Board of Directors



  • President

    Marissa Beyer, CFP®
    True Wealth Design, LLC
    700 Ghent Road, Suite 100
    Akron, OH 44333
    (330) 777-0688

     

  • President Elect

    meAlexander Rupert, CFP®
    Sequoia Financial Group
    3500 Embassy Pkwy, Ste 100
    Akron, OH 44333
    330-374-1040

  • Treasurer

    Daniel J. O’Brien, MBA, CFP®
    Capital Advisors Ltd.
    20600 Chagrin Blvd., 1115 Tower E
    Shaker Heights, Ohio 44122
    (219) 295-7900

  • Secretary

    Sharon M. Stadul, AIF®, QPFC
    Creative Benefit Strategies, Inc.
    10155 Broadview Rd # 6
    Cleveland, OH 44147
    (800) 238-5490

  • Membership

    Kristine Brill
    Dollar Bank, FSB
    Beachwood Private Banking Office
    26949 Chagrin Blvd.
    Beachwood, OH 44122
    (216) 831-7804

  • NexGen

    Bob Casarona, CFP®
    NCA Financial Planners
    6095 Parkland Blvd., Suite 210
    Cleveland, OH 44124
    (440) 473-1115, Ext. 202

  • Programming

    Kim Florcosky


    Kim Florcosky, CFP®
    (216) 280-8195

  • Pro Bono

    Kimberly Murphy, CFP®
    McDonald Partners, LLC
    1301 E 9th St., Ste 3700
    Cleveland, OH 44114
    1301 E 9th St., Ste 3700

  • Advocacy

    Kenneth J. Paullrsz_Paull_2016, CFP®
    Sequoia Financial
    3500 Embassy Pkwy
    Akron, OH 44333
    (216) 591-2227

  • Director

    Natasha Kalas, CFP®
    Robert W. Baird & Co. Incorporated
    3875 Embassy Parkway, Suite 300
    Akron, OH 44333
    (330) 664-5500

  • Past President

    Elizabeth Scheiderer, CFP®
    NCA Financial Planners
    6095 Parkland Blvd., Suite 210
    Cleveland, OH 44124
    (440) 473-1115, Ext. 202

  • Chapter Executive

    LaurenLauren Smigelski
    FPA of Northeast Ohio
    1120 Chester Avenue, Suite 470
    Cleveland, OH 44114
    (216) 298-9095

  • Past Presidents Listing

    Click here to view all past presidents of the Financial Planning Association of Northeast Ohio.