Our Board of Directors

Executive Committee

Marisa Bradbury, CFP®

Marisa Bradbury, CFP®

President

Marisa Bradbury, CFP®

President

J. Colby Winslow, CFP®, EA

J. Colby Winslow, CFP®, EA

Chairman, ProBono, Financial Planning Week

J. Colby Winslow, CFP®, EA

Chairman, ProBono, Financial Planning Week

John West, III, CFP®

John West, III, CFP®

Director, Symposium Co-Chair

John West, III, CFP®

Director, Symposium Co-Chair

S. Chris Presley, CFP®. EA

S. Chris Presley, CFP®. EA

Treasurer

S. Chris Presley, CFP®. EA

Treasurer

Board of Directors

Tomas Carney, CFP®, MBA

Tomas Carney, CFP®, MBA

Membership Co-Chairman

Fidelity Investments Phone: (317) 847-4881 irishbanker14@yahoo.com

Tomas Carney, CFP®, MBA

Membership Co-Chairman

Matt Chancey, CFP® ,CLTC

Matt Chancey, CFP® ,CLTC

Social Media Chairman

Chancey Wealth Management (407) 601-3063 matt@mattchanceycfp.com

Matt Chancey, CFP® ,CLTC

Social Media Chairman

James Flick, JD, CLU, ChFC

James Flick, JD, CLU, ChFC

Education Co-Chairman

Flick Law Group, PL (407) 273-1045 jim@jflicklawyer.com

James Flick, JD, CLU, ChFC

Education Co-Chairman

Gregg Collier CFP®, AIF®, AEP®

Gregg Collier CFP®, AIF®, AEP®

Director

Collier Financial Solutions, Inc. Phone: (352) 385-0073 gregory.collier@raymondjames.com

Gregg Collier CFP®, AIF®, AEP®

Director