Community At Work

FPAAZ Hosts Michael Kitces for High-Impact Industry Dialogue

Arizona continues to distinguish itself as a hub for forward-thinking financial planning, as the Financial Planning Association of Arizona (FPAAZ) recently hosted nationally recognized industry thought leader Michael Kitces for an in-depth discussion on the future of the advisory profession.

The event, co-sponsored by Priority Financial Group and TCI Wealth Advisors, brought together financial advisors from across the state for a candid, solutions-oriented conversation on evolving business models, talent development, and the changing needs of today’s consumers. By hosting one of the most influential voices in financial planning, FPAAZ reinforced Arizona’s growing role as a center for innovation, professional collaboration, and leadership within the industry.

Elevating the Conversation Through Community.

The session opened with an interactive format that allowed attendees to submit and upvote questions in real time, ensuring that the discussion addressed the most pressing concerns facing advisors today. Topics ranged from industry-wide risks and fee pressure to staffing challenges and demographic shifts—issues that directly impact both advisors and the communities they serve.

FPAAZ’s emphasis on engagement and education reflects a broader commitment to strengthening the profession locally. By fostering open dialogue and knowledge-sharing, Arizona advisors are better equipped to deliver high-quality, client-centered advice in an increasingly complex financial landscape.

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Drake Quals - Service Appreciation

On behalf of the entire Board of Directors, we extend our deepest gratitude to Drake Qualls as he concludes an extraordinary chapter of leadership with FPA Arizona.

Drake was elected to the Board in 2022 and immediately stepped into the role of Treasurer, setting the tone for what would become four years of dedicated service. From there, he guided the chapter through the full leadership continuum—serving as President-Elect in 2023, President in 2024, and most recently as Chairman in 2025.

It’s one thing to volunteer; it’s another to fully commit. Throughout his tenure, Drake has been a constant source of wisdom for this Board. Even while managing a demanding professional career, he consistently showed up with an honest, direct, and respectful approach that made every meeting more productive and every decision more thoughtful.

We are deeply appreciative of the work Drake has done to ensure FPA Arizona continues to thrive well beyond his term. He was instrumental in welcoming new voices, fostering a strong culture of service, and positioning the chapter’s future in capable hands.

From his early stewardship of our finances to his strategic leadership as President and Chairman, Drake has left a lasting mark on our organization and our community.

Drake, thank you for your leadership, your friendship, and your unwavering commitment to our profession.

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My First FPA Arizona “Hubble”: CFP® Guidance Needed to Protect Against Nightmares like NASCAR Star’s $8.5M Lawsuit Click Here to Read More

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Are you passionate about empowering others and making a difference in our community? Help us equip single moms with essential financial literacy skills through our program at Helping Hands for Single Moms in partnership with MoneyW!se.

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