classified connection - Financial Planning Association - National ...

Volume 4, No. 4, April, 2012
Web address: www.fpanca.org
CLASSIFIED CONNECTION
FPA NCA CLASSIFIED CONNECTION GUIDELINES
FOR ALL ADVERTISING:
1. The FPA NCA Classified Connection is a member benefit professional development newsletter
to include job postings, mentoring and internship programs, job seeker resumes of CFP®
certificant professionals and candidates attending local college/university programs, invitation to
CFP® certificant exam study groups, and scholarships and award announcements. The FPA
NCA does not recommend and/or endorse any particular advertisement
2. No graphics, logos, or pictures associated with any advertisements will be included in this
advertising publication.
3. FPA NCA has the right to refuse or modify any ads submitted prior to publication.
4. Ads must be submitted in Microsoft WORD format.
5. Ads must be submitted by the 20 th of each month for inclusion in the next month’s publication.
6. This advertising newsletter will be posted to our local chapter web site (www.fpanca.org) and
announced via email to our members.
7. Changes to a published ad or removal of the ad will occur once a month prior to the new
publication being posted and announced. Notices of changes and/or removals must be submitted
by the 20 th of each month.
8. Ads will be published for three consecutive months. Requests for ads to be reinstated after the
initial three months must be sent by the 20 th of the month for inclusion in the next month’s
publication.
Thank you for following these guidelines so that we can post your advertisement quickly and efficiently!
You may send your ads to PeggyNelson8@verizon.net. Thank you!
FPA National Capital Area Classified Connections Page 1 April 2012

David A. Frazier
205 Newman Avenue (703)-346-6062
Harrisonburg, VA 22801 frazi3da@dukes.jmu.edu
EDUCATION:
James Madison University, Harrisonburg, VA August 2009-May 2013
Major: B.B.A. Finance
Minor: Public Policy and Administration
Gonzaga College High School, Washington, D.C. August 2005-May 2009
LEADERSHIP EXPERIENCE:
Pi Kappa Phi, President August 2011- Current
Managing effort to overcome $27,000 in accrued alumni debt with real estate company
Serving as a member of the President’s Circle, governing body of inter-fraternity community, and helped create
new governing constitution
Elected two consecutive terms while nearly doubling the size of the chapter from 30 to 57 members
Pi Kappa Phi, Treasurer August 2010- May 2011
Overcame three previous year’s accrued debt of $30,000 to national organization and university in one year by
reducing spending and increasing membership dues
Created biennial Capital Improvement Plan and Operating Budgets while forecasting revenues and expenditures
Extended strict controls to ensure financial commitment or members and removing those who were chronically
financially delinquent
Pi Kappa Phi, Risk Manager January 2010-December 2010
Wrote chapter’s risk management policy while creating safe environment for members
PROFESSIONAL EXPERIENCE:
The Daily Caller, Washington, D.C. June 2010 – August 2010
Intern, Journalist
Published articles on international economies and International Monetary Fund
Interviewed and corresponded with members of Congress, bureaucratic agencies, and other media
Mentored by Tucker Carlson and Neil Patel
PWC X-Tax Competitor October 2010-December 2010
Collaborated with a team of three other JMU competitors on how and where to incorporate a fictitious business
given current business environment
Presented and discussed solutions to the proposed problem with PWC executives
OTHER WORK EXPERIENCE:
Rosa Mexicano, National Harbor, MD May 2011 – August 2011
Sales Team Member
Forged well-built relationships with the customers, staff members, guests and team organizers
James Madison University, Harrisonburg, VA September 2010- January 2011
Facilities Management
Helped coordinate large athletic events including varsity football and soccer games
Pi Kappa Phi, Social Chair January 2010-December 2010
Coordinated over ten events with more than three hundred attendees
TECHNICAL SKILLS:
Proficient with Microsoft Access, SharePoint, Excel, Word, PowerPoint, Quick Books, Word Press
VOLUNTEER EXPERIENCE:
Coordinated Paul’s Walk philanthropy for ALS in an effort to raise over $20,000 April 2009- 2011
Volunteered in Katrina relief effort in New Orleans, Louisiana January 2008
Tutored math at the Perry School in the District of Columbia August 2006-2009
*References provided upon request 3/2012
FPA National Capital Area Classified Connections Page 2 April 2012

