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:

  • Martin Seay

Chair:

  • Evelyn Zohlen

President-elect:

  • Skip Schweiss

Interim Executive Director/CEO:

  • Patrick Mahoney

Finance

Oversee the financial well-being of the organization.

Chair:

  • Chris Draughon

Vice-Chair:

  • Jason Plank

Staff Liaison:

  • OPEN

Member Advocacy Council

Provide input to the FPA Board (or staff) on issues related to the CFP Board, primarily concerning their Code of Ethics and Standards of Conduct. 

Chair:

  • Mike Branham

Staff Liaison:

  • Ben Lewis

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:

  • Evelyn Zohlen

Board Designees:

  • Skip Schweiss (president-elect), Claudia Cypher-Kane, Karen McDade

Chapter Designees:

  • William Cerynik, Juan Munoz, Adria Rosebrock, William (Kirk) Taylor

Staff Liaisons:

  • Patrick Mahoney

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:

  • Shannon Pike

Staff Liaison:

  • Jo Colacci