Choose from 1,000s of financial planners, all of whom adhere to FPA's Code of Ethics.


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


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


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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

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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

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

Schretter, Bill Head Shot

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

Committee Members:
Mark Sommerville

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

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