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FPA National Capital Area Newsletter Page 1 October 2017
President’s Message Brian Jones, CFP®
Continued on page three
A Pinnacle Award Level Chapter Recipient of FPA National’s Highest
Level Awards for 17 Consecutive Years!
Volume 18, No. 10, October, 2017 Web address: www.fpanca.org
FPA Headlines The Newsletter of your local association
Bryan Beatty, CFP®, AIF® President’s Message
It’s hard to believe that it’s October. The temperature today as I write this may top 90 degrees.
In case you missed it, we had an excellent program in September from Mary Beth Franklin from Investment News
regarding Medicare Planning. Over 115 people registered to attend this luncheon event! Our Ethics Course was well
received by over 90 registered attendees, as well! We also had a September allied professional’s happy hour and CE
event with the CFA Society of Washington at the Tower Club, where we outnumbered the CFA’s by a few. This
marks a successful networking event with the CFA Society, and we look forward to more of these in the future.
This month on October 12th our luncheon will be at Westwood Country Club with two presentations. Emily Dupree
from MFS will present Milestone Information: Mastering Social Security: Benefits for Spouses, Survivors and
Divorcees, and Paul Cieslik of American Funds will present a talk about The Advice Revolution. Both will offer great
insights on strengthening your client relationships and building a strong investment strategy with your clients. Both
sessions are approved for CFP, MD Insurance, VA Insurance, CIMA CE, and CPA CPE will be offered.
Also, we will have another Oktoberfest this year at Tyson's Biergarten on October 19! Mark your calendars, register
on line, and please plan to join us for a fun evening outside enjoying the fall weather, the beer and some great food!
We are looking for help for Metro Washington Financial Planning Day on October 28 to be held in Falls Church.
Please contact Susan Chesson, [email protected], to help out.
Continued on next page
FPA National Capital Area Newsletter Page 2 October 2017
FPA membership pays for itself. Use your benefits today.
Continued from previous page
Coming in November will be another networking opportunity with CE at Maggiano’s in Tyson’s presented by Gary
Altman on estate planning. If you are looking to join a Nexgen study group, then you will want to mark your calendar
for November 7th. Contact Aaron Clarke for more details, [email protected].
Don’t forget to Do One Thing! Our Chapter Committees always need your help and involvement! Please let us know
which area you would like to offer your assistance! I look forward to seeing you soon at our upcoming events.
Best Regards,
Bryan Bryan Beatty, CFP®, AIF®
2017 FPA NCA President
FPA Member Discount Program
Did you know that FPA members have access to a comprehensive collection of resources that are tailored to their businesses?
From compliance-approved back office solutions, to marketing and research, financial software and more – the FPA Member
Discount Program has you covered. Check out the current practice management deals available exclusively to FPA members
today at https://www.onefpa.org/MyFPA/member-discounts/Pages/default.aspx.
FPA National Capital Area Newsletter Page 3 October 2017
FPA National Capital Area Newsletter Page 4 October 2017
2017 FPA NCA EVENT SCHEDULE Details on our activities are published on our web site at www.fpanca.org
Thursday, October 12, 2017 – Luncheon, Westwood Country Club, Vienna, VA
Thursday, October 19, 2017 – Oktoberfest – Tyson’s Biergarten, Vienna, VA
Saturday, October 28, 2017 – Metro Washington Financial Planning Day, Falls Church, VA
Thursday, November 2, 2017 – Happy Hour with one CE, Maggiano’s, Tysons Corner, VA
Tuesday, November 7, 2017 – NexGen Study Group, McLean, VA
Thursday, December 2, 2017 – Luncheon, Westwood Country Club, Vienna, VA
Friday, January 26, 2018 – Annual Winter Symposium, Dulles Hyatt, Herndon, VA
Friday, February 16, 2018 – Career Fair, Dulles Hyatt, Herndon, VA
Greetings from the Pro-Bono Team!
