Please note: These links will take you to FPA National's Web site.
Please note: These links will take you to FPA National's Web site.
Choose from 1,000s of financial planners, all of whom adhere to FPA's Code of Ethics.
| 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 |