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2010 Officers and Directors
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Chairman/Past President
Ivan C. Roten, Ph.D., CFP
Appalachain State Univeristy
ASU Boxc 32058
Boone, NC 28608
Phone: 828-719-7581
Fax: 828-262-6612
rotenic@gmail.com
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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2010 Officers and Directors
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Chairman/Past President
Ivan C. Roten, Ph.D., CFP
Appalachain State Univeristy
ASU Boxc 32058
Boone, NC 28608
Phone: 828-719-7581
Fax: 828-262-6612
rotenic@gmail.com
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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