Jeremy H. Weir
4021 Maple Avenue, Fairfax, VA 22032 703-401-0214 jweir@wharton.upenn.edu
Work Experience
Revolution Prep - Ivy Insiders Fairfax, VA
Branch Manager, 2011
Managed an SAT prep branch in Northern Virginia
Responsibilities included marketing/selling SAT product to parents and teaching
Nominated Branch Manager of the week on June 5 th
Finished the summer with $16,000 in revenue
One On One Basketball Washington, DC
Counselor, 2008-2010
Lead children in sports and recreation during summer camps
Supervise students in activities in after-school sessions
Woodson Basketball Camp Fairfax, VA
Head Coach, 2007-2009
Coached a team of 8 players during summer camp
Taught leadership, sportsmanship and basic skills to camp attendees
Braddock Road Youth Club Fairfax, VA
Referee, 2002-2004
Served as referee for boys and girls basketball recreation league games
Coordinated volunteers for scoreboard and time clock during games
Community Service
First Baptist Church, 2005-present Vienna, VA
Feed the homeless on the first Saturday of every month
Shop for and deliver food and gift baskets to families during holiday seasons and times of need
Education
University of Pennsylvania, Wharton School of Business Philadelphia, PA
Bachelor of Science Candidate, May 2014
Finance Club
Black Wharton Undergraduate Association
Penn Boxing Club
W.T. Woodson High School Fairfax, VA
Diploma, June 2010
President, National Honor Society
Member, Leadership Class
Basketball (Varsity, JV, Freshman)
Brown University, 7/2009 Providence, RI
Attended a class in Global Leadership at the Summer@Brown program.
References
Available upon request 3/2012
FPA National Capital Area Classified Connections Page 3 April 2012

Lincoln Financial Group is a diversified financial services organization with a strong focus on four core business
areas - life insurance, annuities, defined contribution, and group protection; and three distribution platforms -
wholesale, retail, and worksite. Since 1905, Lincoln Financial has helped customers face their futures with
confidence by offering trusted financial solutions and advice. Lincoln Financial Group is the marketing name for
Lincoln National Corporation (NYSE: LNC) and its affiliates.
Overview:
We seek a professional, career-oriented, dedicated and enthusiastic individual who has a demonstrated track record
of successfully learning and growing. The ideal candidate is able to plan and organize, is detail-oriented, has good
computer skills, and has the resilience and tenacity to work in our fast-paced environment. This resourceful
individual thinks and acts independently, showing prudent judgment on how to effectively leverage the time of
colleagues. Most importantly, this person is welcoming, responsive, proactive, and helpful to callers and all our
associates.
Responsibilities:
Compliance: Help with corrective actions for Audits/Supervisory Visits; Maintain local compliance
database; Submit as a back-up materials to Sales Promotion Compliance and coordinate their
review/approval Principal review emails through the electronic monitoring system named ZANTAZ and get
supporting documentation for flagged correspondence; Notify and Assist reps in submitting required forms
Licensing and Contracting: Assist associated individuals with becoming securities and/or insurance
licensed/registered/contracted; Conduct warm hand-off for coordination of Continuing Education
Coordinate State Licensing Renewals, etc for reps and agents, based on info provided by LFA Sales
Authorization
Office Support: Provide back up to other core positions as needed to support the office; Order office
supplies via ARIBA; Maintain regional associate database; Coordinate assembly, distribution, and tracking
of training materials
Front Desk Operations: On a need basis, answer and direct phones, support administrative tasks including
mail sorting.
Any other duties as assigned.
Qualifications:
High School Diploma or equivalent required. College Degree preferred
FINRA Series 7 required, Series 24 within 120 days
2-5 years of administrative experience in a financial services company
Other Skills and Abilities:
Superior inter-personal skills and independent decision making judgment.
Team building and problem solving skills.
Functional/technical skills: organization, accuracy, attention to detail and follow-thru, learning on the fly,
interpersonal savvy, problem-solving, approachability
Location: The position can be located in our Vienna, VA or Lutherville, MD office.
To Apply: Please visit www.lfg.com/careers and apply to IRC29888.
Lincoln Financial Network is a Gold Partner with Women in Insurance and Financial Services
3/2012
FPA National Capital Area Classified Connections Page 4 April 2012

