董事会
NAPFA为超过4个国家提供支持和教育,500 members all over the country 和 is governed by the volunteer board of directors 和 supported by 四个地区委员会. 这些志愿者包括来自全国各地的主要收费理财规划师,他们代表了更广泛的会员.
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达芙妮·乔丹,注册会计师
椅子
达芙妮·乔丹,注册会计师, is a wealth advisor at Pioneer Wealth Management Group in Austin, Texas. 对创新和思想领导有坚定的承诺, 达芙妮在全国个人财务顾问协会(NAPFA)和整个财务规划界做出了重大贡献. She is proud of co-founding 和 co-chairing NAPFA's groundbreaking Diversity & Inclusion initiative 和 serving back-to-back terms as the Association’s Audit 椅子.
Daphne's unwavering dedication has earned her well-deserved recognition in the industry. 她很荣幸被列入Investopedia的2021年100位顶级财务顾问,并获得了InvestmentNews“卓越多样性”计划颁发的2019年杰出新星奖. 作为一个炙手可热的专家, 她在Money Savage和Negotiate Anything播客等平台上分享了她的见解,并在几次会议和活动中就金融教育主题发表了演讲. 达芙妮还在奥斯汀家庭杂志上发表了一篇文章,并被Nerd Wallet的在线杂志和美联社引用.
达芙妮不仅是一位值得信赖的财务顾问,而且是变革的催化剂,并努力成为使财务规划易于实现的推动力. 作为一名前教育家和终身学习者, she distinctly underst和s the transformational power of knowledge 和 the change it can enact.
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Joni Alt, CFP®
椅子-Elect
Joni是Evermay财富管理的高级财富顾问. Joni在财务规划/投资管理领域工作了30多年,并利用她作为一个不断学习的动力来寻找新的方式来服务她的客户.
作为东北/中大西洋地区委员会的一员,乔尼开始了她的NAPFA志愿服务,作为一种回馈职业的方式. “Being part of the NAPFA Board will allow me to continue that path I began a few years back. This association has helped me connect with other liked minded planners, 其中许多人现在是朋友和同事。”.
乔尼想“继续回馈NAPFA专业人士社区,他们帮助过我,这样我就可以帮助下一代进入这个行业。.她期待着专注于会员教育, maintaining NAPFA’s reputation in the financial planning community, 并在监管和公共政策问题上保持与时俱进.
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Deva Panambur, CFA®,CFP®
财务主管/秘书
Deva是Sarsi的创始人, 有限责任公司, 他是纽约西部的一位收费财务顾问, 新泽西和纽约, 纽约,客户遍布全国各地和国外. Deva has been in the investment 和 financial advisory profession for over 23 years, 帮助家庭保存, 保护, 增加他们的财富和幸福 . He is passionate about financial literacy 和 teaches a personal 金融 class at a University in New Jersey. He has a Bachelor of Technology from the 印度n Institute of Technology, 印度, a Master in International Management from the 印度n Institute of Foreign Trade, 印度, 拥有雷鸟全球管理学院MBA学位, 格兰岱尔市, AZ.
东北/中大西洋地区委员会的前任成员, Deva珍惜NAPFA社区和与志同道合的专业人士的归属感,并认为有机会塑造组织的未来是一种荣幸.
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Dr. 克里斯蒂·亚克莱塔博士.D.,左,ft - i (tm)
NAPFA消费者代表
Kristy是佐治亚大学全国首屈一指的财务规划项目的副教授,也是持牌婚姻和家庭治疗师. 在2018年8月加入佐治亚大学之前, 她是堪萨斯州立大学个人财务规划项目的副教授和项目主任. 她的研究和教学兴趣与金融治疗有关, 夫妻和金钱, effective mechanisms to improve financial 和 overall well-being. She is a co-founding board member 和 Past-President of the Financial 的rapy Association, 现任《三亿体育app》主编 金融治疗杂志,并合编了两本书: 财务规划及规模 和 金融治疗:理论、理论、研究与实践.
