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FPA National Capital Area Newsletter January 2018

President’s Message Brian Jones, CFP®

Continued on page three

A Pinnacle Award Level Chapter Recipient of FPA National’s Highest

Level Awards for 18 Consecutive Years!

Volume 19, No. 1, January, 2018 Web address: www.fpanca.org

FPA Headlines The Newsletter of your local association

Howard Pressman, CFP® President’s Message

Hello and Happy New Year! As we kick off 2018, I want to express my gratitude to Bryan Beatty, our outgoing

President. Uncertainties in our profession have created new challenges for the field, but Bryan’s exceptional

stewardship, coupled with the tireless efforts of our Board of Directors, helped our chapter successfully navigate these

issues. Thank you, Bryan, and the rest of the Board, for all your efforts and success over the past year.

To be sure, the uncertainties we faced last year still linger. While some may have been delayed, we are still coming to

terms with a profession that I believe is entering its adolescence. Investment advice and planning has been around for

many years, but as a profession, Financial Planning is relatively young. A profession requires education, specialized

knowledge, certifications and continued learning and for those who have made a commitment to comprehensive

financial planning and made it the center of their practice, I believe the label appropriate.

While we understand the commitment to knowledge and excellence our profession requires, the public may not

always recognize this. To elevate our profession in the eyes of the consumer, we have some important work to do. As

Financial Planning matures, we will have to accept standardization of certain aspects of our work. Whether it’s

standardized titles that easily convey information such as education and expertise (Financial Planner and Investment

Advisor, for example) or standardized responsibilities owed to our clients (such as that of a fiduciary), I believe it

wise to not only accept these changes, but to champion them. As professionals, we should view leading these efforts

as essential to building trust with consumers. Not surprisingly, the devil will be in the details. The Financial Planning

community can play a vital role in crafting these policies so we can help consumers make informed decisions and feel

confident in seeking the guidance they need, while also ensuring that the policies stay true to our profession,

Continued on next page

http://www.fpanca.org/


FPA membership pays for itself. Use your benefits today.

Continued from previous page

do not create barriers to efficiently running our firms, or impede the way we serve our clients. It is better to have a

seat at the table than to have rules levied upon us by outsiders or other conflicted parties who don’t fully understand

what we do. This is one of the primary reasons I am an active and engaged member of the Financial Planning

Association - so I and the many professionals like me have a voice.

This year’s Winter Symposium on January 26th promises to be one of the best Financial Planning conferences of the

year. Come and learn from luminaries such as Mark Tibergien, Amy Florian and Michael Kitces among others. We

will also present our Outstanding Service Awards to three Outstanding Members: Barry Glassman, CFP®, Ken

Robinson, CFP®, and Eleanor Blayney, CFP®. Please see our announcement about these Outstanding Members in

this Newsletter.

And don’t miss our annual Career Day on February 16th where you’ll have the opportunity to meet many talented

students and job seekers, as well as hear from author and retirement expert Jonathan Guyton. In March, we will

welcome Ben Lewis, Director of Public Relations for FPA, to present another much needed and informative Media

Training program. More programs for 2018 will be announced soon, so stay tuned!

Our profession comes with great responsibility, and we change lives every day by creating more secure futures for

our clients and their families. Thank you for all you do to represent our field with the highest standards of

professionalism and excellence, and I wish you all a happy, healthy, and successful New Year!

Best Regards,

Howard Howard Pressman, CFP®

2018 FPA NCA President

[email protected]

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.

https://www.onefpa.org/MyFPA/member-discounts/Pages/default.aspx

mailto:[email protected]

https://www.onefpa.org/MyFPA/member-discounts/Pages/default.aspx


2018 FPA NCA EVENT SCHEDULE Details on our activities are published on our web site at www.fpanca.org

Friday, January 26, 2018 – Annual Winter Symposium and Ethics Course, Dulles Hyatt, Herndon, VA

Friday, February 16, 2018 – Career Fair, Dulles Hyatt, Herndon, VA

Thursday, March 15, 2018 – Media Training and Luncheon Program, Bethesda, MD

WE WELCOME OUR NOVEMBER 2017 NEW MEMBERS!

Timothy Apple William N. Price, CPA, CFP®

Arlington, Virginia

Sarah Baker, CFP® Sullivan, Bruyette, Speros & Blayney

McLean, Virginia

Michelle Montpetit, CFP® Sullivan, Bruyette, Speros & Blayney

McLean, Virginia

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]

http://www.fpanca.org/



MEMBERS IN THE NEWS!