WEALTH MANAGER POSITION – COLUMBIA, MD
Pinnacle Advisory Group is one of the nation’s leading independent wealth management firms, offering fee-based
asset management and comprehensive financial planning to affluent clients. Over the past twenty years, we’ve
earned a reputation for top decile investment performance and are recognized leaders in active portfolio
management. As a result of our white glove service and exceptional performance, we have a client retention rate
of over 98%.
We are looking for an experienced wealth manager to join our team and continue our tradition of excellence.
Position Responsibilities
Manage and provide comprehensive financial planning to an assigned book of affluent clients. Establish
relationships with them quickly, ensuring a smooth transition to your new role as their advisor;
Function as the communications liaison between our full time investment team and clients, providing detailed
explanations of portfolio management decisions and related performance information;
Help achieve the yearly goals of the firm by expanding the client book and providing energetic business
development;
Work with our marketing department to brand both Pinnacle and your own services.
Position Requirements
A minimum of five years experience as a practicing Certified Financial Planner (CFP®), providing comprehensive
planning to the affluent market;
Established track record of business development;
Excellent communication abilities, both written and verbal;
Strong computer skills, including experience with financial planning, CRM, and portfolio management software
(Money Guide Pro and Portfolio Center expertise is a plus);
Bachelor’s degree;
Availability to work out of our Columbia, Maryland headquarters.
Pinnacle Advisory Group does not discriminate in employment based on race, religion, gender, national origin,
disability, age, sexual orientation, or any other criteria prohibited under controlling federal, state or local law.
Please e-mail cover letter and resume to John Hill @ careers@pinnacleadvisory.com
No phone calls please. 2/2012
FPA National Capital Area Classified Connections Page 5 April 2012

Vienna VA Financial Planning Firm Seeks Entry Level Para-Planner
Candidate must be detail oriented, able to multi task, with excellent communication and organization skills.
Experience in banking/securities/financial planning a plus.
Must be proficient in MS Office.
Initial duties include answering phones, setting appointments, account opening and transfers, opening mail,
scanning, maintain firm’s corporate logs and greeting clients. Prior experience preferred.
Long term goals to help senior partner manage individual clients and assist with firm operations. Potential to
become Certified Financial Planner.
Please send resume to rprice@brucevaughn.com or fax to 703-356-0097. 1/2012
NOW HIRING CREDENTIALED PROFESSIONAL
Kendall Capital Management, a high net worth fee-based investment advisory firm located in Rockville, MD,
is ready to hire an experienced HNW portfolio manager/client relations professional. We are a small, well-funded
and stable firm. All of the staff who started the firm in 2005 remain with us today.
Our next hire will be a credentialed (CFP® CFA, CPA, and/or MBA) HNW-focused investment professional
with over ten years' experience in the capital markets and a loyal client base. We offer a comfortable, teambased
working environment, highly accomplished coworkers, superior marketing support, fully-paid medical for
employees, profit sharing and paid parking.
If you meet or exceed the above requirements and want to learn more about us, please contact the principal,
Clark Kendall, CFA, AEP, CFP® at 301-838-9110 or email to ckendall@kendallcapital.com. All inquiries will
be held in the strictest confidence. 1/2012
FINANCIAL PLANNING POSITION - ENTRY LEVEL
MAY & BARNHARD, PC, A GROWING CPA, FINANCIAL PLANNING AND DIVORCE LITIGATION
SUPPORT FIRM IN BETHESDA, MD, IS SEEKING A COLLEGE GRADUATE (FINANCIAL PLANNING,
ACCOUNTING, BUSINESS, PRE-LAW, OR FINANCE) TO ASSIST OUR FINANCIAL PLANNING AND
DIVORCE LITIGATION DEPARTMENTS IN FINANCIAL AND TAX PROJECTIONS, FINANCIAL AND
INVESTMENT ANALYSIS AND CLIENT COMMUNICATIONS. RESPONSIBILITIES ALSO INCLUDE
SOME EXECUTIVE ASSISTANT DUTIES.
ON THE JOB TRAINING PROVIDED. CFP CANDIDATE A PLUS (WILL SPONSOR). STRONG
COMPUTER AND COMMUNICATION SKILLS NEEDED.
EXCELLENT BENEFITS AND GROWTH POTENTIAL. FULL TIME POSITION WITH FLEXIBLE
HOURS. 1/2012
EMAIL RESUME TO DMAY@MAY-BARNHARD.COM AND JOCHSMAN@MAY-BARNHARD.COM
FPA National Capital Area Classified Connections Page 6 April 2012

