The Financial Planning Association announced today at its annual conference in Nashville, Tennessee, the election of Eveleyn Zohlen as its next president-elect.
Zohlen, a former Air Force intelligence officer, is founder and president of Inspired Financial in Huntington Beach, California, which manages $133 million for 105 accounts, according to its latest (February 2017) Form ADV filing with the SEC. She is also a former advisor with The Vanguard Group for clients with retirement plan assets ranging from $175 million to $500 million, according to the FPA announcement.
Zohlen will serve a one-year term as FPA president-elect beginning Jan. 1, 2018, succeeding Frank Paré who will then become the association’s president, a role she’ll assume the following year. She is a past member of the FPA Board of Directors and serves on the Advisory Board for the Center for Investment and Wealth Management at the University of California, Irvine. In addition, she has served on the boards of WomanSage and the American Poetry Review and was a finance director for the Young Friends of the Philadelphia Museum of Art.
The FPA also announced the election of three new members to its board of directors, who will each serve a three-year term beginning Jan. 1.
They are Kimberly Bridges, vice president and senior financial planner at The Commerce Trust Co. in Kansas City, Missouri; Christopher Draughon, director of financial planning at First Coast Wealth Advisors in St. Augustine, Florida; and Dennis Moore, partner and chief operating officer at Quest Capital Management in Dallas.
“The entire organization is thankful for the time and commitment that Evelyn, Kimberly, Chris and Dennis are making to FPA as we work to advance the financial planning profession,” said 2017 FPA President Shannon Pike in a statement.
The 2018 FPA Board will consist of 14 members, including the three newly elected members and FPA Executive Director/CEO Lauren Schadle.
— Check out FPA Partners With TD Ameritrade to Boost CFP Content on ThinkAdvisor.