Dr. 阿丘莱塔发表了许多学术文章,并接受了国内和国际媒体的采访, 包括 的 纽约时报, 投资者商报, 投资的新闻, 投资者商报, CNBC, 魅力, CBS财经观察, 游行, 和 美国国家公共电台. She serves as a Hartford Funds Human Centric Insights Panelist as well as on the Editorial Boards for 财务规划检讨, 财务规划杂志, 韩国财务规划评论. Dr. 亚克莱塔是堪萨斯州立大学人类生态学院迈尔斯-阿尔福德杰出教学奖和俄克拉荷马州立大学人文科学学院杰出校友奖的获得者.
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费洛德·卡利克斯特,J.D., CFP®
Feraud Calixte is a Senior Financial Advisor at Modera Wealth Management, 有限责任公司. His role involves working with 客户 to formulate planning goals, 制定和实施财富管理策略,监督客户实现其财务和投资目标的进展.
在加入Modera之前, Feraud是精品财务规划公司Vantage Pointe planning的创始人和首席财务规划师. Feraud worked as an advisor for several large national wealth management firms. Feraud is passionate about helping families navigate the complexities often 联系d with 金融s. Feraud is committed to the financial planning industry 和 regularly volunteers to teach financial literacy. 除了在NAPFA董事会任职, 他曾在NAPFA南部地区董事会任职, 会议委员会, 会员资格委员会, 和更多的.
弗劳德曾被各种出版物引用,如美国.年代的新闻 & World Report, Yahoo Finance, 投资的新闻, NAPFA Advisor. Feraud has been recognized by 投资的新闻 40 under 40 as an emerging leader in the industry. He was also interviewed for the Longview Podcast hosted by Morningstar Inc.
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安·加西亚,注册会计师
安是独立进步顾问公司的老板, 波特兰的收费注册投资顾问, 俄勒冈州. 除了做了十几年的财务顾问, Ann的商业背景包括技术行业的营销和战略规划,并拥有两家企业, 一家专业服务公司和葡萄酒进口商/经销商. Ann holds the CFP® designation 和 earned her BA from the University of California, Berkeley.
安是这本书的作者 如何支付大学学费,以及“大学理财女士”g. 她开发了“大学理财计划大师班”,以帮助更多的家庭克服这种经常被焦虑困扰的状况, 压倒性的, 令人困惑的过程. Ann is regularly cited in national media (纽约时报, U年代的新闻 & 《安卓版下载》(World Report)关于大学规划的主题.
Ann曾担任NAPFA西部地区董事会成员, 领导地方团体和会员活动.
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迈克尔D. Gibney, CFP®,CAP®,AIF®
迈克尔·吉布尼是一位经验丰富的金融专业人士, currently holding the role of Principal 和 Wealth Manager at Modera Wealth Management, 有限责任公司. 拥有超过20年的财务规划经验, 之前在华尔街工作了15年, 他是全国客户信赖的顾问. 他的专业知识涉及财务规划的各个方面, 包括退休, 房地产, 税收筹划, 风险管理.
他的教育背景包括佩斯大学(Pace University)工商管理信息系统学士学位和纽约大学(New York University)财务规划证书. 他持有注册财务规划师证书, 特许慈善顾问®(CAP®), Accredited Investment Fiduciary® (AIF®) professional designations. 值得注意的是, he’s been quoted in esteemed publications such as 的 Wall Street Journal, 财富杂志, 和《安卓版下载》, 提供个人理财和退休计划方面的见解.
他的影响超出了他的职业生涯, 因为他积极地为社区做出贡献,包括在新泽西地铁多发性硬化症协会担任领导职务. 他是东北中大西洋区域委员会的前任成员,并担任NAPFA领导发展委员会的前任主席.
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Cheryl Holl和, CFP®,CFBA
Cheryl is the Founder of Abacus Planning Group 和 has been in the profession for more than 30 years. 她已经参与了几个NAPFA志愿者的机会, 包括多个会议委员会, 主席的委员会, 领导力峰会委员会, 和更多的.
