2026 LEADERSHIP TEAM





President
Mary Lytch
Park National Bank

Immediate Past President
Jon Shumate
Beacon Pointe Advisors

President-Elect
Michael Acosta
Genesis Wealth Planning, LLC

Treasurer
Tara Butler
Bank of America





NexGen Director
Patrick Galvin
Emerald Financial Group

Pro Bono Director
Paul Brown
Connected Wealth

Program Director
Harris Sinsley
Monarch Private Capital

Membership Director
Stratford Kiger
Bank of America





At-Large
Gina LaRosa
Mutual of Omaha Mortgage

At-Large
Brooks Jewett
Playbook Financial

At-Large
Joshua Scott
Joshua Scott and Associates

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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