Susan and I know how much it means for many of us in the profession to be able to give back, to teach, to make a
difference. Our chapter’s members have been able to make a difference in people’s lives by participating in pro-bono
activities including Metro Washington Financial Planning Day (MMWFPD). Come join us this year to be a part of
an amazing day of helping people and supporting one another in our profession.
**Volunteers are needed on Saturday, October 28th from 9 am – 2 pm to participate in various counseling and
classroom settings within a chosen morning or afternoon timeslot.
Please email either Susan Chesson [email protected] or Shellie Peters [email protected]
if you would be interested in participating! You may also register as a volunteer on the financial planning days website
at this link: http://financialplanningdays.org/event/metro-washington-financial-planning-day-volunteer-info
This year’s MWFPD will be hosted at the University of Virginia’s Falls Church campus, accessible by metro and
conveniently located just off of Route 66 in Virginia. It’s exciting to announce that we are fortunate to already have a
number of wonderful headliners to inspire all who attend. Stay tuned for more details as we get closer but do not wait
on letting us know if you wish to join in!
Best to all! -- Shellie & Susan
FPA National Capital Area Newsletter Page 5 October 2017
MEMBERSHIP HALL OF FAME - THANK YOU RENEWING MEMBERS!
We are proud to announce FPA membership anniversaries for 2017!
Five Year Members Janet White, Eric Sanders, Kelly Wright, Mark Martin, Brett Roper, Andrew Miller, Meghan Lusk, Eric Scruggs, Leonard
Cohen, Paul Meloan, Drew Gillespie, Nicholas O’Gwin, Tracey Vollmer, Katherine Liola, Daniel Jossen,
Liliana Molina, James David, Shellie Peters, Kathleen Hastings, Christopher Shiring, William Tomlinson,
Jason Adams, John Stone, Albert Teplin, Jason Dall’Acqua, Alex Seleznev, Drew Howell, Josh Goulding, Dan Serra,
Tanina Linden
Ten Year Members
Amy English, Brad Long, Cynthia Irving, George Reilly, Mary McCormick, Christopher Schreiner, Josh Halpern,
Carl Holubowich, Alison Majors, Stephanie Anderson, Joshua Mason, Amira Tart, Michael Fuhr, Brett Nelson, Joel Cundick
Fifteen Year Members
Deborah Bowles, Thomas Conway, Lawrence Beavers, Mark Weber, Kathleen Sulik, Mark Rizzieri, Kim Mason,
Tom O’Bryon, John Estes, Tommie Monez, J. Anthony Fulkerson, J. Laing Bowles
Twenty Year Members
Bradley Sheahan, William Price, Shimson Plotkin, Katarzyna Kusmierz, William Lascelle, S. Cabell Nelson, Helen Modly,
John Ellison
Twenty-Five Year Members Mike Kalas, Frederick Cornelius, Edwin Handley
Thirty Year Members Haydee Toedtman
Thirty-Five Year Members J. Stephen Bauserman, Thomas Kestler, Glenn Holtje
Forty-Five Year Members Michael DeFazio
FPA National Capital Area Newsletter Page 6 October 2017
WE WELCOME OUR AUGUST 2017 NEW MEMBERS!
Ernie Castro Martine Cruise Andrew Stevens, CFP®
Fairway Independent Fairfax, VA 22030 Ashburn, VA 20148
Mortgage Corp.
Fairfax, VA 22030
Aaron Feldman Thomas Flynn
Fidelity Investments Russell Investments
Bethesda, MD 20814 Washington, DC 20003
Joe Howard Todd Jarvis
American Advisors Group Fairway Independent
(AAG) Mortgage Corp.
Leesburg, VA 20176 Haymarket, VA 20169
Patrick Malony Karen Monborne
Fairway Independent Advisors Financial
Mortgage Corp. Vienna, VA 22182
Mc Lean, VA 22102
2018 Officers and Directors The Proposed Board of Directors for 2018 is listed below. The Nominating Committee has approved the proposed slate for 2018.
