Jackson National

LPL

 

 

If you would like to contact the FPA Charlotte office, you can do so either by phone at 704-556-7919 or by email at fpacharlotte@aol.com. For questions or comments related to specific areas, please see the 2007 information below:

Chairman
Cindy Anderson, CFP e-mail: cynthialanderson@bellsouth.com

President
Cyndi Honaker, CPA, CFP e-mail: chonaker@cnhfinancial.com

President Elect
Tom Nichols, CFP e-mail: tnichols@rinehartassociates.com

Secretary / Treasurer
Sandy McConnell, CPA, CFP e-mail: sandy.mcconnell@mcconnellcpa.com

Symposium

John W. Hearn III, CPA, CFP e-mail: jhearn@1stglobal.com

program committee

Ivan Roten, Ph.D, CFP e-mail: rotenic@appstate.edu

sponsor Development

Andy Wood, CFP e-mail: andy@planwithandy.com

Communications committee

David Cauble, CFP e-mail: david.cauble@morgankeegan.com

membership

Robert Steer, CFP e-mail: robert_steer@vanguard.com

government relations

Thomas Schick, MBA, CLU, CFP e-mail: tschick@carolina.rr.com

media

Jim McGehee, CFP, CPA e-mail: james.mcgehee@alphafa.com

public Awareness

Lynn Davidson, CFP e-mail: lynn.j.davidson@ampf.com


Long Range Planning

Cynthia L. Anderson, CFP e-mail: cynthialanderson@bellsouth.com