Your partner in planning.

2024 LEADERSHIP TEAM

Immediate Past President
Geoff Owen
Front Porch Financial

President
Jon Shumate
Beacon Pointe Advisors

President-Elect
Mary Lytch
Bank OZK

Treasurer
Candance Cline
UBS

NexGen Director
Michael Acosta
Genesis Wealth Planning, LLC

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