2010 Officers and Directors

Chairman/Past President Ivan C. Roten, Ph.D., CFP Appalachian State Univeristy ASU Boxc 32058 Boone, NC 28608 Phone:  828-719-7581  Fax: 828-262-6612 rotenic@gmail.com	Director/Programs Kathy Stanley, CFP Sentry Consulting Group 208 Manning Drive Charlotte, NC 28209 Phone:  704-552-1970  Fax: 704-643-9107 sentry@carolina.rr.com
President Diane M. Willis, CFP, CDFA Wilshire Financial 13805 Ballantyne Corporate Place Ste 500 Charlotte, NC 28277 Phone:  704-553-0690  Fax: 704-553-0691 dwillis@wilfin.com	Director/Government Relations William K. "Bill" Gary, CFP Nationwide Insurance 124 S. Main St Mount Holly, NC 29120 Phone:  704-827-3151  Fax: 704-827-0717 garyw1@nationwide.com
President-Elect Doug King, CFS Straub & King 2359 Perimeter Point Parkway Charlotte, NC 28708 Phone:  704-357-8700  Fax: 704-357-8300 dougking001@gmail.com	Director/Membership Robert D. Higgins, MBA, CMA, CLU, ChFC, CFP Dalton Financial Services 910 Greentree Drive Charlotte, NC Phone:  704-366-8676  Fax:  robert.higgins@lpl.com
Secretary/Treasurer David N. Westbrook, CPA, CFP 6201 Fairview Road, Suite 200 Charlotte, NC 28210-3297 Phone:  704-364-9633  Fax: 704-364-9626 dwestbrookcpa@bellsouth.net	Director/Symposium Phillips Bragg, CFP Bragg Financial Advisors 1031 S. Caldwell Street, Suite 200 Charlotte, NC 28203 Phone:  704-377-0216  Fax: phillips@braggfinancial.com
Director/Communications Lynn Davidson, CFP, CLU Ameriprise Financial Services 16315 Northcross Drive, Suite D Huntersville, NC 28708 Phone:  704-987-9794  Fax: 704-987-9793 lynn.j.davidson@ampf.com	Director/Sponsor Development John W. Hearn, III CPA, CFP Hearn Wealth Management 16501-D Northcross Drive Huntersville, NC 28078 Phone:  704-895-3018  Fax: 704-895-3019 jhearn@laurelwealth.com
Director/Pro Bono Chia-li Chien, CFP Chien Associates, LLC 13016 Eastfield Road, Suite 286 Huntersville, NC 28078 Phone:  704-706-9618  Fax: jolly@chialichien.com	Director/Professional Development Cindy L. Reninger, CFP TriCapital Financial Group 6000 Fairview Road, Suite 415 Charlotte, NC 28210 Phone:  704-571-8778  x 107 Fax:704-571-8779 creninger@tricapitalgroup.com
Chapter Executive Eugene C. Curtis 8019 Regent Park Lane Charlotte, NC 29210 Phone:  704-556-7919  Fax: 704-553-0797 Cell: 980-254-5329 fpacharlotte@aol.com

  

2010 Officers and Directors

Chairman/Past President Ivan C. Roten, Ph.D., CFP Appalachian State Univeristy ASU Boxc 32058 Boone, NC 28608 Phone:  828-719-7581  Fax: 828-262-6612 rotenic@gmail.com	Director/Programs Kathy Stanley, CFP Sentry Consulting Group 208 Manning Drive Charlotte, NC 28209 Phone:  704-552-1970  Fax: 704-643-9107 sentry@carolina.rr.com
President Diane M. Willis, CFP, CDFA Wilshire Financial 13805 Ballantyne Corporate Place Ste 500 Charlotte, NC 28277 Phone:  704-553-0690  Fax: 704-553-0691 dwillis@wilfin.com	Director/Government Relations William K. "Bill" Gary, CFP Nationwide Insurance 124 S. Main St Mount Holly, NC 29120 Phone:  704-827-3151  Fax: 704-827-0717 garyw1@nationwide.com
President-Elect Doug King, CFS Straub & King 2359 Perimeter Point Parkway Charlotte, NC 28708 Phone:  704-357-8700  Fax: 704-357-8300 dougking001@gmail.com	Director/Membership Robert D. Higgins, MBA, CMA, CLU, ChFC, CFP Dalton Financial Services 910 Greentree Drive Charlotte, NC Phone:  704-366-8676  Fax:  robert.higgins@lpl.com
Secretary/Treasurer David N. Westbrook, CPA, CFP 6201 Fairview Road, Suite 200 Charlotte, NC 28210-3297 Phone:  704-364-9633  Fax: 704-364-9626 dwestbrookcpa@bellsouth.net	Director/Symposium Phillips Bragg, CFP Bragg Financial Advisors 1031 S. Caldwell Street, Suite 200 Charlotte, NC 28203 Phone:  704-377-0216  Fax: phillips@braggfinancial.com
Director/Communications Lynn Davidson, CFP, CLU Ameriprise Financial Services 16315 Northcross Drive, Suite D Huntersville, NC 28708 Phone:  704-987-9794  Fax: 704-987-9793 lynn.j.davidson@ampf.com	Director/Sponsor Development John W. Hearn, III CPA, CFP Hearn Wealth Management 16501-D Northcross Drive Huntersville, NC 28078 Phone:  704-895-3018  Fax: 704-895-3019 jhearn@laurelwealth.com
Director/Pro Bono Chia-li Chien, CFP Chien Associates, LLC 13016 Eastfield Road, Suite 286 Huntersville, NC 28078 Phone:  704-706-9618  Fax: jolly@chialichien.com	Director/Professional Development Cindy L. Reninger, CFP TriCapital Financial Group 6000 Fairview Road, Suite 415 Charlotte, NC 28210 Phone:  704-571-8778  x 107 Fax:704-571-8779 creninger@tricapitalgroup.com
Chapter Executive Eugene C. Curtis 8019 Regent Park Lane Charlotte, NC 29210 Phone:  704-556-7919  Fax: 704-553-0797 Cell: 980-254-5329 fpacharlotte@aol.com