Log in

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?

2025

Board of Directors

Volunteer Leadership Team - Strategic Focus

"Working ON the Business"

Calendar Year - Voted in by Membership


Drake Qualls

Chair (Past President)

Leadership Development Committee Chair


Ken Osborn

Secretary

Governance Committee



Ben Jarman

At Large


Jessica Nelson

At large


Dawn Dahlby

At large


Dan VanDusen

President

Executive Committee Chair

Strategic Planning Chair


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



Mary Zimmerman

At large

OneFPA Advisory Council


Austin Peterson

At large



Trey Andrew

At large


John Grable

At large


Donna Woodruff

President Elect

Strategic Planning Committee


Dawn Noble

Treasurer

Finance Committee Chair



Steven Syrmopoulos

At large

Governance Committee Chair


Thomas Rindahl

At large

Culture & Engagement Committee Chair


Mark Gallivan

At large


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
        • Advocacy
        • Financial Literacy
        • Pro Bono and 
        • Public Awareness

Open

Advancing the Profession Group



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


Matthew Tinyo

Professional Relationships (MOUs)

Community Connections Group

General Circle Leaders

Organize and Guide their Working Teams



The work of our chapter

happens through

4 Working Groups

    1. Communications
    2. Community Connections
    3. Advancing the Profession
    4. Professional Development

and their more specific Teams.


How many teams we have depends upon what we want to do, and who is willing to do it.

Team Leaders seated by Consent.

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

        • Membership and NexGen
        • Professional Relations
        • Partners/Catalysts

Open

Community Connections Group




Open

Career Hub + Team

Community Connections Team


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

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


Adam Brooks

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


Everything Works Better With


Stephanie Weadock

Director:  Administration



Amanda Holtzlander

Events


Laurel Frisby

Bookkeeping

Administrative Support through


Engagement Metric Tracking: Jan 2025

Board Count/Bd Committee Count

15 + 3 = 18

General Circle Count

2

Working Teams Count

18

Financial Literacy/Advocacy/Mentor Count

41 + 12 + 50 = 100+


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: © 2024:  FPA Arizona reserves all rights to original content published here.  Our Terms of Use prohibit website users from posting any copyrighted material without seeking express authorization in advance.