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2024 Board of Directors

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Joseph Wilder, CFP

Education Director

Inceptum, LLC

901-763-6363

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Robby Graham, CFP, CPA

Treasurer

Waddell & Associates

(901) 767-9187

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Laura Kessler Wong, JD

Member-At-Large

Harkavy Shainberg

901-761-1263

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Betsy Hutchins, CFP

Membership Director

Forward Financial Planning

901-301-0156

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Mark Ruleman

Programs Director

Ruleman Asset Management and Planning

901-488-8228

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John Anderson, CFP

President

Cypress Wealth Management

901-292-3596

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Tim Ellis, CFP, CPA

Chairman

RBG Wealth Advisors

901-682-2431

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Wes Lacey, CFP

Advocacy Director

Ameriprise Financial

901-921-6765

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Luke Hooper, CFP, CPA

Sponsorship Director

Waddell & Associates

901-767-9187

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Abby Spann

Chapter Executive

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