The Financial Planning Association’s board reported Thursday that it had elected Martin Seay the 2019 FPA president-elect for a one-year term, starting Jan. 1.
Seay serves as the program director and associate professor of personal financial planning at Kansas State University, where he oversees and teaches in the CFP Board registered undergraduate, graduate certificate, master’s and Ph.D. programs.
The FPA also elected three new board members:
- James Lee, president of Lee Investment Management in Saratoga Springs, New York
- Karen McDade, director of financial planning at Ashton Thomas Private Wealth in Scottsdale, Arizona.
- Jason Plank, private wealth advisor at Ameriprise Financial in Edina, Minnesota.
The 2019 board will comprise 14 members and FPA’s executive director and chief executive, Lauren Schadle.
FPA NextGen Picks New Leaders
FPA NexGen, a community that connects some 2,500 new financial planning professionals, announced Thursday the election of Alexandria Cole-Davis as 2019 president-elect and Joseph Stemmle as 2019 organizational director.
They will assume their positions on Jan. 1.
Cole-Davis, a financial paraplanner at Westlake, Grahl and Grover in Granite Bay, California, will help promote strategic efforts to support and advance the FPA NexGen community, according to a statement.