2021 Board of Directors

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, Dustin, and Kaplan PLC

901-866-5334

Teri Hirt, CFP

Pro Bono Director

Shoemaker Financial

901-757-5757

Pam Pitts, CFP

Member-At-Large

Waddell and Reed

901-685-2700

Joseph Wilder, CFP, AIC, 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

Wes Lacey, CFP

Advocacy Director

Ameriprise Financial

901-921-6765

Abby Spann

Chapter Administrator

FPA of Greater Memphis

901-413-6256

Connect With Us

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Contact Us

Tel: 901.413.6256

Email: fpagreatermemphis@gmail.com

Address

P.O. Box 38975

Germantown, TN 38183