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For FPA Members
 
 

2014 Board of Directors

If you are interested in participating in the activities of one of our committees take a look at our Committee Interest Form.

 

Wilson, Walter Picture 11.4.13

President

Walter Wilson, CFP®
Waddell & Reed, Inc.
(513) 985-9430
Click here to view/download Mr. Wilson's Bio

  Duncan, Nathan 2013 Photo

Immediate Past President
Nathan Duncan
Click here to view/download Mr. Duncan's bio

 

 Nye, Henrietta Head Shot

Membership & Student Membership Director
Henrietta Nye, CFP®, CLU, ChFC, CPCU
Keir Educational Resources
(513) 366-3600
Click here to view/download Ms. Nye's bio

Commitee Members:
Michael Amstutz
Carol Hoffman

Purvis, Deanna Photo

Programs Director
E. Deanna PurvisCFP®
The Financial Network Group
(513) 469-7500
Click here to view/download Mrs. Purvis' bio

Armstrong, Michael Photo

Sponsorship Director
Michael Armstrong
Goldman Sachs
(773) 230-0005
Click here to view/download Mr. Armstrong's bio

 

Pro Bono Director
Chris Davis
Viceroy Wealth Counsel
(513) 794-1899
Click here to view/download Mr. Davis' bio

 Duncan, Nathan 2013 Photo

Secretary/Treasurer
Nathan Duncan
Click here to view/download Mr. Duncan's bio

Schretter, Bill Head Shot

PR Director
Bill Schretter
CFP®, CLU, ChFC
Raymond James Financial Services
(937) 280-4977
Click here to view/download Mr. Schretter's bio

Committee Members:
Mark Sommerville

 Summe, Brian Photo

Member at Large
Brian Summe, CRPC®
Oppenheimer Funds
(859) 578-8509
Click here to view/download Mr. Summe's Bio

Jessi Konnagan Picture

Chapter Executive
Jessi Konnagan
FPA of Southwestern Ohio
(513) 554-3063


 

 

 

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