Your partner in planning for 25 years!



2024 LEADERSHIP TEAM





Immediate Past President
Jon Shumate
Beacon Pointe Advisors

President
Mary Lytch
Park National Bank

President-Elect
Michael Acosta
Genesis Wealth Planning, LLC

Treasurer
Candance Cline
UBS




NexGen Director
Patrick Galvin

Pro Bono Director
Paul Brown
Second Half Strategies

Program Director
Tara Butler
Bank of America

Membership Director
Stratford Kiger
Bank of America


Executive Director
Nancye Bailey
nbailey@onefpa.org


FINANCIAL PLANNING ASSOCIATION OF CHARLOTTE | 140 AMICKS FERRY ROAD, SUITE 334 | CHAPIN SC 29036 

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