Emily M. Chiang, CFP®

Quoted By Financial Advisor Magazine

https://www.fa-mag.com/news/the-veteran-advisor-s-dilemma-34831.html?print

The Veteran Advisor’s Dilemma: Hold, Fold Or Find A Young Partner

BY Greg Bresiger

TAXATION INTERVIEW PROGRAM

Georgetown Law is again partnering with New York University School of Law to sponsor the nation's premier

recruitment program for graduate tax students, the Taxation Interview Program (TIP). TIP enables private and

public sector employers to interview, on one day (February 23, 2018) and in one place (Embassy Suites by Hilton

Crystal City National Airport), current LL.M. in Taxation students from Georgetown Law and NYU Law.

Georgetown Law students pursuing a Certificate in Estate Planning, together with an LL.M. in Taxation, will also

participate in TIP.

Since 2001, top law firms, government agencies, corporations, and major accounting firms from across the

country have participated in the Taxation Interview Program. Employers can pre-screen candidates for interviews,

and they can also participate in TIP through a resume collection option.

Georgetown Law cordially invites you and your organization to participate in TIP 2018. For further information

about TIP, please view the TIP brochure [https://www.law.georgetown.edu/academics/academic-

programs/graduate-programs/careers/recruitment/taxation-interview-program/upload/TIP_brochure-final.pdf] and

visit the TIP website [http://www.law.georgetown.edu/graduate/TIP]. Employer registration is available online

and will remain open until January 19, 2018.

https://www.fa-mag.com/news/the-veteran-advisor-s-dilemma-34831.html?print

https://www.fa-mag.com/author/529/greg_bresiger

https://www.law.georgetown.edu/academics/academic-programs/graduate-programs/careers/recruitment/taxation-interview-program/upload/TIP_brochure-final.pdf



http://www.law.georgetown.edu/academics/academic-programs/graduate-programs/careers/recruitment/taxation-interview-program/index.cfm

http://www.law.georgetown.edu/graduate/TIP


MEMBERSHIP HALL OF FAME - THANK YOU RENEWING MEMBERS!

We are proud to announce FPA membership anniversaries for 2017! 2018 renewal anniversaries coming soon!

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, Brian Swanson, Candace Lee, Brian Lipps, Morgan McGovern, Biola Barkare, Stuart Sutphin

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,

Jo Powell, Tracy Heichelbech, Debritu Kassa, Kathleen Sindell, Brad Avery, David Brower, Curtis Sheldon, Melissa Sotudeh

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, Tina Babicz, Barbara Heft,

Kristan Anderson, Hilary Carroll, Robert McCarthy

Twenty Year Members

Bradley Sheahan, William Price, Shimson Plotkin, Katarzyna Kusmierz, William Lascelle, S. Cabell Nelson, Helen Modly,

John Ellison, Kevin Cox, Dean Umemoto, Edward Zurndorfer, Melvin Brenner

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, Robert Tucker


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



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



Why hire a Summer Associate? A better question is why not? Kelly McNerney, CFP®, Career Fair Chair, NexGen Director

Bringing on a seasonal associate to help ease capacity issues can free up an advisor’s time to focus on business

development, strategic planning, and improved processes. Interns are an especially valuable resource for

Associate Advisors, as being able to temporarily offload some of their responsibilities affords them additional

time to focus on professional growth and developing to the next stage of their career. Interns can also assist in

implementing many of those wish list projects that you never seem to quite get around to in the average workday:

beneficiary confirmations, Medicare letters, Roth conversion reviews, data gathering, etc.

Additionally, a seasonal internship is a great way to do a “trial run” of potential future employees. It gives you

several months’ worth of data on which to assess a potential new hire: how strong are their technical skills, how

quickly do they learn, do they show initiative, can they handle stress, how do they interact with clients, are they a

good fit with the firm’s culture? So when you need to hire a new Associate, you already have a pool of pre-vetted

candidates to choose from. In fact, we at FJY have just hired one of our former summer interns (discovered at the

2016 FPA Career Day) who will join our firm as an Associate Financial Advisor when he graduates from Virginia

Tech this spring.

FJY recruits candidates each year from the FPA NCA Career Day, which attracts an average of 75 of the top

financial planning undergraduates from schools throughout the Mid-Atlantic region for a full day of interviews

and panels. While FJY uses Career Day as an opportunity to hire Summer Associates, there are also

undergraduates in attendance who are applying for full time positions.

