Board meetings are held on the second Tuesday of each month. An agenda is set one week prior. If you have
a specific item you would like the Board to discuss, click here to email the Executive Director or call 763-781-1212.
a specific item you would like the Board to discuss, click here to email the Executive Director or call 763-781-1212.
board of directors 2024
President-Elect
Alex Pengelly, CFP®, BCF™
952-893-1200
Capital Management Associates, Inc.
click to email
Co-Director of Diversity, Equity & Inclusion
Dana Brewer, CFP®
952-885-9088
Birchwood Financial Planners
click to email
Director of Financial Education
Jason Kley, CFP®, AIF®, MBA
952-230-6705
Carlson Capitol Management
click to email
Director of Programs/ASCEND Conference
Jeanna Fifer, CFP®, CPWA®
612-268-2620
Cordis Financial
click to email
Director of Partnerships
Keith "Sunny" Loveland, JD, AIFA, CIDA
952-746-1106
Loveland Consulting
click to email
Director of Pro Bono
Dan McDonald, CFP®, CLU®, ChFC®
704-990-9023
RIA Insurance Solutions
click to email
Director of Professional Issues
Elizabeth Ridley Scott, Esq.
952-841-2514
Heley, Duncan & Melander, PLLP
click to email
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