1/2012
FPA National Capital Area Classified Connections Page 7 April 2012

JENNIFER C. ARROYO
Address: 9745 51St Place, College Park, MD 20740
Cell Phone (914) 261-6975 ~ Email jennifercarroyo@gmail.com
AREAS OF INTEREST AND QUALIFICATIONS
Offering 6 years of accomplishment in banking and real estate financing, powered with expertise in home lending, mortgage
banking and servicing. Completed certificate in financial planning at Georgetown University and pursuing a career in financial
planning with a strong interest in retirement, education and investment planning. A strong background in policy analysis and adept
at best practices analytical research, program development and implementation. Extensive analytical and organizational skills and
established long term quality relationships with customers of diverse cultures. Excellent attention to detail and fluent in Spanish.
PROFESSIONAL EXPERIENCE
JP Morgan Chase, Washington, DC: (April 2010-Current, Customer Assistance Specialist)
Provided advisory services with borrowers seeking assistance with delinquent and non-delinquent mortgage accounts and
identified foreclosure alternatives based on servicer and investor guidelines.
Conducted face-to-face meetings with customers at all levels to evaluate their financial ability, intent and willingness,
reason/risk for default and communicated appropriate retention solutions.
Negotiated and formalized repayment arrangements for borrowers in default and monitored loan workouts that were
appropriate to customer’s needs and affordability and ensured the execution of modification/repayment documents.
Coordinated and facilitated loss mitigation efforts with associated departments, loss mitigation, underwriting, escalation
and foreclosure departments
Formed relationships with non-profit agencies, congressional staffers, bank personnel and other referring agencies at chase
national and local events for borrowers seeking assistance with delinquent and non-delinquent mortgage accounts.
JP Morgan Chase Accomplishments
Achieved CHOC production goals and submitted files for completeness in accordance with documented guidelines and
since inception of the QC ratings, I maintained a Quality Control Score of 100% with an error rate of 2%.
Exceeded monthly incentive targets for DC CHOC monthly goals.
Participated in a wide variety of national and local level events to increase Chase’s community outreach efforts and
provided advisory services on-site for borrowers seeking assistance with mortgage accounts.
Brooklyn Cooperative Federal Credit Union, Brooklyn, NY: (November 2006-March 2010, Homeownership Counselor)
Designed and implemented a comprehensive homeownership program for more than 300 homeowners to acquire the skills,
knowledge, and confidence needed to buy and maintain a home.
Created and launched a pre-purchase counseling program to educate first time homebuyers on income, credit and asset
analysis. Customers that were determined to be “mortgage ready” were provided with a calculation of monthly mortgage
payments and referred to a network of lenders to obtain mortgage financing.
Provided affordable mortgage lending (Conventional, FHA, SONYMA,) and down-payment assistance programs to assist
first-time homebuyers in mortgage qualification and reviewed FHA/Fannie Mae guidelines including borrower’s credit
history, loan limits, interest rates and the required down-payment and closing costs.
Established partnerships with private sector lenders and government agencies to provide affordable financing and downpayment
assistance funding for first-time homebuyers.
Promoted high-quality standards for counseling services by developing outreach strategies according to the
homeownership marketing plan, provided program outreach to city or state agencies, maintained regular HUD reporting
requirements, implemented a fee structure for pre-purchase counseling and pre-purchase education and drafted a “fee for
service model” for our participating lenders.
Brooklyn Cooperative FCU Accomplishments
Awarded a $50,000 dollar contract for a four year period from the Department of Housing and Urban Development to
provide homeownership counseling by using Fannie Mae’s electronic client management tool Home Counselor Online
(HCO) to collect data on clients and track counseling outcomes.
Provided more than 250 hours of home buying instruction to more man 562 homebuyers covering a range of topics from
credit and debt management, mortgage lending, and the real estate process.
Oversaw the development of a pre-purchase program by advising more than 300 customers, assisting with $4.6 million in
mortgage loan origination and providing $165,000 dollars in down-payment assistance funding for first-time homebuyers.
Personally generated more than 25% of Brooklyn Cooperative’s FCU homeownership program by writing grant proposals
and applying for additional funding opportunities.
Continued on next page
FPA National Capital Area Classified Connections Page 8 April 2012