The 5th Annual FPA NCA Career Day will be on Friday, February 16th from 8-5 at the Dulles Hyatt in Herndon.

There are only 30 employer spots available, and registration closes at noon on January 24th, so register today to

make sure you don’t shortchange the future of your firm. Please contact Career Day Chair, Kelly McNerney of

FJY Financial, for details regarding sponsorship opportunities!

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]



Don’t Forget! You may Register for the Career Fair Luncheon Only!

Speaker – Jonathan Guyton, CFP® - February 16, 2018 – 11AM – 1 PM!

Jonathan is Cornerstone’s Principal and is recognized as a thought leader in the financial planning

profession for his holistic work in the art and science of retirement planning. His specialties include

retirement income planning and investment management with an emphasis on asset distribution and income tax planning.

Jon is best known as the author of “Decision Rules and Portfolio Management for Retirees: Is the ‘Safe’ Initial Withdrawal

Rate Too Safe?”, published in the October 2004 Journal of Financial Planning and a winner of its national Call For Papers

competition. He also co-authored “Decision Rules and Maximum Initial Withdrawal Rates” with computer scientist William

Klinger in its March 2006 issue. Jon was named one of ’15 Transformational Advisors’ of the past twenty years in 2013 by

the readers of Investment News. He currently serves as a retirement planning columnist for the Journal of Financial

Planning; his recent columns appear in the Our Publications section of this site. He is also an Expert Panelist on Retirement

for the Wall Street Journal and an Online Columnist for Time and Money. Jon is regularly quoted in the New York

Times, USA Today, Forbes, Business Week, Research, and Kiplinger’s Personal Finance. He has been honored to make

numerous presentations to literally thousands of colleagues based on his published writings and work with clients.

Jon graduated Phi Beta Kappa from the College of William and Mary in Virginia in 1983 with a B.A. in Economics and

spent five years as a financial planner and national training officer for Ameriprise Financial (then IDS) before creating his

own firm in 1990. He earned his CERTIFIED FINANCIAL PLANNER™ certification in 1989. His professional

accomplishments include:

National Board of Directors, Financial Planning Association (FPA) (1999 – 2002)

Dean and Mentor, FPA Residency for New CFP® Practitioners (2003 – Present)

Chairman and Dean, 1999 National CFP® Masters Retreat (Lake Tahoe, CA)

Program Committee, 2004 FPA Convention; 2006 FPA Retreat; 2007 FPA Retreat

Chair, FPA Career Development Strategic Team (1999 – 2006)

Author, “Blazing Financial Planning Career Paths,” Journal of Financial Planning, 1999

Jon has lived in the Twin Cities since 1987 and is an Eagle Scout. His hobbies include choral singing, baseball, cycling,

wine collecting (and the sharing thereof) – nearly all of which he enjoys best with his wife.

Mark Your Calendar! Media Training – March 16, 2017 – 10AM – Noon!

Presented by Ben Lewis, FPA Director of Public Relations

Bethesda Country Club, Bethesda, MD

Followed by Member Luncheon, Noon – 2PM Don't Miss your chance to become a Media Resource!

Learn tips and techniques when working with the Media!

http://cornerstonewealthadvisors.com/decision-rules-and-maximum-initial-withdrawal-rates/

http://cornerstonewealthadvisors.com/decision-rules-and-maximum-initial-withdrawal-rates/

http://cornerstonewealthadvisors.com/15-transformational-advisors/

http://cornerstonewealthadvisors.com/our-publications


Upcoming Webinars & Podcasts

You're a Financial Planner; Now What?

Weekly Podcast by Hannah Moore, CFP® | Subscribe to #YAFPNW on iTunes, Stitcher or Other Podcast Players

Past Presidents Advisory Council (PPAC)

Gary Altman, JD, CFP Alexandra Armstrong, CFP Tracey A. Baker, CFP

Bryan Beatty, 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

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.

http://fpa.informz.net/z/cjUucD9taT02NTY4NjIwJnA9MSZ1PTgyNDM3MTkyOCZsaT00NzgzNDIwNg/index.html

http://fpa.informz.net/z/cjUucD9taT02NTY4NjIwJnA9MSZ1PTgyNDM3MTkyOCZsaT00NzgzNDIwNA/index.html

http://fpa.informz.net/z/cjUucD9taT02NTY4NjIwJnA9MSZ1PTgyNDM3MTkyOCZsaT00NzgzNDIwNA/index.html

https://www.onefpa.org/MyFPA/MyChapter/Pages/MediaTraining.aspx


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.

