2023 LEADERSHIP TEAM
Immediate Past PresidentGeoff OwenFront Porch Financial
PresidentJon ShumateBeacon Pointe Advisors
President-ElectMary LytchBank OZK
TreasurerCandance ClineUBS
NexGen DirectorMichael AcostaGenesis Wealth Planning, LLC
Pro Bono DirectorPaul BrownSecond Half Strategies
Program DirectorTara ButlerBank of America
Membership DirectorStratford KigerBank of America
Executive DirectorNancye Bailey, CAEnbailey@onefpa.org
CALENDAR OF EVENTS
FINANCIAL PLANNING ASSOCIATION OF CHARLOTTE | 140 AMICKS FERRY ROAD, SUITE 334 | CHAPIN SC 29036