2021 Board of Directors

Frank Allen

Frank S. Allen, Jr. CFP, CFS

Chairman

Shoemaker Financial

901-757-5757

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Scott Trammell, CFP

Education Director

Strategic Financial Partners

901-767-5951

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Laura Mason, JD

Membership Director

Harkavy, Shainberg, Dustin, and Kaplan PLC

901-866-5334

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Teri Hirt, CFP

Pro Bono Director

Shoemaker Financial

901-757-5757

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Pam Pitts, CFP

Member-At-Large

Waddell and Reed

901-685-2700

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Joseph Wilder, CFP, AIC, CLTC

President

Inceptum, LLC

901-763-6363

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Tim Ellis, CFP, CPA

Vice President/Treasurer

Waddell and Associates

901-586-2067

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John Anderson, CFP

Programs Director

Cypress Wealth Management

901-292-3596

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Wes Lacey, CFP

Advocacy Director

Ameriprise Financial

901-921-6765

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Abby Spann

Chapter Administrator

FPA of Greater Memphis

901-413-6256