Board of Directors - 2012
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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Chairperson
Lauri Salverda, CFP® CFA Clerestory Financial Planning 651-209-2610 lauri@clerestoryadvisors.com |
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Director of Member Services
Drew DeWitt 952-449-9269 x633 Hallett Financial drew@hallettfinancial.com |
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Director of Membership
Jerry Patterson 612-508-9290 Professional Fiduciary Advisers, LLC jpatterson@pfa.us.com |
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President-Elect
Jason Plank, CFS, CRPC, AAMS 952-841-7500 Ameriprise Financial Services jason.t.plank@ampf.com |
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Co-Director of Partnerships
Michelle Marquez, CIC 763-746-8297 RJF - Private Client Group michellem@pcgagencies.com |
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Director of Programs/Education
Mark Duder, CLU, CFP, ChFC 952-746-7686x6103 USAdvisors Network Insurance Agency mduder@usadvisors insurance.com |
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Executive Director
Bonnie Stanley 763-781-1212 Office Connection & SendOutCards Office Staff: Jolene Swenson Fax: (-763-226-2393 office@fpamn.org |
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Director of Pro Bono
Steve Gilbertson, CFP® Accredited Investors, Inc. 612-750-5237 steve@accredited.com |
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Director of Career
Development Molly Sullivan, CFP® 952-926-1659 Cahill Financial Advisors molly@cahillfa.com |
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Director of
Public Relations Kevin O'Laughlin, CFP®, CFS 952-253-2581 Affiance Financial kevin@affiancefinancial.com |
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Director of
Professional Issues John Bergstrom, CFP®, ChFC, CLU Cardinal Wealth Advisors 952-746-4700 john@cardinalwealth.net |
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Director of Symposium
Julieann Schroeder, CFP® 952-829-0000 x6166 USAdvisors Wealth Mgmt julieann.schroeder@ securitiesamerica.com |
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Director of Financial Literacy & Stability
Jeremy Schmidt, CFP® 612-844-8021 Thrivent Financial for Lutherans jeremy.schmidt@thrivent.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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