Chapter Executive, Address, Phone and E-Mail:
Gene Curtis
8019 Regent Park Lane, Charlotte, NC 28210
704/556-7919 fpacharlotte@aol.com
Chairperson Diane M. Willis, CFP, CDFA - dwillis@wilfin.com
President Lynn Davidson, CFP, CLU - lynn.j.davisdon@ampf.com
Secretary / Treasurer David A. Perkins, J.D., CPA, CFP – dperkins@caroliansinvest.com
Director of Communications Pete Miller, CFP - pete.miller@zoewealth.com
Director of Pro-Bono Yevette Mills, CFP, ChFC - ymills@tiaa-cref.org
Director of Programs Sandy Carlson, CPA, CFP, QAK - sandy.Carlson@eastoverwealth.com
Director of Government Relations – Bill Gary, CFP – garyw1@nationwide.com
Director of Membership Jenny Sperry, CFP - jsperry@wradvisors.com
Director of Symposium Brandon Davis, CFP – bdavis@moreheadgroup.com
Director of Sponsor Development Kris Carroll – k.carroll@carrollfinancial.com
Director of Professional Development Cindy Reninger, CFP - creninger@tricapitalgroup.com
Chapter Executive, Address, Phone and E-Mail:
Gene Curtis
8019 Regent Park Lane, Charlotte, NC 28210
704/556-7919 fpacharlotte@aol.com
Chairperson Diane M. Willis, CFP, CDFA - dwillis@wilfin.com
President Lynn Davidson, CFP, CLU - lynn.j.davisdon@ampf.com
Secretary / Treasurer David A. Perkins, J.D., CPA, CFP – dperkins@caroliansinvest.com
Director of Communications Pete Miller, CFP - pete.miller@zoewealth.com
Director of Pro-Bono Yevette Mills, CFP, ChFC - ymills@tiaa-cref.org
Director of Programs Sandy Carlson, CPA, CFP, QAK - sandy.Carlson@eastoverwealth.com
Director of Government Relations – Bill Gary, CFP – garyw1@nationwide.com
Director of Membership Jenny Sperry, CFP - jsperry@wradvisors.com
Director of Symposium Brandon Davis, CFP – bdavis@moreheadgroup.com
Director of Sponsor Development Kris Carroll – k.carroll@carrollfinancial.com
Director of Professional Development Cindy Reninger, CFP - creninger@tricapitalgroup.com