Continued from previous page
New York City Department of Small Business Services, NY, NY: (May 2005 – January 2006, Intern)
Provided analytical and policy research for the development and implementation of a commercial revitalization program for small
businesses in New York City.
Identified and researched nationally and city recognized programs for the development of a capacity building program to
assist minority and women-based enterprises (M/WBEs) increase their bidding contract opportunities.
Identified the number of pre-qualified, City-certified M/WBEs through matching and cross referencing potential M/WBE
participants from the Port Authority, School Construction Authority, and Turner data.
Assisted in interviewing and compiling anecdotal data to assess the challenges of M/WBE firms by working with key
industry stakeholders, including the M/WBE advisory board in order to develop strategies for corrective action.
ASPIRA Association, Washington, DC: (September 2000 – August 2002, Public Policy Analyst)
Provided public policy research and program development on various Latino policy issues.
Produced a brochure identifying health and education issues for Latino high school students.
Developed an Allied Health Manual for high school students to explore professional training in the allied health and
technology fields.
Provided guidance counseling for high school students and college interns seeking educational opportunities for financial
aid, scholarship awards and loan assistance.
Managed finance and payroll operations and provided administrative support for the VP of Public Policy and Federal
Relations.
ASPIRA Accomplishments
Awarded a grant from the Department of Health and Human Services to develop a Allied Health manual for high school
students (February 2002).
Supported a pipeline of financial aid programs to ensure students remain in college, in particular continuity of financial
aid and scholarship programs.
Promoted from a part-time intern to a public policy analyst after a few months of employment as a result of outstanding
performance.
EDUCATION
Certificate: Executive Certificate in Financial Planning, Georgetown University School Center for Continuing Studies, May 2011
Selected Course Work:
Fundamentals of Financial Planning and Insurance, Investments, Taxation of Persons, Property and other Entities,
Retirement and Employee Benefits, Estate Tax Planning, Capstone Case Course in Financial Planning
M. S.: Urban Policy Analysis and Management, Milano The New School for Management and Urban Policy, May 2006
Selected Course Work:
Advanced Seminar in Urban Policy Analysis and Management, Public Finance and Fiscal Management, Lab Issue
Analysis, Urban Economic Development Policy, Economics of the Welfare State and Education Policy
B.A.: Government and Politics, University of Maryland at College Park, College of Behavioral Social Sciences, May 2002
AWARDS, TRAININGS AND CERTIFICATIONS
FPA Awards First Diversity Merit-Based Scholarship Recipient, Financial Planning Association, September 2009
FHA-Insured Loans: An Affordable Mortgage Option, Neighbor Works Training Institute, May 2009
Post-Purchase Education Methods, Neighbor Works Training Institute, February 2009
NCHEC Certification in Housing Counseling, Neighbor Works Training Institute, September 2008
Advanced Residential Lending, Neighbor Works Training Institute, August 2008
Homeownership Counseling Certification: Principles, Practices and Techniques Part I, Neighbor Works Training
Institute, May 2008
Milano School of Urban Policy Analysis & Management -Merit Based Scholarship 2002-2005
Congressional Hispanic Caucus Institute - Graduate Academic Scholarship 2002
Hispanic Scholarship Fund - Graduate Academic Scholarship 2002
COMPUTER SKILLS
Internet Explorer, MS Outlook, MS Excel, MS Power Point, MS Word 3/2012
FPA National Capital Area Classified Connections Page 9 April 2012

