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.
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
Director of Financial Education/Programs
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
Alex Pengelly, CFP®, BCF™
952-893-1200
Capital Management Associates, Inc.
click to email
Director of ASCEND Conference
OPEN
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