2012 FPA National Capital Area Board of Directors

 

President 2012: Rita Cheng, CFP®

Company: Ameriprise Financial Services
Address:6400 Goldsboro Road, #550
City/State/Zip:Bethesda,MD20817
Office Phone: 301-320-1457
Fax # 301-320-1346
E-Mail Address: marguerita.m.cheng@ampf.com
 

Chair: Eric Hess, CFP®

Company: Alpha Financial Advisors LLC
Address:8260 Greensboro Drive, #125
City/State/Zip:McLean,VA22102
Office Phone: 703-442-7686
Fax# 703-442-7597
E-Mail Address: eric@alphafinancialadvisors.com

 

President Elect: Ryan Fleming, CFP®

Company: Armstrong, Fleming and Moore, Inc.
Address: 1850 M Street, NW, #250
City/State/Zip:Washington,DC20036
Office Phone: 202-464-1232, or 202-887-8135 ext. 232
Fax # 202-887-0050
E-Mail Address: rfleming@afmfa.com

 

Secretary: Ken Robinson, CFP®

Company: The Monitor Group
Address:1430 Spring Hill Road, #400
City/State/Zip:McLean,VA22102
Office Phone: 703-288-0500
Fax#: 703-288-0900
E-Mail Address: Robinson@themonitorgroup.com

 

Treasurer: Augie Zullo

Company: Access National Mortgage
Address: 1800 Robert Fulton Drive
City/State/Zip:Reston,VA20191
Office Phone: 703-871-1344
Fax#
E-Mail Address: azullo@accessnational.com

 

Officer At Large: Kevin Knull, CFP®

Address: 867 Levelgreen Road
City/State/Zip: Lancaster, VA 22503
Office Phone: 703-300-6666
Fax#
E-Mail Address: Kevin.Knull@gmail.com

 

Corporate Sponsorships Co-Director: Daniel P. Lash, CFP®

Company: Financial Network
Address:8391 Old Courthouse Road, #203
City/State/Zip:Vienna,VA22182
Office Phone: 703-356-4360 x703
Fax # 703-356-0097
E-Mail Address: dlash@brucevaughn.com

 

Corporate Sponsorships Co-Director: Mitchell G. Berlin, CFP®

Company: Ameriprise Financial Services, Inc.
Address: 6400 Goldsboro Road, Suite 550
City/State/Zip: Bethesda, MD 20817
Office Phone: 301-263-8508
Fax # 240-331-9189
E-Mail Address: Mitchell.G.Berlin@ampf.com

 

Programs Co-Director: James E. Bogart, CFP®, ChFC

Company: RBC Wealth Management
Address: 2010 CorporateRidge Drive, #250
City/State/Zip:McLean,VA22102
Office Phone: 703-356-0079
Fax # 703-821-8139
E-Mail Address: james.bogart@rbc.com

 

Programs Co-Director: Kathleen Sindell, PhD.

Company: GCSR, Inc.
Address: 200 North Columbus Street
City/State/Zip: Alexandria, VA 22314
Office Phone: 703-299-1700
Fax # 703-299-6026
E-Mail Address: ksindell@gcsr.com

 

Professional Development & Mentoring Co-Director: Joshua S. Halpern, CFP®, ChFC, CLU

Company: Raymond James Financial Services Inc.
Address: 1688 East Gude Drive, #304
City/State/Zip: Rockville, MD 20850
Office Phone: 240-744-7125
Fax # 240-744-7135
E-Mail Address: Josh.Halpern@RaymondJames.com

 

Professional Development & Mentoring Co-Director: Jon Yankee, CFP®

Company: Fox, Joss & Yankee, LLC
Address: 1925 Isaac Newton Square E, Suite 400
City/State/Zip: Reston, VA 20190
Office Phone: 703-889-1104
Fax # 866-366-9233
E-mail Address: jpy@fjyfinancial.com

 

Pro Bono Co-Director: Tacy Paul Roby, CFP®

Company: Calvert Funds
Address:4550 Montgomery Ave.,
City/State/Zip:Bethesda,MD20814
Office Phone: 301-951-4800
Fax #:
Email Address: Tacy.Paul.Roby@Calvert.com

 

Pro Bono Co-Director: Tommie Monez, CFP®

Company: Focus Wealth Management, Ltd.
Address: PO Box 327, 112 W Washington Street
City/State/Zip:Middleburg,VA20118
Office Phone: 540-931-9051
Fax# 540-931-9024
E-Mail Address: tmonez@focus-wealth.com

 

PR & PA Co-Director: Bryan Beatty, CFP®

Company: Egan, Berger, Weiner, LLC
Address:1919 Gallows Road, Suite 980
City/State/Zip:Vienna,VA22182
Office Phone: 703-506-0843
Fax # 703-506-0576
E-Mail Address: bbeatty@ebwllc.com

 

PR & PA Co-Director and Communications Director: Scott Peterson

Company: Relay Station Social Media LLC
Address: 9928 Woodrow Street
City/State/Zip: Vienna, VA 22181
Office Phone: 571-210-8300
Fax # 703-319-2123
E-Mail Address: Scott@Relaystationmedia.com

 

Membership Co-Director: Helen Modly, CFP®

Company: Focus Wealth Management, Ltd.
Address: PO Box 327, 112 W Washington Street
City/State/Zip:Middleburg,VA20118
Office Phone: 540-931-9051
Fax# 540-931-9024
E-Mail Address: hmodly@focus-wealth.com

 

Membership Co-Director: Jeff Kulik, CFP®

Company: Fidelity Investments
Address: 6540 Autumn Wind Circle
City/State/Zip: Clarksville, MD 21029
Office Phone: 301-518-1316
Fax #
E-mail Address: Jeffrey.kulik@fmr.com
 

Membership Co-Director: Bradford Pheeney

Company: Putnam Investments
Address: 3700 Massachusetts Ave., NW, Apt. 431
City/State/Zip: Washington, DC 20016
Office Phone: 617-760-7206
Fax #
E-mail Address: Bradford_Pheeney@Putnam.com

 

Government Relations Director: Howard Pressman, CFP®

Company: Egan, Berger, Weiner, LLC
Address:1919 Gallows Road, Suite 980
City/State/Zip:Vienna,VA22182
Office Phone: 703-506-0030, ext. 107
Fax # 703-506-0576
E-Mail Address: hpressman@ebwllc.com

 

Social Events and Facilities Co-Director: Chris Rivers, CFP®

Company: Armstrong, Fleming and Moore, Inc.
Address: 1850 M Street, NW, #250
City/State/Zip:Washington,DC20036
Office Phone: 202-887-8135, ext. 234
Fax # 202-887-0050
E-Mail Address: crivers@afmfa.com

 

Social Events and Facilities Co-Director: Michael Nester

Company: Access National Mortgage
Address: 1800 Robert Fulton Drive
City/State/Zip:Reston,VA20191
Office Phone: 703-871-7346
Fax# 703-766-3606
E-Mail Address: mnester@accessnationalbank.com

 

Executive Director: Peggy Nelson

Company: FPA National Capital Area
Address:12816 Tewksbury Drive
City/State/Zip:Herndon,VA20171
Office Phone: 703-620-1712
E-Mail Address: PeggyNelson8@verizon.net