2014 Board of Directors

 

President
Jason Miller, CFP®
BMO Private Bank
480.440.2575 
Member of Executive Committee

Vice President/President-Elect
Darin Shebesta, CFP®
Jackson Financial Advisors
480.213.3430
Member of Executive Committee

Secretary/Treasurer
Kathleen Murray, CFP®
Dynamic Wealth Advisors
602.625.9846
Member of Executive Committee

Chairman
Beverly Bowers, CFP®
480.201.5364
Member of Executive Committee

Director of Membership 
Alan Small
Southwest Annuity Group
602.544.1234 x 1

Director of Public Awareness / Outreach
Gary Croatt, CFP®
GRC Financial LLC
480.451.1425

Director of Public Relations
Suzanne Muusers, ACC
Prosperity Coaching, LLC
480.922.1723

Director of Lifelong Learning, Ethics
Robyn Gerke, CFP®
Stoker Ostler Wealth Advisors
480.302.3812

Director of Pro Bono
Lyle Capstick, CRPC®
Morgan Stanley
612.991.9780

Technology Director
Brian Frederick, JD, CFP®
Stillwater Financial Partners
480.331.5193

Regulatory/Legislative Director
Marcus Johnson
Johnson Financial Advisors
602.242.4000

Director of NexGen
Alex Carracedo, CFP®
972.814.6965

Director of Partnerships
Chris Hess, CFP®, CPA/PFS
TFO Phoenix
602.466.3419

 

 

 

Executive Director

Jo Lynne Hutchinson

4848 E. Cactus Rd, #505-815
Scottsdale, AZ 85254
480.483.9035

 


 

 

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