Ethics

Develop standards and rules of membership and apply those standards on a case-by-case basis. 

Chair:

  • Executive Committee

Staff Liaison:

  • Patrick Mahoney

Executive

Oversee the day-to-day strategic direction of the organization on behalf of the board of directors.

President:

  • James Lee

Past President:

  • Dennis Moore

President-elect:

  • Claudia Kane

Chief Executive Officer:

  • Patrick Mahoney

Finance

Oversee the financial well-being of the organization.

Chair:

  • Claudia Cypher-Kane

Staff Liaison:

  • Sandi Garcia

OneFPA Nominating Committee

Recommend to the FPA Board of Directors as a slate of Board members to serve on the FPA Board of Directors for the following calendar year for their review and approval.

Chair:

  • Skip Schweiss

Board Designees:

  • James Lee (President-elect), Paul Brahim, Karen McDade

Chapter Designees:

  • Ginnie Baker, Alan Robbins, Daniel Yerger, Kris Tower

Staff Liaisons:

  • Patrick Mahoney, Christine Richardson

Public Policy Council

Provide input to FPA Board and staff on financial planning related legislative and regulatory issues - at the federal and state levels - affecting practitioners and the profession. 

Chair:

  • Ben Lemon

Staff Liaison:

  • Jo Colacci