Bryan Beatty, Rita Cheng, Ryan Fleming, Dan Lash, Howard Pressman, Chris Rivers and Peggy Nelson served on the Nominating
Committee.
In addition, our membership meeting will be held on Thursday, December 7, 2017 at Westwood Country Club, Vienna,
Virginia at approximately 11:00 a.m. This meeting will be prior to our monthly program scheduled for that day. At this meeting,
we will introduce the 2018 Board.
2018 OFFICERS:
Bryan Beatty, CFP®, Chair Howard Pressman, CFP®, President
Chris Rivers, CFP®, President-Elect Parker Trasborg, CFP®, Treasurer
Rose Price, CFP®, Secretary and Chair of Capitol Hill Advocacy Day
2018 DIRECTORS:
Lisa Kirchenbauer, CFP®, Sponsorships Co-Director
Carl Holubowich, CFP®, Sponsorships Co-Director
Kirk Taylor, CFP®, Programs Co-Director
Aaron Clarke, CFP®, Programs Co-Director
Vernon Biggs, Social Events Director
Samuel Boyd, CFP®, PR/Media Relations & Communications Director
Susan Chesson, CFP®, Membership Co-Director
Augie Zullo, Membership Co-Director
Shellie Peters, CFP®, Pro Bono Co-Director
Coryn Rosenstock, Esquire, Pro Bono Co-Director
Mark Cecchini, CFP® NEXGEN Co-Director
Kelly McNerney, CFP®, NEXGEN Co-Director
Jennifer Quigley, CFP®, Allied Professionals Director
FPA National Capital Area Newsletter Page 7 October 2017
Why We Work – Video Testimonials
By Sam Boyd, FPA NCA Public Relations Director
In a world where information has become saturation and fees are being compressed by Robo advisers and
algorithms, it is more important than ever to put the person back into personal-finance.
Introducing why we work, a joint campaign between the Financial Planning Association of the National Capital
Area and Motley Fool Wealth Management, where we highlight the human side of financial planning, will debut at
our January 2018 Winter Symposium! The Why We Work campaign was created to capture short stories of
financial planners and their inspiration for why they work.
The micro volunteering theme for this year's FPA National Capital Area Board of Directors is "Do One Thing".
We've taken micro volunteering to the particle level and are asking you to answer one of five questions that will
allow you to highlight why it is that you do what you do.
At the Winter Symposium on January 26th, 2018, the Motley Fool and the Financial Planning Association of the
National Capital Area will have a booth set up to capture your answers to the questions below:
1. What is the most impactful financial planning recommendation that you've made in your career and why?
2. If you could thank one of your clients for something what would it be and why? If they were here right
now with you what would you say to them?
3. If you could provide yourself a piece of advice at the beginning of your career what would you say and
why?
4. What was your motivation for getting into this business and what motivates you today? If your motivation
has changed, why?
5. If you could erect a billboard in the middle of town with a financial planning related message, what would
it say?
By participating in the Why We Work campaign at the Winter Symposium, you'll receive a professionally edited
copy of your video response. You will be able to brand this video with your logo and use it on your website or
through social media marketing channels. We estimate a cost of $500 - $1,000 to have this work done
professionally with a videographer if you prepared it on your own. This benefit comes at no charge.
We have even negotiated bulk group pricing to have your Why We Work testimonial animated by a professional
whiteboard artist to take your testimonial to a whole new level; talk about a win-win situation!
The best of the best will be compiled into a short film that the FPA National Capital Area will use for public
relations enhancement and spreading the value of financial planning to the community of our colleagues and
clients at large.
Keep in mind you must attend the Financial Planning Association of the National Capital Area Winter Symposium
to participate in the Why We Work campaign. Follow us on Twitter @FPANationalCap to keep up-to-date with
Why We Work and begin to consider how you'll answer these five important questions.
