Board of Directors - 2013
Board meetings are held on the second Tuesday of each month. An agenda is set one week prior.
Current members in good standing are always invited to attend. If you have a specific item for discussion, email
the Executive Director at office@fpamn.org or call 763-781-1212.
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Director of Membership
Jerry Patterson, CFP®, CPA 612-508-9290 Professional Fiduciary Advisers, LLC jpatterson@pfa.us.com |
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President
Jason Plank, CFP®, CFS, CRPC, AAMS 952-841-7500 Ameriprise Financial Services jason.t.plank@ampf.com |
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President-Elect
Julieann Schroeder, CFP® 952-829-0000 x6166 USAdvisors Wealth Mgmt julieann.schroeder@ securitiesamerica.com |
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Director of Partnerships
Michelle Marquez, CIC, CPCU 651-605-2747 PCG Agencies, Inc. michellem@pcgagencies.com |
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Secretary/Treasurer
Bob Eichten, CFP®, PFS 612-376-9515 McGladrey Wealth Management robert.eichten@mcgladrey.com |
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Director of
Professional Issues John Bergstrom, CFP®, ChFC, CLU Cardinal Wealth Advisors 952-746-4700 john@cardinalwealth.net |
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Executive Director
Bonnie Stanley 763-781-1212 Office Connection & SendOutCards Office Staff: Melissa Deming, Jolene Swenson, and Curtis Stanley Fax: (763-226-2393 office@fpamn.org |
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Director of Pro Bono
Steve Gilbertson, CFP® Accredited Investors, Inc. 612-750-5237 steve@accredited.com |
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Director of Career
Development Molly Sullivan, CFP® 952-844-2515 BGM Wealth Management Molly8040@gmail.com |
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Director of Programs/Education
Nicole Rosandich, CFP® 952-278-4790 MarketPlace Home Mortgage nrosandich@ marketplacehome.com |
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Director of
Public Relations Kevin O'Laughlin, CFP®, CFS 952-253-2581 Affiance Financial kevin@affiancefinancial.com |
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Director of Symposium
Laura Seymour, CFP® 952-921-2450 TorchLight Advisors laura@torchlight advisorsllc.com |
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Office: 763-781-1212 • Fax: 763-226-2393 • Email: office@fpamn.org
3900 Main Street NE • Minneapolis, MN 55421
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