Board of Trustees

    “I believe it’s our duty as financial planners to give back to the profession that has given us so much. Having seen the impact that pro bono planning has on people’s lives, I can say that it’s a true honor to help lead the Foundation in this important work.”
    Kacy Gott, CFP®, Chairman

    Kenneth “Kacy” Gott, CFP®
    Meritas Wealth Management
    Senior Financial Planner
    Bernie Clark
    Immediate Past Chairman
    Schwab Advisor Services
    Executive Vice President
    Scott Kahan, CFP®
    Vice Chairman
    Financial Asset Management Corporation
    President & Senior Financial Planner
    Alexandra Armstrong, CFP®
    Armstrong, Fleming & Moore, Inc.
    Chairman & Founder
    Elissa Buie, CFP®
    Yeske Buie Inc.
    Chief Executive Officer
    David Canter
    Fidelity Investments
    Executive Vice President, Head of the RIA Segment
    Terri Fiedler
    AIG Financial Distributors
    Executive Vice President, Strategic Accounts

    John Fodor

    Ben Harrison
    Pershing Advisor Solutions
    Managing Director, Business Development and Relationship Management
    Kate Healy
    TD Ameritrade Institutional
    Managing Director, Generation Next

    Dan Moisand, CFP®
    Moisand Fitzgerald Tamayo, LLC
    Principal and Financial Advisor

    Mary Pat Roenbeck
    Managing Director
    Eileen M. Sharkey, CFP®
    Sharkey, Howes & Javer, Inc.
    Laura Tarbox, CFP®
    Tarbox Family Office
    Dr. Dave Yeske, DBA, CFP®
    Yeske Buie Inc.
    Managing Director