Help us help you by putting the person back in personal-finance. After all, it's why we work. See the
announcement here: https://www.youtube.com/watch?v=_MhQddmtqRo
FPA National Capital Area Newsletter Page 8 October 2017
SNEAK PEEK – January 2018 Winter Symposium! Don’t Miss It! See
the Tentative Schedule for the Winter Symposium in this Newsletter!
Thought Leadership: The First and Best Conference
You Will Attend in 2018!
Winter Symposium, January 26, 2018 at the Dulles Hyatt will feature:
Michael Kitces
Mark Tibergien
Amy Florian
Richard Clarida
Kathleen Kingsbury
Lauran Star
Stephanie Markiewicz
Ethics Instructor Just Booked: Bonnie Kirchner, CFP®
These are just a few of the industry experts that will be speaking at our next Winter Symposium. Additional
speaker updates to come but be ready to sign up for Early Bird registration starting soon!
MARK YOUR CALENDARS AND SAVE THE DATE!!
CAREER FAIR – February 16, 2018
Dulles Hyatt, Herndon, VA
Meet the brightest students from many near-by schools looking for internships,
full time and part time positions! Meet career changers looking for new
positions, or experienced planners looking for new opportunities! Don’t miss
your chance to interview and pick from the best for your hiring needs!!
Registration opening soon!
FPA National Capital Area Newsletter Page 9 October 2017
The FPA Annual Conference is Back and
Bigger Than Ever!
Check Out the Schedule of Events
Call for Study Group Participants! Please respond if you are Interested!
I am keen on joining or starting a local area study group of allied professionals and willing to spearhead the effort.
Although this is subject to consent of participants, my initial thoughts are that it must have the following attributes:
1. 8-12 members
2. Meet quarterly for half day. Dates to be announced in advance.
3. Participants must be full time in the business minimum of 3-5 years and have a valid certification such as
CFP, CPA, JD, CLU, ChFC, MBA, etc.
4. The idea is to pick from different sub-specialties in our industry and allied professions and no more than one
per firm.
5. Costs to be shared equally even by non-attendees so that there is an incentive to attend and not miss out.
6. One member is on the “hot seat” at every meeting to give a detailed presentation followed by Q&A. Summary
updates from other participants.
Please let me know of your interest! Thanks, Vijay
VIJAY KHETARPAL,CLU,ChFC,CFP,RFC,AIF
President & CEO
Integrity Financial Group, LLC.
Email: [email protected]
FPA National Capital Area Newsletter Page 10 October 2017
MEMBERS IN THE NEWS!
We are delighted to share with you the exciting news that Judy L. Redpath, CFP®, AIF®, of VISTA Wealth
Strategies LLC in Reston, VA, has earned the prestigious Women's Choice Award ® for Financial Advisors and
Firms for the fourth consecutive year.
The Women's Choice Award for financial advisors is the premier recognition award earned by advisors who are
committed to the women's market and to serving their female clients with the highest level of quality service.
Women's Choice Award advisors have been evaluated through a rigorous evaluation including an extensive
evaluation process using 17 objective criteria.1
This recognition demonstrates Judy's commitment to our women clients, as well as to her profession - symbolizing
the integrity, knowledge and service excellence we strive to deliver to each of our clients.
1 The Women's Choice Award® Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make
smart financial choices. The Women's Choice Award Financial Program is based on 17 objective criteria associated with providing quality service to women
clients, such as credentials, experience, and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or
placed on the final list of Women's Choice Award Financial Advisors, though they may have paid a basic program fee to cover the cost of their client survey.
The inclusion of a financial advisor within the Women's Choice Award Financial Advisor network should not be construed as an endorsement of the financial
advisor by WomenCertified Inc. or its partners and affiliates and is no guarantee as to future investment success. Women's Choice Award® Financial
Advisors and Firms represent less than 1% of financial advisors in the U.S. As of February 2017, of the 815 considered for the Women's Choice Award, 146
were named Women's Choice Award Financial Advisors/Firms. For more information, please visit http://www.womenschoiceaward.com/.
