Spring 2026 FPA Residency Program Dean
Kathy Longo, CFP®, CAP®, CDFA® is the founder and president of Flourish Wealth Management, an independent boutique wealth management firm in the Minneapolis area. Kathy is passionate about helping women and their families connect the emotional and technical side of money. She is the author of the book Flourish Financially: Values, Transitions, and Big Conversations, which encourages a holistic and personalized approach to finance, focused on understanding one’s money story, plan for the big transitions in life and have the necessary money conversations. Kathy continues to provide financial education by using the tips, concepts, and ideas she refined in her podcast Flourish Financially. Kathy has garnered a vast array of honors and recognitions and stays relevant and innovative through both community involvement projects and her work on a variety of local and national boards.
Fall 2026 FPA Residency Program Dean
Jon Yankee, MBA, CFP® is Partner and Market Leader in the Virginia office for Cerity Partners. He is also a member of the firm’s National Partner Development Committee. Prior to joining Cerity Partners, Jon co-founded FJY Financial in 2006. In addition to his duties as a Partner and Senior Financial Advisor, as Chief Executive Officer he led the firm’s strategic direction and the development and implementation of its well-known human capital strategy. Jon also previously served as a Financial Advisor for Merrill Lynch. Additionally, he worked for five years in Honolulu, HI as a Program Manager for the Pacific Basin Economic Council (PBEC), an organization of chief executives that fosters and promotes the development of trade and trade policy throughout the Asia Pacific region.