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The Essential Hub of our Financial Planning Community.


We empower financial planners by connecting them with the resources necessary to elevate their community impact.

What can we connect you with today?

2026

Board of Directors

Volunteer Leadership Team - Strategic Focus

"Working ON the Business"

Calendar Year - Voted in by Membership

Donna Woodruff

President


Jessica Nelson

Secretary



Ben Jarman

At Large


Chris Todesco

At large


Ken Osborn

At Large

At-Large Board Members support the long-term health of the chapter by serving on at least one board Committee:


Strategic Plan

Governance

Finance

Culture & Engagement

Leadership Development


Chapter Members may join Board Committees or Working Groups and Teams.

Vacancy

(John Grable)


Dan VanDusen

Past President



All Board Meetings are on our Connect!  Calendar and Open to all

2025 Strategic Plan



Mary Zimmerman

At large


Tom Logan

At large



Trey Andrew

At large


Ali Rustempasic

At Large


Austin Peterson

President Elect

Mark Gallivan

Treasurer

Finance Committee Chair



Steven Syrmopoulos

At large


Thomas Rindahl

At large



Dawn Noble

At large

Advisory Council Chapter Representative


FPAAZ Board members focus on the core responsibilities of nonprofit governance:

      • Setting organizational direction
      • Safeguarding financial and legal responsibilities
      • Supporting and overseeing executive leadership


Vacancy

(Drake Qualls)

How We Honor Diversity

FPAAZ has always valued diversity and always will. We believe strong leadership and healthy community are built from a wide range of perspectives, experiences, and ways of thinking.

Diversity can be understood in many ways, including through demographic indicators. Those approaches are valid and often important. Because our work relies heavily on judgment, collaboration, and decision-making, we place particular emphasis on cultivating diversity of perspective — the differences in insight, experience, and viewpoint that shape better outcomes.

Our board reflects the community we serve and the profession as it exists today. Arizona’s demographics and the financial planning profession itself shape the pool of potential leaders. Within that reality, we are intentional about representing a broad and fair cross-section of our community.

That kind of diversity grows through participation. Leadership is developed from within the community we engage, and we actively want more voices leaning into the work of the chapter. The door is wide open to those ready to contribute and help shape what comes next.



Professional Leadership


Melissa Kemp

CEO


General Circle

Volunteer Leadership Team - Tactical Focus

"Working IN the Business"

July 1 - June 30 - Appointed by CEO


Brian Trouette

Professional Development Group

Help Recruit Organize and Shepherd

Working Team Leaders for

      • Continuing Education
      • Professional Development (PDP+)
      • LearningHub+
      • Compliance Hub+


Open

Advancing the Profession Group


Help Recruit Organize and Shepherd

Working Team Leaders for
        • Advocacy
        • Financial Literacy
        • Pro Bono and 
        • Public Awareness



Open

Lifelong Learning/Continuing Education Team

Professional Development Group


This Team Leader focuses on Chapter Elective Continuing Education Events.

Matt Benson

Advocacy

Advancing the Profession Group



Professional Relationships (MOUs)

Community Connections Group

General Circle Leaders

Organize and Guide their Working Teams

Recruiters

Agenda Setters

Meeting Facilitators

Coaches/Guides

Strategic Metric Minders


How the Work Gets Done

The chapter’s work is carried out through four focus groups:

        • Communications
        • Community Connections
        • Advancing the Profession
        • Professional Development


Each group is comprised of small working teams that form around real work. Teams and leadership roles evolve based on what the chapter needs and who is ready to contribute.


Open

Learning Hub+ and PDP+ Team

Professional Development Group


This Team Leader focuses on Scheduling PDP+ events and coaching on the Learning Hub+.


Sharon Bumgarner

Financial Literacy Initiative

Advancing the Profession Group


Open

Catalysts and Partners

Community Connections Group


Ramona Maior

Communications Group and Working Team

Help Recruit Organize and Shepherd

Working Team Leaders for


  • Channel Masters
  • Reporters and Editors
  • Photography and Visuals
  • Brand Strategy Management 



Marc Pace

Community Connections Group 

Help Recruit Organize and Shepherd

Working Team Leaders for

        • Membership and NexGen
        • Professional Relations
        • Partners/Catalysts




Open

Career Hub + Team

Community Connections Team


This Team Leader focuses on developing out our envisioned Career Hub+

(Job Board, Career Fair, Internships...)


Adam Mosbach

Membership

Community Connections Group


Corrina Olson

NexGen and Academic

Community Connections Group


Open

Webmaster

Communications  Group



Open

Analytics/Metrics

Communications  Group



Open

Social Channel Master

Communications  Group







Academic Liaisons

ASU

U of A

NAU

Grand Canyon

Student Link

Student Link

Student Link

Student Link

Faculty Link

Faculty Link

Faculty Link

Faculty Link


Everything Works Better With


Stephanie Weadock

Director:  Administration



Amanda Holtzlander

Events


Laurel Frisby

Bookkeeping

Administrative Support through


Engagement Metric Tracking: Mar 2025

Board Count/Bd Committee Count

14 + 2 = 16

General Circle Count

2

Working Teams Count

13

Financial Literacy/Advocacy/Mentor Count

41 + 12 + 50 = 103


Financial Planning Association (FPA) is a national 501(c)(6) non-profit organization.  FPA is Your Partner in Planning TM.

FPA Arizona (FPAAZ) is a state based 501(c)(6) organization, affiliated with FPA via a Chapter Charter and License agreement.

PO Box 4130, Scottsdale AZ 85261 Ph:  480-483-9035 Hours:  M-Th: 9 - 5  Fr: 9 - 1 


Copyright Notice: © 2026  FPA Arizona reserves all rights to website published original content. 

Our Terms of Use prohibit website users from posting other copyrighted material without prior express written authorization.

Financial Planning Association Arizona (FPAAZ) creates and curates professional resources that reflect our chapter’s unique role as a builder of community, leadership, and learning.

These materials will be identified as part of the FPAAZ Originals series — a growing library of chapter-created content built to advance:
Your Journey. Your Ambitions.  Achieved.TM

Each tool, publication, and program we offer is designed to help planners elevate their impact and connect with the people and resources that will move them forward.