Launching the Encore Group, a new FPA NCA Community
A growing number of newer FPA NCA members are just starting out in our profession as career changers. Like
many of our clients, they are launching second careers – taking the Certified Financial Planner coursework either
online or through a local certification program. This new group will encourage networking between established
planners and new entrants to the field, and will offer opportunities for idea sharing and camaraderie for newly
credentialed planners who don’t quite fit the NexGen mold.
If you are interested in joining the group, please let Susan Chesson know: [email protected]
FPA National Capital Area Newsletter Page 11 October 2017
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FPA National Capital Area Newsletter Page 13 October 2017
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FPA National Capital Area Newsletter Page 15 October 2017
FPA National Capital Area Newsletter Page 16 October 2017
FPA National Capital Area Newsletter Page 17 October 2017
Past Presidents Advisory Council (PPAC)
Gary Altman, JD, CFP Alexandra Armstrong, CFP Tracey A. Baker, CFP
U. Calvin Brown, MST, CFP Glen J. Buco, CFP Elissa Buie, CFP
Jannet S. Carpien, CFP Stephan Q. Cassaday, CFP Rita Cheng, CFP
Nicolet V. Evans, CFP Ryan Fleming, CFP Marjorie L. Fox, JD, CFP
Inga B. Frank, CFP Arthur M. Gelman, JD Barry Glassman, CFP
Eric Hess, CFP Clyde G. Hohenstein, CFP Mark E. Johannessen, CFP
Brian T. Jones, CFP Timothy W. Jones, CFP Paul Juergensen, II, CFP
Glenn G. Kautt, CFP, EA Daniel P. Lash, CFP®, AIF® I. Edward Markley, CFP
Jack May, CFP James McGrath, CPA, CLU, CFP Helen Modly, CFP, CPWA
Edward O’Hara, CFP, EA Christine Parker, CFP Michael J. Rebibo, CFP
Judy L. Redpath, AIF, CFP Ken Robinson, CFP Sheldon E. Sacks, CFP
Karen P. Schaeffer, CFP Dana G. Sippel, CFP Victoria M. Trumbower, CPA
Anne Uno, CFP, EA Richard E. Vodra, JD, CFP Barbara A. Warner, CFP
Marysue J. Wechsler, CFP
NEXGEN: Big Focus on getting this survey filled out:
NexGen! Please take 5-7 minutes to fill out the NexGen Volunteer and Networking Opportunities survey. This is
your chance to volunteer for next year’s committees, and give your input on what we should be doing to better
serve you needs and opinions!
Virtual FPA Member Media Training
Become a "go to" source for journalists looking for information and commentary on personal finance, financial
planning and the profession! FPA members can attend media training programs through their chapters or they can
participate in organization-wide virtual trainings that are going to be held throughout 2015. Each 90-minute media
training program, conducted by FPA Director of Public Relations Ben Lewis, covers the essentials in working
with journalists. Not only is media training mandatory for all CFP® members who want to receive FPA media
queries, but the information will enable you to effectively approach media relations within your own business!
Learn more and register today at
https://www.onefpa.org/MyFPA/MyChapter/Pages/MediaTraining.aspx.
FPA National Capital Area Newsletter Page 18 October 2017
FPA National Capital Area Newsletter Page 19 October 2017
Upcoming ONE FPA Webinars
Drive Extreme Client Loyalty by Expressing Gratitude Through WOW
October 11 | 2 pm ET
Rebroadcast: Practicing Ethics – Applying CFP Board Standards
October 18 | 2 - 4 pm ET | 2 CFP CE Credits
Journal in the Round: Client Trust and Communication in the Age of Massive Change
October 25 | 2 pm ET | Free to Members | 1 CFP CE Credit
FPA Business Resource Center
These live half-hour demos are free to members and offer access and insight into the latest technology, marketing and other solutions for your practice.
