Board of Directors
Board meetings are held on the second Tuesday of each month. An agenda is set one week prior.
Current members in good standing are always invited to attend. If you have a specific item for discussion, email
the Executive Director at office@fpamn.org or call 763-781-1212.
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Director of Member Services
Michael Branham, CFP® 952-920-3900 Cornerstone Wealth Advisors mike@cornerstone wealthadvisors.com |
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Co-Director of Partnerships
Michelle Marquez 763-746-8297 RJF - Private Client Group Marquezm@rjfagencies.com |
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Executive Director
Bonnie Stanley (763) 781-1212 Office Connection Office Staff: Jolene Swenson Fax: (763) 226-2393 Meeting Reg: (612) 706-3060 office@fpamn.org |
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Director of Career
Development Joseph Pitzl, CFP® 952-513-1466 GEN Financial Management joe@genfinancial.com |
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Director of Pro Bono
Charles Buck, CFP® 651-330-3585 Buck Financial Advisors charles@buckfinancial.com |
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Director of Chapter Innovations
Shannon Clark 612-298-9191 Catalyst Consulting Solutions shannon@catalyst consultation.com |
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Director of Public Relations
William Wixon, CFP®/MBA 763-543-1819 Wixon Financial Services Corp bill.wa@comcast.net |
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Director of Symposium 2008
Rebecca Krieger, CPA, CFP® 952-841-2222 Accredited Investors, Inc. becky@accredited.com |
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Director of Financial Literacy
John Comer, CFP® 763-540-0711 Comer Consulting LLC john@jcomerconsulting.com |
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Office: 763-781-1212 • Fax: 763-226-2393 • Email: office@fpamn.org
3900 Main Street NE • Minneapolis, MN 55421
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