Shannon Pike has taken over as the 2017 president of the Financial Planning Association, a group for holders of the Certified Financial Planner designation.
Pike is a vice president at Houston-based Tanglewood Legacy Advisors LLC, a firm that provides wealth planning, investment strategy and exit planning services for executives and business owners.
Pike, who has been president of the Houston FPA chapter, said in a statement about his new role that he wants to do more to bring the local FPA chapters and state councils together.
“We have an opportunity to connect and integrate these communities and our content that will drive member engagement like never before,” Pike said, pictured at right.
What Your Peers Are Reading
Pike did not mention advisors’ role in shaping federal policy on advisors’ standard of conduct in his statement, and he did not mention insurance.
The FPA has often united with life insurance professional groups over the years but has taken a different approach to some major issues, such as advisors’ standard of conduct.