PlannerSearch

Choose from 1,000s of financial planners, all of whom adhere to FPA's Code of Ethics.

Go

For FPA Members
 
 

2012 Board of Directors

 



   President  
  Jessica L. Bokhart, CFP® 
  Market Street Wealth Management
  Advisors, LLC 
  (317) 860-1085

 

 

  President Elect &  Membership Director

  Adan H. Diaz, CFP® 
  Grunawalt Baer Diaz Financial 
  (317) 846-9702



  Secretary  
  

 

 

 

  Chairman
  Valerie Porter, CFP®

  Summitview Financial
  (317) 575-0800

 

 

 

  Treasurer  
  John Wheeler, CPA/PFS, CFP®
  David A. Noyes & Company
  (317) 819-4609

 

 

  Director of Communications 
  Evan D. Bedel, CFP® 
  Bedel Financial Consulting, Inc. 
  (317) 843-1358 


 

  Career Paths Director
  Brian O. Wright, CFP® , AIF® , MBA
  Market Street Wealth Management
  Advisors, LLC 
  (317) 522-5459

 

 

  Student Development Director
  Elizabeth M. Braden, CFP®
  Worley Erhart-Graves Financial Advisors 
  (317) 872-5090


 

  Program Director  
  David T. Klaus, MBA, CASL 
  Metlife Resources 
  (317) 818-4673

 

 

   Pro Bono Director  

 

 

  Public Relations Director  
  Marie S. Marks, CFP® 
  Strategic Planning Group, Inc. 
  (317) 806-3081

 

 

 

  Roadmap to Success Director

  Stephanie L. Willison, CPA/PFS, CFP® 
  Sherman & Armbruster, Inc.
  (317) 881-6670


 

 


  Community Relations Director 
  John W. Guy, CFP® 
  Wealth Planning & Management, LLC 
  (317) 228-0800 

 

 


  Meeting Greeters Director
  Mark A. Cade, CFP®, RHU, CFS, RFC 
  Cade Group, Inc. 
  (317) 215-2473 

 

 


  Special Events Director
  Michael D. Fields, CFP® 
  Comprehensive Retirement Solutions 
  (317) 844-5100 x11

 


  Sponsorship Manager 
  Roxanne M. McGettigan 
  FPA of Greater Indiana 
  (317) 638-0402

 



  Government Relations Director 

 

 



  Director at Large 
 

 



 

 

  Chapter Executive  
  Sandy Gray 
  FPA of Greater Indiana 
  (317) 844-6268

 

Login

 

2012 Patron Sponsors

 

 

 

BGD Logo 3