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 |
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 |