2018 PLATINUM SPONSORS

ALTMAN & ASSOCIATES

Gary Altman, (301) 468-3220, [email protected]

AMERICAN FUNDS

Brian Casey, Srikanth Vemuri, Marek Blaskovic and Jeff Malbasa, 877-421-5334

[email protected], [email protected], [email protected], and

[email protected]

CATALYST FUNDS

Angele Ryan, 302-388-6900, [email protected]

FAIRWAY MORTGAGE CORPORATION

Will Gaines, 703-401-0241, [email protected] and Todd Jarvis, 703-371-1469,

[email protected]










2018 PLATINUM SPONSORS CONTINUED

FLEXSHARES

Vernon Biggs, 312-557-3405, [email protected]

MFS FUND DISTRIBUTORS, INC.

Emily Dupre, and Stephen Burkhardt

[email protected], [email protected]

SCHWAB ADVISOR SERVICES

Dennis Parlante, [email protected]

and Lori Silverthorne, [email protected]

2018 GOLD SPONSORS

ACCESS NATIONAL MORTAGE and ACCESS NATIONAL BANK

Robert Lynn, 703-871-1344 and David Linthicum, 703-871-7367

[email protected] and [email protected]









2018 GOLD SPONSORS CONTINUED

AMERICAN CENTURY INVESTMENTS

Wes Kabance, 703-402-6371, [email protected]

FIDELITY INVESTMENTS

Russ Kubie, 617-279-3492, [email protected], and Joseph Carbone, 401-641-1174,

[email protected]

FOLIO INSTITUTIONAL

Brooks Biggs, 703-245-4912, [email protected]

FIRST EAGLE FUNDS

Sean O’Brien, [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]












MARKEL INVESTMENT AND ADVISORS INSURANCE

Clemence Benwell, [email protected] and Jacob Heatherington,

[email protected]

OSTERWEIS CAPITAL MANAGEMENT

Antoine Piron, 800-700-3316, [email protected]

SANDY SPRINGS BANK – WASHINGTON FIRST MORTGAGE

Mike Eastman, 571-327-2145, [email protected]

THORNBURG INVESTMENT MANAGEMENT

Dan Reilly, 877-215-1330, ext. 7299, [email protected]








TRANSAMERICA

Chris Parks, CFPC, 202-439-7311, [email protected] and Carissa Miller,

[email protected]

VANGUARD

Tom Galgano, CFA, 516-509-5572, [email protected]

VIRGINIA 529

Lori Bennett, 804-225-3421, [email protected]

Rebecca Lyons, [email protected]

2018 SILVER SPONSORS

TD AMERITRADE INSTITUTIONAL

Ray Adams, 804-986-6155, [email protected]








2018 OFFICERS AND DIRECTORS

President: Howard Pressman, CFP® - 703-506-0843

Egan, Berger, Weiner, LLC, [email protected]

Chair: Bryan Beatty, CFP® - 703-506-0843

Egan, Berger, Weiner, LLC, [email protected]

President Elect: Chris Rivers, CFP® - 202-887-8135

Armstrong, Fleming & Moore, Inc., [email protected]

Treasurer: Parker Trasborg, CFP® - 703-425-0700

CJM Wealth Advisers, Ltd., [email protected]

Secretary and Advocacy Chair: Rose Price, CFP® - 703-356-4360

VLP Financial Advisors, [email protected]

Programs: Kirk Taylor, CFP® – 703-564-9109

1st Portfolio Wealth Advisors, [email protected]

Aaron Clarke, CFP® – 703-293-3100

Acorn Financial Services, [email protected]

Membership: Susan Chesson, CFP® - 540-931-9051

Buckingham Strategic Wealth, [email protected]

Sponsorships: Lisa Kirchenbauer, CFP® - 703-387-0919

Omega Wealth Management, LLC, [email protected]

Carl Holubowich, CFP® - 202-887-8135

Armstrong, Fleming & Moore, Inc., [email protected]

Social Events: Vernon Biggs – 312-557-3405

FLEXSHARES, [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: Mark Cecchini, CFP® - 703-734-9300

Sullivan, Bruyette, Speros and Blayney, [email protected]

Kelly McNerney, CFP® - 703-889-1111

FJY Financial, [email protected]

Pro Bono: Shellie Peters, CFP® - 301-656-1200

The Colony Group, LLC, [email protected]

Coryn Rosenstock, Esq. – 301-468-3220

Altman and Associates, [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.













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