President Sue Larkin, CFP®  Larkin & Associates 623-972-6155 Member of Executive Committee

Sue Larkin, CFP®, has been providing financial planning services since 1982. She is an Advisory Associate of Larkin & Associates, an Arizona licensed Investment Adviser headquartered in Surprise, Arizona. She is Co- Regional Director, a Registered Principal, and an Investment Advisor Representative of Financial Network Investment Corporation, Member SIPC.

With a Master’s degree in Education from Arizona State University, Sue has been an instructor of investment courses since 1984. She received a “Creative Programming” award in 1994 from the National University Continuing Education Association – Division of Programs for Women, for her course entitled My Husband Always Handled the Money. She is available as a program speaker on a number of financial planning topics, including special programs for women.

Sue and her husband Don are co-authors of the practical financial guide for retirees, The Larkin Guide: Enjoying the Riches of Retirement. It was featured in USA TODAY in a special section on financial planning. Over 10,000 copies of the book have been distributed.

Listed in Who’s Who of American Women and Who’s Who in Business andFinance, Sue is involved in a number of community organizations. She is a past president of the Greater Phoenix Chapter of the International Association for Financial Planning (now known as FPA). She is current secretary and twice a past president of Altrusa International, Inc. of the Sun Cities Area. Sue has served as service chairman and secretary of the board of District Eleven of Altrusa. She has served several years on the Board of Directors, including as Secretary, of Mingus Mountain Estate Residential Center, Inc., a non-profit residential treatment center for teen girls, located near Prescott, Arizona.

President-Elect, Vice President  Beverly Bowers, CFP® Miller/Russell & Associates LLC 602-288-1255 Member of Executive Committee

Beverly Bowers serves as Senior Portfolio Manager for Miller/Russell & Associates LLC in Phoenix. Miller/Russell is one of the Southwest's largest registered investment advisory firms with offices in Arizona, California and Nevada.  She provides investment management and support for high net worth clients, including advice relating to estate planning, tax and insurance issues.

Beverly received a Bachelor of Science degree in Economics from Iowa State University, and is also a graduate of the Pacific Coast Banking School. She is a CERTIFIED FINANCIAL PLANNER™ professional.

Beverly is currently a member of Central Phoenix Women, the Phoenix Committee on Foreign Relations, the Desert Botanical Garden, and Iowa State University Alumni Association. She volunteers with Junior Achievement and the Women's Metropolitan Arts Council, which supports the Phoenix Art Museum. In 2003, Beverly was recognized as a Paul Harris Fellow by the Rotary Foundation of Rotary International and in 1993 Beverly was inducted into the Arizona Hall of Fame for Financial Women International.

In her free time, Beverly enjoys her grandchildren, travel, music, hiking, swimming, and she is an avid sports fan.

Secretary/Treasurer  Kathleen Murray, CFP®  Dynamic Wealth Advisors 602-625-9846 Member of Executive Committee

Kathleen Murray is a CERTIFIED FINANCIAL PLANNER™ professional who holds a Bachelor of Science degree in Business Administration from St Leo University and a Master's degree in Personal Financial Planning from The College for Financial Planning.

Originally from Boston, MA, Kathleen has traveled extensively and has chosen Phoenix as her home. She works with Dynamic Wealth Advisors to offer her services to her clients. Believing that  comprehensive wealth management increases one's likelihood of achieving a successful retirement, Kathleen focuses her attention on women who have experienced widowhood or divorce.

Chairman  Kim Bridges, Ph.D., CFP®  Stoker Ostler Wealth Advisors 480-890-8088 Member of Executive Committee

Kim is a CERTIFIED FINANCIAL PLANNER™ professional working as a senior financial planner at Stoker Ostler Wealth Advisors. She has an academic background, having become one of the first two graduates in the country with a PhD in Personal Financial Planning. Her dissertation centered on the role of human capital as a financial safeguard, and she has a continuing interest in research on financial issues affecting women.

Dr. Bridges' research has been presented at several academic and professional conferences, including those of the Academy of Financial Services, the American Council on Consumer Interests, the Missouri Valley Economics Association, and the Society of Financial Services Professionals.

Kim is a transplant to Arizona. She grew up in Southern California and New Orleans, and spent the first 20 years of her life moving across the globe--first as an active-duty marine, then as the wife of one.  Kim is the mother of four grown children and has one granddaughter. In her spare time she enjoys hiking, reading, and spending time with her family.

In addition to her membership in the Financial Planning Association, Kim is a member of the Academy of Financial Services, the East Valley Estate Planning Council, and the Society of Financial Services Professionals.

Director of Membership Dan Zaremba itSynergy 602-297-2400 x2004

Dan Zaremba is a Senior Technology Advisor at itSynergy, a firm that specializes in providing technology consulting for small and medium business. Dan has nearly 20 years of experience working in various sales and marketing roles for software and computer consulting firms. After earning a BA in German with a minor in Business from Kent State University in 1985, Dan began his career working for an international marketing firm and spent two years in Salzburg, Austria as a foreign exchange student

Dan moved here from Ohio over 14 years ago and has been with itSynergy for 8 years. In helping his customers, Dan believes that technology should support the goals of the business and suggests changes in IT strategy as those goals change.

