To contact the FPA Charlotte office, call 704-556-7919 or email fpacharlotte@aol.com.
For questions or comments related to specific areas, please refer to the contact information below:
Chapter Executive
Gene Curtis, e-mail: fpacharlotte@aol.com
Chairman/Past President
Ivan C. Roten, Ph.D., CFP, email: rotenic@appstate.edu
President
Diane M. Willis, CFP, CDFA, e-mail: dwillis@wilfin.com
President Elect
Doug King, CFS e-mail: dougking001@gmail.com
Secretary/Treasurer
David N. Westbrook, CPA,CFP e-mail: dwestbrookcpa@bellsouth.com
Symposium
Phillips Bragg, CFP, e-mail: phillips@braggfinancial.com
Program Committee
Kathy Stanley, CFP, e-mail: sentry@carolina.rr.com
Sponsor Development
John W. Hearn III, CPA, CFP, e-mail: jhearn@laurelwealth.com
Communications/Media/Public Awareness
Lynn Davidson, CFP, CLU e-mail: lynn.j.davidson@ampf.com
Membership
Robert D. Higgins, MBA, CMA, CLU, ChFC, CFP, e-mail: robert.higgins@lpl.com
Government Relations
William K. "Bill" Gary, CFP e-mail: garywl@nationwide.com
ProBono
Chia-li Chien, CFP e-mail: jolly@chialichien.com
Professional Development
Cindy L. Reninger, CFP, e-mail: creninger@tricapitalgroup.com
To contact the FPA Charlotte office, call 704-556-7919 or email fpacharlotte@aol.com.
For questions or comments related to specific areas, please refer to the contact information below:
Chapter Executive
Gene Curtis, e-mail: fpacharlotte@aol.com
Chairman/Past President
Ivan C. Roten, Ph.D., CFP, email: rotenic@appstate.edu
President
Diane M. Willis, CFP, CDFA, e-mail: dwillis@wilfin.com
President Elect
Doug King, CFS e-mail: dougking001@gmail.com
Secretary/Treasurer
David N. Westbrook, CPA,CFP e-mail: dwestbrookcpa@bellsouth.com
Symposium
Phillips Bragg, CFP, e-mail: phillips@braggfinancial.com
Program Committee
Kathy Stanley, CFP, e-mail: sentry@carolina.rr.com
Sponsor Development
John W. Hearn III, CPA, CFP, e-mail: jhearn@laurelwealth.com
Communications/Media/Public Awareness
Lynn Davidson, CFP, CLU e-mail: lynn.j.davidson@ampf.com
Membership
Robert D. Higgins, MBA, CMA, CLU, ChFC, CFP, e-mail: robert.higgins@lpl.com
Government Relations
William K. "Bill" Gary, CFP e-mail: garywl@nationwide.com
ProBono
Chia-li Chien, CFP e-mail: jolly@chialichien.com
Professional Development
Cindy L. Reninger, CFP, e-mail: creninger@tricapitalgroup.com