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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, CFP® Equalis Financial |
Treasurer Jon Bacon, CFP® EP WealthAdvisors |
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Secretary Michael Johnston, CMA Water Mark Home Loans |
Chairperson Director of Advocacy 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 |
