William R. Owen, Jr, CPA, CFP®
- President
- 317-860-1092
- bowen@bgbc.com
Nancy Cooper Pitt, JD
- President Elect
- 317-574-2913
- npitt@financialpg.com
Paul Coan, ChFC, CEA, CFP®
- Chairman
- 317-577-4426
- Paul@wpam.com
Stephanie Willison, CPA/PFS, CFP®
- Secretary
- 317-269-3454
- swillison@rjpile.com
Greg Heldman, CPA/PFS
- Treasurer
- 317-786-8001
- gregh@ehccpa.com
Valerie Porter
- Director of Communication
- 317-575-0800
- vporter@summitviewfinancial.net
Joe Mitchell, CFP®
- Director of Membership
- 317-853-1100
- Joseph.e.mitchell@ampf.com
Jack Perry, CFP®
- Co-Director of Programming
- 317-428-4252
- jperry@citysecurities.com
Susan Strelow, MS, CFP®, AAMS®
- Co-Director of Programming
- 317-596-4584
- susan.strelow@schwab.com
Bruce Snyder, Jr., MBA
- Director of Special Events
- 317-844-6004
- bruce@hansonsnyder.com
Marie Marks, CFP®
- Director of Public Relations
- 317-806-3081
- marie@spgfinancial.com
Jeff Yu
- Director of Facilities
- 317-663-6512
- jeffyu@columncap.com
Ken Williams
- Kenneth Williams, CPA, CFP®, MBA
- 317-685-7782
- kenneth.l.williams@irs.gov
Adan Diaz, CFP®
- Director of Career Development
- 317.846.9702
- adiaz@gbdfinancial.com
Valerie Porter
- Director of Communication
- 317-575-0800
- Valerie.porter@summitviewfinancial.net
Kim Stoneking
- Chapter Administrator, CAE
- 317-844-6268
- Stonekingk@sbcglobal.net
Roxanne McGettigan
- Sponsorship Manager
- 317-638-0402
- roxmcgettigan@indy.rr.com
Bill Owen
- 5/08 Financial Forum Liaison
Nancy Pitt
- 5/08 Financial Forum Liaison
Dusty Lee
- Website Maintenance
- 317-423-3568
- dusty@4omega.com
Upcoming 2008 Board Meetings:
- June 20th, 9:00 a.m.; board conference call
- July 18th, 9:00 a.m.; board conference call
- August 15th, 9:00 a.m.; board conference call
- September 19th, 9:00 a.m.; board meeting at chapter office
- October 17th, 9:00 a.m.; board conference call
- November 21st, 9:00 a.m.; board meeting at chapter office