Advyzon Presents: Consolidate Your Technology with Advyzon
October 26 | 2 pm ET
FPA National Capital Area Newsletter Page 20 October 2017
FPA National Capital Area Newsletter Page 21 October 2017
FPA National Capital Area Newsletter Page 22 October 2017
We recognize our FPA National Capital Area Corporate Sponsors & Partners for their special
commitment and support of our chapter. They deserve acknowledgement and endorsement
whenever possible from chapter members, as their generous contributions allow us to bring you
quality speakers and programs throughout the year.
Please take a moment to review our Corporate Sponsor Partners' Logos and representative
information. Please remember to thank our Sponsors for their support at all of our programs
and events and remember to open your door to them when they call.
2017 PLATINUM SPONSORS
ALTMAN & ASSOCIATES
Gary Altman, (301) 468-3220, [email protected]
AMERICAN CENTURY INVESTMENTS
Wes Kabance, 703-402-6371, [email protected]
AMERICAN FUNDS
Brian Casey, Srikanth Vemuri and Marek Blaskovic, 877-421-5334 [email protected],
[email protected], [email protected]
ATEGRA CAPITAL MANAGEMENT
Jon Holtaway, 202-913-7702, [email protected], and
Kristyna Nepivodova, 202-644-6129, [email protected]
FPA National Capital Area Newsletter Page 23 October 2017
2017 PLATINUM SPONSORS CONTINUED
CATALYST FUNDS
Angele Ryan, 302-388-6900, [email protected]
FAIRWAY MORTGAGE CORPORATION
Will Gaines, 703-401-0241, [email protected]
LEGG MASON & Co., LLC
John Fuggi, 203-703-7807, [email protected], Eric Kruk, 410-340-5235,
[email protected], Billy Childs, 203-703-7891, [email protected], and
Steve Jobe, 203-703-7756, [email protected]
MFS FUND DISTRIBUTORS, INC.
Emily Dupre, Jennifer Dahill, Stephen Burkhardt, John Jesse
[email protected]; [email protected]; [email protected]; [email protected]
SCHWAB ADVISOR SERVICES
Robert Ciullo, 703-506-8243, [email protected]
FPA National Capital Area Newsletter Page 24 October 2017
2017 PLATINUM SPONSORS CONTINUED
THORNBURG INVESTMENT MANAGEMENT
Dan Reilly, 877-215-1330, ext. 7299, [email protected]
2017 GOLD SPONSORS
ACCESS NATIONAL MORTAGE and ACCESS NATIONAL BANK
Augie Zullo, 703-871-1344 and David Linthicum, 703-871-7367
[email protected] and [email protected]
ALGER
Jeffrey Leone, 202-821-6575, [email protected], or
Jon Ferraiolo, 212-806-8875, [email protected]
ENVESTNET
Mathieu Stroh, 206-428-4657, [email protected]
CANTOR FITZGERALD
McKenzie Campbell, 212-359-8715, [email protected]
FPA National Capital Area Newsletter Page 25 October 2017
2017 GOLD SPONSORS CONTINUED
FIDELITY INVESTMENTS
Russ Kubie, 617-279-3492, [email protected], Joe Carbone, 401-641-1174,
FLEXSHARES
Vernon Biggs, 312-557-3405, [email protected]
FOLIO INSTITUTIONAL
Brooks Briggs, 703-245-4912, [email protected]
HARTFORD FUNDS
Jeremy Blubaugh, 202-810-2815, [email protected], and
Brian Marks, 610-405-4882, [email protected], and
John Callahan, 610-387-2045, [email protected]
IVY FUNDS
Eugene Eignor, 703-266-8225, Mike Frank, 410-279-4554, and Jon Boldt
[email protected], [email protected] and [email protected]
JEFFERSON NATIONAL
Joe Richardson, 502-587-3837, [email protected]
FPA National Capital Area Newsletter Page 26 October 2017
2017 GOLD SPONSORS CONTINUED
MARKEL INVESTMENT AND ADVISORS INSURANCE
Greg Severinghaus, (800) 431-1270, ext. 7925, [email protected]
OSTERWEIS CAPITAL MANAGEMENT
Antoine Piron, 800-700-3316, [email protected]
VIRGINIA 529
Lori Bennett, 804-225-3421, [email protected]
Rebecca Lyons, [email protected]
WASHINGTON FIRST MORTGAGE
Mike Eastman, 571-327-2145, [email protected]
FPA National Capital Area Newsletter Page 27 October 2017
2017 SILVER SPONSORS
CALAMOS INVESTMENTS
Tim Buick, 202-415-3829, [email protected]
TD AMERITRADE INSTITUTIONAL
Jonathan Olver, 201-369-8307, [email protected]
Help the CFP Board Write Exam Questions!
