Jack Perry, CFP^®

• President
• 317-428-4252
• jperry@citysecurities.com

Valerie Porter, CFP^®

• President Elect
• 317-575-0800
• vporter@summitviewfinancial.net

Nancy Cooper Pitt, JD

• Chairman
• 317-574-2913
• npitt@financialpg.com

Stephanie Willison, CPA/PFS, CFP^®

• Secretary
• 317-818-1040
• swillison@wealthpointadv.com

Greg Heldman, CPA/PFS

• Treasurer
• 317-786-8001
• gregh@ehccpa.com

Valerie Porter, CFP^®

• Director of Communication
• 317-575-0800
• vporter@summitviewfinancial.net

Joe Mitchell, CFP^®

• Director of Membership
• 317-853-1100
• Joseph.e.mitchell@ampf.com

Mike Mathews, CFP^®, ChFC, CLU

• Co-Director of Programming
• 317-818-2638
• mike.mathews@nmfn.com

Mike Curtiss, CFP^®, MBA, CEBS

• Co-Director of Programming
• 317-858-2222
• mikec@envisioningfinancial.com

• Director of Special Events

Marie Marks, CFP^®

• Director of Public Relations
• 317-806-3081
• marie@spgfinancial.com

Jeff Yu, CPA, CFP^®

• Director of Facilities
• 317-663-6512
• jeffyu@columncap.com

Ken Williams, CPA, CFP^®, MBA

• Director of Pro Bono
• 317-685-7782
• kenneth.l.williams@irs.gov

Jessica Bokhart, CFP^®

• Director of Career Development
• 317-860-1085
• jbokhart@bgbc.com

Scott Larsh

• Director of Government Relations
• 317-569-7080
• jsl217@comcast.net

Sandy Gray

• Chapter Executive
• 317-844-6268
• Sandyg55@onecommail.com

Roxanne McGettigan

• Sponsorship Manager
• 317-638-0402
• roxmcgettigan@indy.rr.com

Anne Beatty

• Website Maintenance
• 317-423-3568
• anne@4omega.com