2020 Chapter Partners

Platinum Partners

BUI

Steve Bruce

First Trust

Tim Trudo

Gold Partners

ADK Wealth Advisors Group

Sam Miller

Amundi Pioneer

John Krekovich

Blue Rock Capital Markets

Mike Klisares

Charles Schwab

Laurie Bond

LoCorr Funds

Doug Vaaler

Mid America National Bank

Rick Imhoff

Putnam Investments

Bryan Schwarz

Chapter Events

Thursday, June 4, 2020 | Time: 7:15 a.m. – 9:30 a.m.

Topic: HAS Presentation | Presented by: Lord Abbott | Where: Zoom Meeting- Register and receive link to the meeting.

Thursday, September 3, 2020 | Time: 3:15 p.m. – 5:30 p.m. -- Zoom meeting - register and receive link to the meeting

Topic: Estate Planning for Retirement Benefits after SECURE: The new planning landscape and what to do with existing plans | Presented by: Natalie Choate |

Thursday, October 1, 2020 | 3:15 p.m. – 5:30 p.m. -- Zoom Meeting - Register and receive link to the meeting

Topic: Investing | Presented by: TBD |

Thursday, November 5, 2020 | 7:15 a.m. – 9:30 a.m. -- Zoom meeting - Register and receive link to the meeting

Topic: Year End Tax Planning | Presented by: Chad Gall, Anders CPAs+Advisors |

Thursday, December 3, 2020 | 3:15 p.m. – 5:30 p.m. (happy hour follows)

Topic: Ethics Program | Presented by: TBD | Where: DoubleTree Hotel in Chesterfield

For more information or questions, please contact Jim Susman at (314) 997-3390 or susgroup@gmail.com

Chapter Leadership

Chairperson of the Board

Michele Clark, CFP® | Acropolis Investment Management

President

Alan Robbins, CFP® | Northwestern Mutual

Rick Imhoff

Rick Imhoff, CFP® | MidAmerica National Bank

Secretary

Heidi Martin, CFP® | Principal

Program Committee Chair

Jason Sandfort, CFP® | Angell Capital Management, LLC

Public Relations Committee Chair

Dan Hummert, CFP® | Wells Fargo Advisors

Membership Committee Chair

Rick Imhoff, CFP® | MidAmerica National Bank

Career Development Committee Chair

Jack White, CFP® | University of Missouri at St. Louis

Pro Bono Committee Chair

David Foster, CFP® | Cornerstone Wealth Management, LLC

Partner/Sponsor Committee Chair

Steve Bruce | BUI

Advocacy Committee Chair

Alan Robbins, CFP® | Northwestern Mutual

Education Committee Chair

Andrew Zumwalt, CFP® | University of Missouri – Columbia

Chapter Executive

Jim Susman | FPA of Greater St. Louis