When not helping clients, Dan enjoys cycling and playing tennis.

Director of Public Relations Suzanne Muusers, ACC Prosperity Coaching, LLC 480-922-1723

Suzanne Muusers is a certified business coach with a Bachelor's degree in International Business and Marketing. She works with independent financial planners and Registered Investment Advisors helping clients with productivity, marketing, and business planning. Prior to starting her coaching business, Suzanne managed her own international import business as well as a retail business in Scottsdale.

Suzanne is a transplant from Australia, Hong Kong, and Hawaii and has lived in Arizona since 1990. She served on the board of the International Coach Federation from 2008 through 2010. Suzanne and her husband, Dana, live in Scottsdale and enjoy hiking and camping.

A Certified Financial Planner since 1982, Gary is the founder/managing partner of GRC Financial LLC and is dedicated to using the financial planning process to serve the financial needs of individuals, families and businesses.  In addition, he represents a select number of professional money managers to other independent financial advisors nationally.

A thirty year veteran of the investment industry, Gary has held regional management with Nationwide Financial in annuities, retirement plans and wealth management.  He served as Executive Vice President, National Sales Manager of SunAmerica Asset Management and was the Vice President and Director of Direct/Alternative Investments for Shearson Lehman Brothers.

Gary is a graduate of the University of Wisconsin-Whitewater with a Bachelor in Business Administration and holds FINRA Securities licenses 7,24 and 63.   He and his family reside in Scottsdale, Arizona.

Regulatory Director Michael Fischer, CFP®, AIF® Sequoia Financial Advisors, Inc. 480-421-0600

Michael J. Fischer is the owner/principal of Sequoia Financial Advisors, Inc, a firm that specializes in providing financial services to two distinct groups. One specialty is offering comprehensive financial planning for individuals and couples. These clients are either 1) women who are suddenly single through death or divorce, or 2) individuals or couples who are near or at retirement age. The second area of expertise is investment advice and education to sponsors, trustees and participants of qualified retirement plans. 

Michael has a Bachelor of Arts in Psychology from St. Mary's College in Winona, MN and a Master of Arts in Counseling Psychology from the University of North Dakota. Michael worked in marriage and family counseling until 1982 when he entered the field of financial planning. He received his CFP^® designation in 1984 and started his own firm, Sequoia Financial Advisors, Inc., in 1986. He received his AIF^® designation in 2004, is currently a registered principal with Foothill Securities Corporation, a Registered Broker Dealer, and is insurance-licensed in the state of Arizona.

Active in his community, Michael has lived in Arizona since 1973 and has served on a number of Boards across the Valley, including The Children's Cancer, the Foundation Board at Phoenix Children's Hospital, and Arizona Saves, Inc. In his spare time, he enjoys spending time with his wife, Erin, traveling and playing golf.

Technology Director Kevin O'Reilly, CFP® , CRPC Foothills Financial Planning, Inc. 480-445-9072

Director of Partnerships Jeremy Mitchell, CFP® Robert Harding Financial Group 623-977-9823

Jeremy serves clients of the Robert Harding Financial Group as portfolio strategist and financial planner, creating custom client portfolios and written financial plans. He joined Robert Harding Financial in 2004. He began at the firm some years earlier as an Information Systems consultant. Graduating Summa Cum Laude in 2003, he received a Business Administration degree in Computer Information Systems.

Director of Lifelong Learning, Ethics Jason Miller, CFP® Harris Private Bank 480-951-4673

 
Jason serves as Manager, Financial Planning for Harris Private Bank. He graduated cum laude from the W. P. Carey School of Business at Arizona State University with a Bachelor of Science in Finance and earned an MBA from the Marriott School of Management at Brigham Young University. Jason is a CERTIFIED FINANCIAL PLANNER™ certificant.

In addition to serving on the board of directors of the Financial Planning Association of Greater Phoenix, Jason is a member of the East Valley Estate Planning Council and Arizona Management Society. He also serves in the Boy Scouts of America.

Director-at-Large  Virginia Dhondt, CFP® Keats, Connelly & Associates. 602-955-5007

Ms. Dhondt is a CERTIFIED FINANCIAL PLANNER™ professional at Keats, Connelly & Associates, a Phoenix-based, Fee-Only wealth management firm that assists Canadians and Americans realize their dreams of a cross-border lifestyle. She assists clients and manages their comprehensive cross-border and domestic financial plans.

Virginia received her Bachelor of Science in Finance from Arizona State University. Virginia enjoys reading, hiking, and spending time with friends and family. Virginia and her husband Mike live in Phoenix, Arizona and are involved with several local dog clubs. She volunteers to promote responsible pet ownership; she also volunteers with the Arizona Chapter of the National Multiple Sclerosis Society.