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Frank S. Allen, Jr. CFP, CFS
Chairman
Shoemaker Financial 901-757-5757
Scott Trammell, CFP
Education Director
Strategic Financial Partners 901-767-5951
Laura Mason, JD
Membership Director
Harkavy, Shainberg, Kaplan, & Dunstan PLC
901-866-5334
Teri Hirt, CFP
Pro Bono Director
Pam Pitts, CFP
Member-At-Large
Waddell & Reed
901-685-2700
Joseph L. Wilder, CFP, AIF, CLTC
President
Inceptum, LLC
901-763-6363
Tim Ellis, CFP, CPA
Vice President/Treasurer
Waddell and Associates
901-586-2067
Ryan Murray, CFP
Programs Director
Fidelity Investments
901-767-1052
Abby Spann
Chapter Administrator
FPA of Greater Memphis 901-413-6256
