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2013 Board of Directors

FPA of Middle Tennessee
2013 Officers & Directors

 

Chairman
Buddy Wootten, III, MS, CFP®, CLU 
Innovative Financial Group, LLC 
(615) 515-8142

President
Jerry Moore, CFP®, CIMA
O'Rear and Associates
(615) 478-0621

President Elect
Tom Begley, CFP®
Wunderlich Securities, Inc.
(615) 567-2080

Secretary
Dr. W. Fred Kendall, CFP®
Belmont University
(615) 460-6345 

Treasurer
Catherine V. (Kay) Quinn, CPA, CFP®
Quinn Financial Partners, LLC
(615) 297-3434

Career Development Director  
 Matt Bader
 Envision Wealth Planning
(615) 242-3808

Membership Director
Barry Kyte, CFP®
 TrustCore Financial
(615) 277-9461

Government Relations Director
Brian T. Church
Ambassadors International
(615) 545-6095

Symposium
Vance Lahey, CFP®
Ameriprise Financial Services, Inc
(615) 771-5278 x 358
Director of Corporate Sponsorships
Chris Nickoloff
Millennial Advisory Group, LLC 
(615) 369-0655

Public Relations Director
Kristen K. Gunderson, CFP®
First Tennessee Bank
(615) 734-6041

Pro Bono Director
Dan Shepard
American Century Investments
(615) 785-5306 

Programs Co-Chairman 
Kim Boone, CFP® 
First Farmers & Merchants Bank 
(931) 380-8259

Programs Co-Chairman
Lenda Elmlinger, CFP®
Pinnacle Financial Partners
(615) 690-4087

Director-at-Large
Kerry R. Morris, CFP®
Assurance Financial Partners, LLC
(615) 764-0016

Director at Large
Bryan P. Fay, CFP®
SunTrust Bank, Nashville
(615) 748-4364 

Director at Large 
Mindy S. Hirt, CFP®
Argent Trust Co. of TN
(615) 385-2718

Director-at-Large 
Michael R. Wallin, CFP®, LUTCF
Michael Wallin Financial Services
(615) 319-7939

Chapter Executive
Suzanne Regen
FPA of Middle Tennessee
(615) 473-1450

 

 

 

 

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