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 |