Board of Directors | Financial Planning Association of Northeast Ohio

Alexander Rupert, CFP®

President

Sequoia Financial Group
3500 Embassy Pkwy, Ste 100
Akron, OH 44333
(330) 374-1040

Kimberly Murphy, CFP®

President Elect

The Lowrie Wealth Management Group
3750 Park East Drive, Suite 200
Beachwood, Ohio 44122
(440) 578-7505

Kurt M. Thomas, CFP®, CLU®

Treasurer

J.L. Thomas & Company, Inc.
1500 Chester Avenue
Cleveland, OH 44114
(216) 241-2300

Natasha Kalas, CFP®

Secretary

Morgan Stanley Wealth Management
31099 Chargrin Boulevard
Pepper Pike, OH 44124
(216) 360-8627

Marissa Beyer, CFP®

Chair, Past President

Fidato Wealth LLC
7530 Lucerne Dr Suite 400
Middleburg Heights, OH 44130
(440) 572-5552

Kristine Brill

Membership

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

Bob Casarona, CFP®

NexGen

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

Kim Florcosky, CFP®

Programming

(216) 280-8195

Daniel J. O’Brien, MBA, CFP®

Director

Capital Advisors Ltd.
20600 Chagrin Blvd., 1115 Tower E
Shaker Heights, Ohio 44122
(219) 295-7900

Kenneth J. Paull, CFP®

Advocacy

Sequoia Financial
3500 Embassy Pkwy
Akron, OH 44333
(216) 591-2227

Kayla Stowe, CFP®, CRPC®

Director

NMS Wealth Management
121 South Street
Chardon, OH 44024
(440) 510-1901

Lauren Smigelski

Chapter Executive

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

Past Presidents Listing

View all past presidents of the Financial Planning Association of Northeast Ohio.