2013 Board of Directors

President
Beverly Bowers, CFP®
Miller/Russell & Associates, Inc.
602.288.1255  
Member of Executive Committee

Vice President/President-Elect
Jason Miller, CFP®
BMO Private Bank
480.951.4673
Member of Executive Committee
Secretary/Treasurer
Kathleen Murray, CFP®
Dynamic Wealth Advisors
602.625.9846
Member of Executive Committee
Chairman
Sue Larkin, CFP®
Larkin & Associates
623.972.6155   
Member of Executive Committee

Director of Membership 
Alan Small
Southwest Annuity Group
602.544.1234 x 1

Director of Public Awareness / Outreach
Gary Croatt, CFP®
GRC Financial LLC
480.451.1425

Director of Public Relations
Suzanne Muusers, ACC
Prosperity Coaching, LLC
480.922.1723

Director of Lifelong Learning, Ethics
Robyn Gerke, CFP®
Stoker Ostler Wealth Advisors
480.302.3812

Director of Pro Bono and at-Large
Sharon Bumgarner, CFP®
602.375.9251

Technology Director
Kevin O'Reilly, CFP®, CRPC
Foothills Financial Planning, Inc.
480.445.9072

Regulatory/Legislative Director
Marcus Johnson
Johnson Financial Advisors
602.242.4000

NexGen Liaison
Darin Shebesta, CFP®
480.609.1055

Executive Director
Jo Lynne Hutchinson
4848 E. Cactus Rd, #505-815
Scottsdale, AZ 85254
480.483.9035

 

Board Members' Biographies

 

Login