Fall 2023 FPA Residency Program Dean
Sabrina Lowell, CFP® is the Founder and CEO of Second Summit Wealth Management, LLC. She was part of the inaugural Investment News 40 under 40 list in 2014 and is a recipient of the FPA Heart of Financial Planning Award. She chaired the FPA Annual Conference (2013), the FPA NorCal Conference (2010, 2011), and served on the Consumer Advisory Group and the Professional Development Advisory Group task forces. Lowell has been quoted in The Wall Street Journal’s Smart Money Magazine, The Wall Street Journal’s Voices, CNNMoney.com, CFAInstitute.com, Talking Money with Jean Chatzky, Dow Jones News Wire, Money Magazine, Financial Planning Magazine, Investment News, AdvisorMax.com, Today’s Advisor, Investment Advisor and the Journal of Financial Planning. She received her BA from Principia College and holds a Certificate in Personal Financial Planning from the UC Berkeley Personal Financial Planning Program.
Mentors
H. Jude Boudreaux, CFP®, is a partner and senior financial planner with The Planning Center, and is an active member in the financial planning community, passionate about creating career paths for those entering the profession. He is a member of the CNBC Financial Advisor council, a group of 20 selected advisers to provide content for CNBC on personal financial planning. He has served as president of NexGen president (2009) and chair (2010) for NexGen, the FPA’s community for financial planners under the age of 36 years old. He has been quoted in numerous consumer and trade publications over his 17-year career, including the New York Times, Wall Street Journal, Journal of Financial Planning, Money Magazine, and The Times-Picayune, to name a few. In addition, he was named to the Investment News “40 Under 40” class of 2015.
Elissa Buie, CFP® entered the financial planning profession in 1983 and is co-founder and CEO of Yeske Buie Inc. She is a past Chair of the Foundation for Financial Planning and of FPA and is a Dean for the Residency Program. In 2013 Buie received the prestigious P. Kemp Fain, Jr. Award, the financial planning profession's equivalent of a lifetime achievement award. She has served in many volunteer capacities with FPA and has been published multiple times in The Journal of Financial Planning. She earned an MBA from University of Maryland and a BS in Commerce from University of Virginia. Buie was recently named to Investment News' inaugural "Women to Watch" list, recognized to the inaugural Financial Times Top 100 Women Financial Advisers list, featured as a top adviser by Worth and Washingtonian and Bloomberg Wealth Manager. She holds an appointment as a distinguished adjunct professor at Golden Gate University.
Paul Fain, III, CFP® is the second-generation owner/president of Asset Planning Corporation, a 46-year-old independent financial planning firm in Knoxville, Tennessee. He has degrees from the University of Tennessee and Ohio University and earned the CFP® designation in 1990. Fain is an active volunteer in the profession, serving FPA and the FFP's Pro Bono for Cancer program. He is a regular news commentator on financial planning topics for WBIR television and the Knoxville NewsSentinel. He has been a columnist for Research Magazine and an Adjunct instructor at the University of Tennessee. Fain considers it a blessing to lead a legacy small business with client relationships that span four decades and multiple family generations.
Kathy Longo CFP®, CAP®, CDFA® is the President and Founder of Flourish Wealth Management and has over 25 years of expertise and experience. Over the years, she gained extensive knowledge and wisdom working as a wealth manager, financial planner, firm manager, and business owner at notable, various-sized companies in both Chicago and Minneapolis. Kathy has garnered a vast array of honors and recognitions. Continually dedicated to professional self-improvement, she has earned several industry-leading certifications and stays relevant and innovative through both community involvement projects and her work on a variety of local and national boards. She also recently made her debut as an author with the book Flourish Financially: Values, Transitions, and Big Conversations
Kyra Morris, CFP®, EA, Founder of Morris Financial Concepts in South Carolina, began her financial planning career in 1983 and founded Morris Financial Concepts in 1987. Morris is one of the founders of the SC Society for the Institute of Certified Financial Planners in 1985. She has served in a national position on the board of the Institute of Certified Financial Planners, and the CFP Board of Standards, Inc. Morris’ has been named six times by Worth Magazine, Mutual Fund Magazine and Bloomberg Wealth Management as one of the top financial planners in the country. In addition, Dow Jones Investment Advisor featured her on their cover, and Financial Planning Magazine named her one of the “Movers and Shakers” in the profession.