Board of Directors | Financial Planning Association of Northeast Ohio

Marissa Beyer, CFP®

President

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

Alexander Rupert, CFP®

President Elect

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

Kurt M. Thomas, CFP®, CLU®

Treasurer

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

Natasha Kalas, CFP®

Secretary

MML Wealth Management
UBS Financial Services Inc.
600 Superior Ave., 27th Floor
Cleveland, OH 44114
(800) 533-6386

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

Kimberly Murphy, CFP®

Pro Bono

McDonald Partners, LLC
1301 E 9th St., Ste 3700
Cleveland, OH 44114
1301 E 9th St., Ste 3700

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

Elizabeth Scheiderer, CFP®

Past President

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

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.