Tom Potts Named President-elect of FPANov. 11, 2008
The Financial Planning Association® (FPA®) named Tom Potts, Ph.D., CFP®, as president-elect for 2009. In addition, six new members were elected to its Board of Directors - Michael Branham, CFP®, Diana DeCharles, CFP®, Paula Hogan, CFP®, CFA, David "Dusty" Huxford, Jr., Martin Kurtz, CFP®, AIFA, and Michael Smith, CFP®. Each new Board member will serve a three-year term beginning January 1, 2009.
Potts serves as professor of finance and director of the financial services program for Baylor University in Waco, Texas. He has served on numerous volunteer workgroups within FPA including the Career Development Strategic Team, Journal of Financial Planning Editorial Board, Americas Focus Group and, most recently, as chair of the Global Advisory Council.
Additionally, he served as president of the Academy of Financial Services in 1988, chair of CFP Board of Governors in 1993 and chair of the International CFP Council in 1994. Potts is an honorary director of the Japanese Academic Financial Planning Association and received the first Distinguished Lifetime Achievement award in financial planning education from the Personal Financial Association at Texas Tech in 2007.
Branham is a financial planner with Cornerstone Wealth Advisors, Inc. in Edina, Minn. Prior to Cornerstone Wealth Advisors, Branham was a financial planning associate with White Oaks Advisors in Minneapolis. Branham has held the CFP certification since 2004. He has held leadership roles with FPA of Minnesota including director of career development. In addition, he served as president of NexGen, an FPA community of interest, and on the FPA Boston 2008 Task Force.
DeCharles is a registered principal of Pinnacle Asset Management Group, LLC in Shreveport, La. She has served in various leadership roles locally and nationally for FPA including chapter public relations director and chair of the national pro bono committee. DeCharles was instrumental in FPA's efforts to assist victims of hurricanes Katrina and Rita securing free office for members to serve those displaced by the disasters.
In addition to FPA, DeCharles has served on the boards of the Caddo Council on Aging, Northwest Louisiana Goodwill and Quota International of Shreveport. A graduate of Louisiana State University, she was named a Rising Young Community Leader by the Greater Shreveport Chamber of Commerce and received the Athena Award presented by Women's Business Council of the Greater Shreveport Chamber of Commerce.
Hogan is owner of Hogan Financial Management, LLC, a firm providing comprehensive, fee-only financial planning and portfolio management services in Milwaukee, Wis. Prior to Hogan Financial Management, she oversaw financial planning in a local accounting firm. She received her Bachelor of Arts in economics from Princeton University and her Masters degree from Harvard University. Hogan served on FPA's annual conference task force in 2003, was a national board member of the National Association of Personal Financial Advisors and served as president of the Wisconsin chapter of the American Association of Individual Investors. She has also provided numerous articles to the Journal of Financial Planning and AAII Journal.
Huxford was president of Financial Computer Support, Inc. (FCSI) of Oakland, Md. until it was recently acquired by Morningstar. Financial Computer Support designs, develops, supports and maintains practice management software for financial planners. Prior to FCSI, he was a structural engineer at Sverdrup Technologies in Tullahoma, Tenn. Huxford serves as chair of FPA's Corporate Resource Council and participated in FPA Business Solutions 2008 Task Force. In addition, he has written articles for Journal of Financial Planning, Financial Advisory Practice and Financial Planning Digest. Huxford is a graduate of Virginia Tech.
Kurtz is president of The Planning Center, Inc. in Moline, Ill. Prior to The Planning Center, he was a registered representative of Financial Services Corp. Kurtz served on the FPA of Quad Cities Board of Directors as well as chair of the Board of Professional Review for CFP Board. In addition, he served on FPA Retreat Task Forces in 2007 and 2008 and as a board member of Money Quotient. Kurtz has held various leadership positions within his local community, including charter president of Cedar Falls Optimist Club, board member of Mason City Optimist Club and the Ballet Quad Cities.
Smith is partner/vice president of RTD Financial Advisors, Inc. in Atlanta, Ga. Prior to RTD Financial Advisors, he was a principal and co-founder of Financial Vision Advisors. Smith has served in various leadership positions for the Association, including past president of the local FPA chapter, member of the Professional Issues Committee, mentor at FPA Residency, member of the FPA Retreat Task Forces in 2002 and 2003, and an advisor on the Journal of Financial Planning Advisory Board. A graduate of Shorter College, he served on the Alumni Governing Board and Shorter College's Heritage Society.