FPA Austin Board of Directors Roles & Responsibilities
Officers
President - Alison Miller, CFP®, Mission Wealth
President Elect - Alyssa Calhoun, CFP®, Mercer Advisors
Treasurer - Lauren Kaufman, ClientWise
Secretary - Galen Rasche, MBA, CFP®, Exencial Wealth Advisors
Past President - Adam Flagg, CFP®, AIF®, Collective Advisors
Directors
Membership - Cason Beckham, Waterloo Associates
Corporate Partners - Emily Russell, CFP®, UFCU
Programs - Zach Wiewel, Texas Trust Law
Pro Bono -
Career Development - DJ Jimenez, Austin Private Wealth
Women's Initiative - Sophie Kunik, CPRIA, USI Insurance
Advocacy - Adam Flagg, CFP®, AIF®, Collective Advisors
NexGen - Mari Erb, CFP®, RPS
Social Media - Cody Ross, CFP®, Extraco Wealth & Trust