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2023 Board of Directors |
President Director of Corporate Relations David Tassone, CFP Kaye Capital |
President Elect Director of New Professionals Katrina Soelter KCS Wealth Advisory |
Treasurer Jon Bacon, CFP EP WealthAdvisors |
Secretary Michael Johnston, CMA Water Mark Home Loans |
Chairperson Jamie Rugg, CFP Highline Wealth Partners |
Director of Membership Carl Walsh C2 Financial |
Director of Communications La Tanya Harris Voya Financial |
Director of Programs Jonathan Gruber, CFP Capstone Partners Financial & Insurance Services |