谢丽尔对与大公司相关的问题有着强烈的承诺,并扩大了职业的多样性. She feels that NAPFA is "often the North star 和 change maker 和 can be in this area, too".
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本·雅各布斯,M.S.cfp®,ea, aif®
本是full Financial的创始人. 他在佐治亚大学获得了财务规划和消费经济学的本科和硕士学位, 他以最优异的成绩从哪里毕业. He has nearly ten years of experience in NAPFA as a student member, 联系, 和napfa注册财务顾问. He served on the NAPFA创世纪 Committee for five years, most recently as 椅子. Additionally, he was a 2021 recipient of NAPFA's New Professional Award. Ben is also a part-time instructor in the financial planning program at UGA, 教授财务规划课程的顶点课程.
作为董事会成员, Ben hopes to build on the work the DEI Committee has done 和 address important DEI issues in the profession. He also hopes to address the "ongoing issue of compensation as a financial advisor.他认为,“向消费者提供更多的教育,并在顾问的薪酬方面保持透明度,仍应是当务之急。”. 他对NAPFA提供的收费顾问社区充满热情,并荣幸地担任NAPFA董事会成员. Ben lives with his husb和, Cody, their three dogs in Athens, GA.
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Laura Barnett Lion, CFP®
Laura is Managing Director of 的 Mather Group 和 has been a NAPFA member for more than 20 years. Her most recent NAPFA service was on the 2019 Spring Conference committee. 在那之前, Laura served on the Leadership Development Committee 和 as a member of the South Region Board. “能够帮助他人建立友谊,这让我深感欣慰,就像那些让我受益匪浅、丰富了我职业生涯的友谊一样. Such relationships between advisors I believe is one of the things that sets NAPFA apart.”
Laura is passionate about NAPFA 和 believes it holds an important position in the industry. 继续推动更严格的信托标准, 收费的透明度和使消费者能够根据这些指导方针搜索建议是重要的工作.
劳拉期待着用她的观点和经验,来自她30年的行业和20年的企业主来帮助NAPFA向前发展. She has a deep respect for all that the Association has accomplished. “It will be a privilege to serve on the Board 和 has been a goal of mine for a long time. 这个组织对我很好. 它给了我深厚的友谊, 客户, 知识来建立我的事业, 我很乐意有机会把爱传递出去.”
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娜塔莉·派恩,注册会计师
Natalie is Managing Partner for Briaud Financial Advisors 和 has been in the profession for over 15 years. She has served on several committees throughout her time with NAPFA, 包括 most recently chairing the NAPFA Spring 2022 National 会议委员会.
Natalie has a strong desire to help maintain NAPFA's role "as the moral, 职业道德领袖." She hopes to help NAPFA grow 和 continue acting as a "guiding light" until fee only, 信托理财计划主导着市场.
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詹姆斯J. 威廉姆斯,注册会计师,工商管理硕士
James (JJ) Williams is the CEO 和 Founder of Williams Financial, 有限责任公司. 拥有超过20年的经验, 他建立了一个充满激情的团队,帮助客户了解并在他们的财务规划中发挥积极作用.
JJ holds a business administration degree from Southern Vermont College, 马萨诸塞大学阿默斯特分校的MBA学位, as well as a certificate in financial planning from Boston University. 他持有多个证券执照, such as Series 7 和 63 和 currently holds the Series 66 FINRA licenses. 在成立威廉姆斯金融之前, JJ的职业生涯跨越了各种角色, 从银行经理到市场总监, 监督运营, 金融, 以及作为独立经纪人的合规.
他是一位敬业的教育家, 曾在卡斯尔顿大学教授商业课程, 佛蒙特社区学院, 和南佛蒙特学院. 他还曾在哈德逊谷社区学院担任创业部门主席, 纽约州立大学.
加入NAPFA董事会之前, 他曾担任NAPFA成员委员会的前任主席,并曾担任NAPFA东北中大西洋地区委员会的董事会成员.