CFP Board is exploring the possibility of conducting a 2-day item writing workshop in Nashville, TN, in
conjunction with the 2017 FPA Annual Conference, on Saturday September 30 and Sunday October 1, 2017.
Workshop participants will engage in developing exam questions intended for use on future CFP® Certification
Examinations. If you plan to attend the 2017 FPA Annual Conference in Nashville and are interested in
volunteering to participate in this item writing workshop over the two days before the conference, please
complete a brief form indicating your interest. Learn more and complete an interest form:
http://ow.ly/2QyD30bn4ai
FPA National Capital Area Newsletter Page 28 October 2017
2017 OFFICERS AND DIRECTORS
President: Bryan Beatty, CFP® - 703-506-0843
Egan, Berger, Weiner, LLC, [email protected]
Chair: Dan Lash, CFP® - 703-356-4360, x703
VLP Financial Advisors, [email protected]
President Elect: Howard Pressman, CFP® - 703-506-0843
Egan, Berger, Weiner, LLC, [email protected]
Treasurer: Chris Rivers, CFP® - 202-887-8135
Armstrong, Fleming & Moore, Inc., [email protected]
Secretary and Advocacy Chair: Parker Trasborg, CFP® - 703-425-0700
CJM Wealth Advisers, Ltd., [email protected]
Programs: Lisa Kirchenbauer, CFP® - 703-387-0919
Omega Wealth Management, LLC, [email protected]
Kirk Taylor, CFP® – 703-564-9109
1st Portfolio Wealth Advisors, [email protected]
Membership: Carl Holubowich, CFP® - 202-887-8135
Armstrong, Fleming & Moore, Inc., [email protected]
Sponsorships: Rose Price, CFP® - 703-356-4360
VLP Financial Advisors, [email protected]
Melissa Sotudeh, CFP® - 240-268-1000
Halpern Financial, [email protected]
Social Events: Christine Damico, CFP®
Virginia Tech, [email protected]
Public Relations: Sam Boyd, CFP® - 240-482- 4002
CAPITAL Asset Management Group, [email protected]
Allied Professionals: Jennifer Quigley, CFP® – 703-734-9300
Sullivan, Bruyette, Speros and Blayney, [email protected]
NexGen: Aaron Clarke, CFP® – 703-293-3100
Acorn Financial Services, [email protected]
Mark Cecchini, CFP® - 703-734-9300
Sullivan, Bruyette, Speros and Blayney, [email protected]
Pro Bono: Susan Chesson, CFP® - 540-931-9051
Focus Wealth Management, Ltd., [email protected]
Shellie Peters, CFP® - 301-656-1200
Bridgewater Wealth & Financial Management, LLC, [email protected]
Executive Director: Peggy Nelson, 703-620-1712
FPA National Capital Area, [email protected]
The Financial Planning Association is the owner of trademark, service mark and collective membership mark rights in: FPA, FPA/Logo and FINANCIAL PLANNING
ASSOCIATION. The marks may not be used without written permission from the Financial Planning Association.
CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo) are certification marks owned by Certified Financial Planner Board of
Standards Inc. and are awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
