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For FPA Members
 
 

2013 Board of Directors

 2013 President
 Charles A. Kerwood III, CFP® 
 Waller Financial
 (239) 325-8505		  President-Elect (2014 President)
 Gary Medley, CFP®
 Medley Advisory Services, LLC
 (239) 444-5644 
 Past President (2012 President
 Thomas H. Horner
 Marketing Services
 (239) 540-3200		  Director of Government Relations
 Greg  Hunter, CFP® 
 JP Morgan
 (239) 777-3024
 Treasurer
 Deborah Wingerson, CFP® 
 Director & Sr Portfolio Management JKMilne  Asset  Management
 (239) 936-3430		  Director of Membership
 Timothy D. Allen,  CMB
 Liberty Home Equity Solutions
 (239) 571-5440
 Secretary
 Nadia Keric,CFP® 
 (239) 263-8146		  Program Director
 Jason Print
 Summit Wealth Management
 (239) 254-1875
 Community Service and
 Pro Bono Director
 Renee  Porter-Medley, CFP® 
 Key Private Bank Wealth Advisory Services
 (239) 247-2444		  Student Relations
 Scott R. Schatzle, CFP® 
 Uhler & Vertich Financial Planners
 (239) 936-6300
 Chapter Administrator
 Jennifer Howes
 5006 Fairhaven Lane Naples, FL 34109
 (239) 682-8530		  

 

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