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2008 FPA Charlotte Officers and Directors

Chairman/Past President	President
Cynthia N. Honaker, CPA, CFP CNH Financial Advisors, LLC 6201 Fairview Rd., Ste 200 Charlotte, NC 28210 Phone: 704/944-3141 Fax: 704/973-9445 Email: chonaker@cnhfinancial.com	Thomas F. Nichols, Jr., CFP Rinehart & Associates, Suite 580 521 East Morehead Street Charlotte, NC 28202 Phone: (704)374-0646 Email: tnichols@rinehartassociates.com
President-Elect	Secretary/Treasurer
Ivan C. Roten, Ph.D., CFP Appalachian State University ASU Box 32058 Boone, NC 28608 Phone: (828)262-6943 Fax: (828)262-6612 Email: rotenic@appstate.edu	Sandra C. McConnell, CPA Sandy McConnell, CPA,CFP 13420 Reese Blvd. West Huntersville, NC 28078 Phone: (704)947-0065 Fax: (704)947-0063 Email: sandy.mcconell@mcconnellcpa.com
Director – Government Relations	Director - Membership
S. Thomas Schick, MBA, CLU, CFP® Sagemark Consulting 9809 Grasmere Dr Charlotte, NC 28270-0291 Phone: (704) 841-1077 Fax: (704) 846-3500 Email: tschick@carolina.rr.com	Diane M. Willis, CFP, CDFA Wilshire Financial 7804 Fairview Rd. #302 Charlotte, NC 28226 Phone: 704/553-0690 Fax: 704/553-0691 Email: dwillis@wilfin.com
Director – Public Awareness	Director - Programs
J. Lynn Davidson, CFP, CLU Ameriprise Financial Services 16315 Northcross Drive, Ste. D Huntersville, NC 28078 Phone: (704)987-9794 Fax: (707)987-9793 Email: lynn.j.davidson@ampf.com	Thomas H. Schupack, CFP The Vanguard Group 10712 Essex Hall Dr. Charlotte, NC 28277 Phone: 704/306-5123 Fax: 704/306-8625 Email: thomas_schupack@vanguard.com
Director – Sponsor Development	Director - Media
Andrew J. Wood, Jr., CFP Providence Financial Resources 7540 Matthews-Mint Hill Road Charlotte, NC 28227 Phone: 704/545-9502 Fax: 704/545-0946 EMail: andy@planwithandy.com	James B. McGehee, CFP, CFA Alpha Financial Advisors, LLC 13925 Ballantyne Corp. Place,, Ste 280 Charlotte, NC 28277 Phone: (704)716-1101 Fax: (704)716-1101 Email: james.mcgehee@alphafa.com
Director - Symposium	Director - Professional Development
John W. Hearn III, CPA, CFP Hearn Wealth Management / Laural Wealth Advisors, LLC 16501-D Northcross Dr. Huntersville, NC 28078 Phone: 704/895-3018 Fax: 704/895-3019 E-Mail: jhearn@1stglobal.com	Robert L. Steer, Jr., CFP® The Vanguard Group 718 Lynwood Farms Dr Fort Mill, SC 29715-5816 Phone: (803) 802-3597 Email: robert_steer@vanguard.com
	Chapter Executive
	Eugene C. Curtis 8019 Regent Park Lane Charlotte, NC 28210 Phone:704/556-7919 Fax: 704/553-0797 E-Mail: fpacharlotte@aol.com

Director - Symposium