Board of Directors

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, click here to email the Executive Director or call 763-781-1212.

board of directors 2023

Peter Snow, CFP® - Chairperson

Chairperson

Peter Snow, CFP®
763-450-1800
NFP
click to email

Bruce Lorenz, CFP®, MBA, FHFMA - 2023 President

President

Bruce Lorenz, CFP®, MBA, FHFMA
715-218-8575
NewRetirement Advisors
click to email

Nicole Meeker, CFP® - 2024 President-Elect

President-Elect

Nicole Meeker, CFP®
612-723-2658
CrossCountry Mortgage
click to email

Mark Brice,CFP® - Treasurer

Treasurer

Mark Brice, CFP®
952-432-4666
Mindful Asset Planning
click to email

David Leflar - Career Development Director

Director of Career
Development

David Leflar
763-367-3040
Prudential
click to email

Mai Yang, CFP® - Diversity, Equity & Inclusion Director

Director of Diversity, Equity & Inclusion

Mai Yang, CFP®
952-641-7868
click to email

Jeanna Fifer, CFP®, CPWA®

Director of Financial Education/Programs

Jeanna Fifer, CFP®, CPWA®
612-268-2620
Cordis Financial
click to email

Bonnie Romano - Membership Director

Membership Director

Bonnie Romano
651-251-3630
Stonebridge Capital Advisors
click to email

Lee Ryan, CFP® - NexGen Director

Director of NexGen

Lee Ryan, CFP®
952-432-4666
Mindful Asset Planning
click to email

Keith

Director of Partnerships

Keith "Sunny" Loveland, JD, AIFA, CIDA
952-746-1106
Loveland Consulting
click to email

Dan McDonald, CFP®, CLU®, ChFC® - Pro Bono Director

Director of Pro Bono

Dan McDonald, CFP®, CLU®, ChFC®
704-990-9023
RIA Insurance Solutions
click to email

Alex Pengelly, CFP®, BCF™ - Professional Issues Director

Director of Professional Issues

Alex Pengelly, CFP®, BCF™
952-893-1200
Capital Management Associates, Inc.
click to email

Corey Anderson - Public Relations Director

Director of
Public Relations

Corey Anderson
651-964-6941
Disability Insurance Geek
click to email

 - ASCEND Conference Director

Director of ASCEND Conference

OPEN

Jessica Hawthorne, FPA of MN Executive Director

Executive Director

Jessica Hawthorne
763-781-1212
Office Connection
click to email

FPA MN Office Staff

Curtis Stanley
Tel: 763-781-1212
Fax: 763-226-2393

click to email

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