董事会-执行委员会

The NAPFA基金会董事会 drives our mission of promoting consumer financial education through pro-bono financial advice. 受托人的任期为两年. The Board typically meets monthly by phone to discuss the direction of the Foundation and determine priorities. 受托人还在他们选择的委员会中任职.

总统

Danielle Seurkamp, MS, MPAS®，FBS®，CFP®

Danielle is the Principal and Founder of Well Spent Wealth Planning in Cincinnati, Ohio. She advises and supports individuals and families at all stages of life. Her passion is to help people achieve and enjoy financial success by making the best use of their financial and non-financial resources. She has a Master’s Degree in Financial Planning and maintains three professional certifications as a CERTIFIED FINANCIAL PLANNER, 高级研究总体规划®, 和注册金融行为专家®.

Danielle has volunteered for NAPFA/Kiplinger Maximize Your Money Days and founded a financial wellness program for Cincinnati’s Center for Respite Care to help people reestablish financial security and transition out of homelessness.

副总统
Michael Joyce, CFA®，CFP®

Michael是Agili的创始人和总裁. 像这样, 他负责整体投资策略, 投资组合管理和财务咨询服务. 迈克尔得了B.S. degree in finance from Pennsylvania State University and an MBA from Drexel University. 他也是一名特许金融分析师. Michael是NAPFA全国董事会的前任主席, 也是NAPFA基金会的前任主席. Michael also currently serves as Chairman of the Investment Committee for the Richmond Forum, 也是弗吉尼亚领导基金会的成员.

秘书/司库
Jamie Milne, CFP®

Jaime started Milne Financial Planning and became a NAPFA member in 1996 after working as a MassMutual agent and in banking. 作为一个“快乐和孤独”的从业者, 杰米在佛蒙特州有三个办公室:南伯灵顿, 巴利和圣. Johnsbury. Jamie目前是NAPFA基金会的秘书/财务主管. 2002年至2005年，他还担任NAPFA全国董事会成员, 并于2004年担任NAPFA全国董事会主席. 他还在NAPFA和NAPFA基金会任职, Jamie serves as treasurer of the Thaddeus Stevens School in Lyndonville, 佛蒙特州, 同时也是圣. 约翰斯伯里扶轮社.

董事会联络

迈克尔D. Gibney, AIF®，CFP®，CAP®

迈克尔D. Gibney is a Principal and Wealth Manager at Modera Wealth Management, LLC. Michael is a CERTIFIED FINANCIAL PLANNER™ professional and has earned the AIF® - Accredited Investment Fiduciary® professional designation and a Chartered Advisor in Philanthropy® professional designation. He served as the Governance Chair for the NJ Metro Multiple Sclerosis Society Board of 受托人 and remains an active member today. He served as 2010 Chairman of the New Jersey Financial Planning Association and 2011-2013 Chairman of the Board of 受托人 for the NJ Metro Multiple Sclerosis Society.

消费者联络

Dr. 克里斯蒂·亚克莱塔博士

Dr. Kristy Archuleta is an Associate Professor in one of the nation’s premier financial planning programs at the University of Georgia and a Licensed Marriage and Family Therapist. 在2018年8月加入佐治亚大学之前, she was an Associate Professor and Program Director of the Personal Financial Planning program at Kansas State University. 她的研究和教学兴趣与金融治疗有关, 夫妻和金钱, 以及改善财务和整体福祉的有效机制. She is a co-founding board member and Past-总统 of the Financial Therapy Association, 现任《bet5365首页手机版下载》主编, and has co-edited two books: Financial Planning and Scales and Financial Therapy: 理论, 理论, 研究, 和实践. Dr. Archuleta also serves as a Director and the Consumer Representative on the NAPFA Board of Directors.

受托人

汤姆布莱德利

汤姆布莱德利负责嘉信理财顾问业务的ASG部门, which provides custodial support services customized to independent Registered Investment Advisors with AUM of $300+ million He is responsible for the TD Ameritrade Advisor Services custody business as well as the integration of that business into Schwab. Tom spent three decades at TD Ameritrade, mostly in the service of independent advisors,. He served as president of TD Ameritrade’s Institutional business for 12 years prior to becoming president of the firm’s Retail Distribution unit. Tom is a graduate of the University of Richmond’s Robins School of Business.

艾米E. Irvine, CFP®，EA, CCFC, MPAS®

Amy是root Planning Group的创始人/所有者. Amy has had varied experiences in her financial career and successfully transitioned to opening her own firm, 扎根规划小组2016年. She currently serves on the Finance Committee for Fund for Women of the Southern Tier, 南芬格湖艺术委员会的捐赠委员会, and the Corning-Painted Post Historical Society and has previously served on the board for Faith-in-Action Steuben County, the and on the Human Ecology Committee for Cornell Cooperative Extension.

Amy remains dedicated to having more diversity in the profession empowered through education as evidenced by her involvement with the NAPFA 教育 Committee and previous tenure with the XYPN Diversity Committee. She is looking forward to becoming a member of the NAPFA Board and believes Leadership isn't about one action or one person, 而是“一群人如何合作才能成长.”

Susan Hodges Strasbaugh, CFP®，EA

苏珊是白金汉战略财富的财富顾问. 在她的公司于2018年与白金汉合并之前, 苏珊是斯特拉斯堡财务咨询公司的首席执行官, 公司., a fee-only financial and investment advisory firm she founded in 1998. Susan graduated from the University of Southern California with a Bachelor’s in Business Administration. 她曾在NAPFA的妇女倡议委员会任职, with the goal of bringing more women into the financial services profession.

Susan has also been recognized as a Woman of Influence by the Colorado Springs Business Journal, 目前担任Care董事会成员 & Share，南科罗拉多州的食品银行.

John Wenzel, CFP®

约翰·温泽尔是Archvest财富顾问公司的联合创始人. John demonstrates his passion for financial planning via his commitment to serve each of the company’s clients. Prior to Archvest, John worked as a Financial Advisor at a Registered Investment Advisory firm. 他是NAPFA注册顾问和注册财务规划师. 约翰曾在NAPFA西部地区董事会任职, 曾在多个NAPFA委员会任职, the Board of Directors for his local Rotary club and is a board member of Hope 680, 致力于帮助无家可归者的部门. John likes to spend his time volunteering through his local Rotary club as well as within the financial planning industry itself. 他积极参与当地教堂的活动，喜欢摄影, 山地自行车, 有机会打高尔夫球.