President's Report

Nominees for the 2015 Board of Directors

Election time is here again. We vote on our nominees during our next General Session Meeting held on November 4^th. Our current slate of nominees is listed below:

Chairman:                  David Williamson, CFP®

President:                  Jeff Karst, CFP®

President-Elect         Derek Elrod, CFP®

Secretary:                  Ryan Louie, CFP®

Treasurer:                  Ashlee Veneman

FPA Calif Rep            John Longstaff, CFP®

If you would like to serve or to nominate a person to the Board, please email Leslie Dermon at [email protected]. A nominee could run for one of the above positions or as an “at-large” Board member.

Listed below are our committees. Should you have an interest in joining a committee, please contact Leslie Dermon at [email protected].

2015 Committees

Program Committee: Plans the Chapter’s regular meetings.

• Derek Elrod, CFP®
• Tina Mistry, CFP®
• Bill Thompson, CFP®

Practice Management Committee: Plans practice management workshops.

• Michelle Carter, CFP®
• John Longstaff, CFP®
• Ashlee Veneman
• David Williamson, CFP®

Membership Committee: Works to increase membership.

• Leslie Dermon
• Ryan Louie, CFP®
• Tina Mistry, CFP®
• Ashlee Veneman
• David Williamson, CFP®

NexGen Sub Group: Several members showed interest in forming a NexGen sub group:

• Michelle Carter, CFP®
• Leslie Dermon
• Jeff Karst, CFP®
• Tina Mistry, CFP®
• Ashlee Veneman

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