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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Chairperson
Nate Wenner, CFP® 952-548-3404 Wipfli Hewins Investment Advisors nwenner@wipflihewins.com |
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Director of Member Services
Mike Miller, CFP® 763-201-1390 Integra Shield Financial Group mike@isfngroup.com |
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President-Elect
Lauri Salverda, CFP® CFA Clerestory Financial Planning 651-209-2610 lauri@clerestoryadvisors.com |
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Co-Director of Partnerships
Michelle Marquez, CIC 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 office@fpamn.org |
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Director of Programs/Education
Laura Kuntz, CPA MBT 952-854-6250 Raymond James Financial Services, Inc. Laura.Kuntz@ RaymondJames.com |
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Director of Career
Development Ben Wacek, CFP® 952-854-6250 Raymond James Financial Services, Inc. ben.wacek@ raymondjames.com |
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Director of
Government Relations Jennifer Ragborg, CFP® LTC Financial Partners, LLC 952-898-2750 jennifer.ragborg@ltcfp.net |
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Director of
Public Relations Mike Westling, CLTC 612-454-4426 Newman Long Term Care mikew@newmanltc.com |
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Director of Financial Literacy & Stability
Jason Plank, CFS, CRPC, AAMS 952-841-7500 Ameriprise Financial Services jason.t.plank@ampf.com |
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Director of Symposium
Charles Buck, CFP® 651-330-3585 Buck Financial Advisors charles@buckfinancial.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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