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2011 Board of Directors

FPA of Middle Tennessee
2012 Officers & Directors

 

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

 President Elect
Jerry Moore, CFP®, CIMA
O'Rear and Associates
(615) 371-8598

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

 Treasurer
Bryan S. Jones, CPA, CFP®
CPA Consulting Group, PLLC
(615) 322-1225
Chairman
Vance Lahey, CFP®
Ameriprise Financial Services, Inc
(615) 771-5278 x 358

Career Development Director  
 Matt Bader
Snow Creek Wealth Management 
(615) 673-7795

Membership Director
Tom Begley, CFP®
Wunderlich Securities, Inc.
(615) 567-2080

Government Relations Director
Brian T. Church
AXA Advisors, LLC
(615) 386-6399

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

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

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

Pro Bono Director
Dan Shepard
American Century Investments
(615) 785-5306 
Director of Corporate Sponsorships
Grant R. Ellis
Ellis Benefits Group, Inc. 
(615) 972-0552		 Government Relations Director
Barry Kyte, CFP®
 TrustCore Financial
(615) 277-9461
Director of Symposium
Erin M. Lane 
Ameriprise Financial 
(615) 771-5278

Director at Large
Lenda Elmlinger, CFP®
Pinnacle Financial Partners
(615) 690-4087
Director at Large 
Kim Boone, CFP® 
First Farmers & Merchants Bank 
(931) 380-8259

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

Director at Large 
Mindy S. Hirt, CFP®
Regions Trust
(615) 748-2192

  Director at Large
William R. Welborn, III, CFP®
Mastrapasqua Asset Management
(615) 244-8400

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

  

 

 

 

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