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2026 Board of Directors

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Laura Kessler Wong, JD

President

Pinnacle Financial Partners

901-259-5412

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Ilinda Parham, CFP, CPA, PFS

Education Director

Chalmers Poole

901-763-4554

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Heather Coulter, CFP

Membership Director

William Howard and Co.

901-761-5068

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Mark Ruleman

Programs Director

Ruleman Asset Management and Planning

901-488-8228

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John Anderson, CFP

Chairman

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Cypress Wealth Management

901-292-3596

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Tim Ellis, CFP, CPA

Treasurer

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RBG Wealth Advisors

901-682-2431

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Luke Hooper, CFP, CPA

Sponsorship Director

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Waddell & Associates

901-767-9187

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Abby Spann

Chapter Executive

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901-413-6256

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