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
Bernie Clark
Immediate Past Chairman
Schwab Advisor Services
Executive Vice President
Executive Vice President
Scott Kahan, CFP®
Vice Chairman
Financial Asset Management Corporation
President & Senior Financial Planner
President & Senior Financial Planner
Alexandra Armstrong, CFP®
Armstrong, Fleming & Moore, Inc.
Chairman & Founder
Chairman & Founder
Elissa Buie, CFP®
Yeske Buie Inc.
Chief Executive Officer
Chief Executive Officer
David Canter
Fidelity Investments
Executive Vice President, Head of the RIA Segment
Executive Vice President, Head of the RIA Segment
Terri Fiedler
AIG Financial Distributors
Executive Vice President, Strategic Accounts
Executive Vice President, Strategic Accounts
John Fodor
Ben Harrison
Pershing Advisor Solutions
Managing Director, Business Development and Relationship Management
Managing Director, Business Development and Relationship Management
Kate Healy
TD Ameritrade Institutional
Managing Director, Generation Next
Managing Director, Generation Next
Dan Moisand, CFP®
Moisand Fitzgerald Tamayo, LLC
Principal and Financial Advisor
Principal and Financial Advisor
Mary Pat Roenbeck
BlackRock
Managing Director
Managing Director
Eileen M. Sharkey, CFP®
Sharkey, Howes & Javer, Inc.
Principal
Principal
Laura Tarbox, CFP®
Tarbox Family Office
President
President
Dr. Dave Yeske, DBA, CFP®
Yeske Buie Inc.
Managing Director
Managing Director