Having trouble finding … Office Assistants?
Administrative Assistance?
Management?
Customer Service Representatives?
College Interns?
Let ROCS (Responsible Outgoing College Students) help you fill those jobs!
Why ROCS?
We provide great students who are eager to learn, energetic, and technically savvy that
can’t be found through traditional agencies.
We’re affordable for any sized company and all of our services are priced at simple flat
rates.
We take care of all payroll hassles including taxes, workers comp, liability, insurance,
and payroll processing so you can focus on your business.
We have students in all fields including administrative, customer service, accounting,
marketing, and more!
We rigorously screen and interview our students before and after we meet with you to
ensure you get a qualified candidate for the position.
ROCS is a staffing services company that helps college students and recent grads find part and
full-time job opportunities that match their future career fields and goals. For more information,
contact Leah @ (703) 579-6677 1/2012
Sub-Contract Opportunity
Alliant Wealth Advisors, an established Wealth Management firm in Prince William, Virginia, is seeking a Spanish
speaking financial professional to represent Alliant during client 401(k) enrollment and education meetings on an asneeded
basis. These meetings will be with the client’s participants to discuss plan investment options. Interested
individuals may send their inquiries to: beimler@alliantwealthadvisors.com. 3/2012
FPA National Capital Area Classified Connections Page 10 April 2012

FPA National Capital Area Classified Connections Page 11 April 2012

Wealth Manager Position - Washington, DC metro area
EagleStone Wealth Advisors is a boutique, independent wealth management firm located outside Washington, DC. We
specialize in comprehensive wealth management for high net-worth individuals, corporate executives, businesses and not-forprofit
organizations.
As we head into this next stage of our growth, we are looking for an experienced wealth manager to join our team and
continue our tradition of excellence. Read below to decide if you would be a good match for our growing firm. If you like
what you read, please email your resume to mmolloy@eaglestonewealth.com
Us:
Over twenty-five years of experience in financial services, wealth management, and tax planning
A management team and staff with professional designations including, but not limited to CPA, CFP, PFS, MBA,
and JD
Productive, yet enjoyable office culture focused on teamwork, working hard and working fun
Independent firm, allowing us to advise clients based on their unique needs
A very personalized approach towards customized client portfolios has resulted in exceptional performance and
client retention rate.
You:
Currently working as an independent advisor and looking to change firms, or with a wirehouse and looking for a
straightforward, more rewarding compensation structure
Possess an entrepreneurial spirit or the desire to work in an entrepreneurial environment
Looking for a place to grow your business and the freedom to employ a relationship approach with a select number
of clients,
Hold at minimum a Bachelors degree, and ideally a CPA, CFA, MBA, JD
Are a CFP (or designation within five years of hire date)
Hold Series 7, 63, 65, or 66
Ability to transfer a high percentage of existing client base to new broker/dealer*
Have an established track record of business development;
Excellent communication abilities, both written and verbal;
Polished sales and presentation skills
Strong computer skills, including experience with financial planning, CRM, and portfolio performance software
Overview of Job Function:
Manage and provide comprehensive financial planning to an assigned book of affluent clients.
Establish relationships with them quickly, ensuring a smooth transition to your new role as part of their team of
financial advisors
Function as the communications liaison between our full time investment team and clients, providing detailed
explanations of portfolio management decisions and related performance information;
Help achieve the yearly goals of the firm by expanding the client book and providing energetic business
development;
Work with our marketing department to brand both EagleStone and your own services
* Advisory services and securities are offered through our broker dealer, Triad Advisors, an SEC registered investment advisor.
EagleStone Wealth Advisors does not discriminate in employment based on race, religion, gender, national origin, disability, age, sexual
orientation, or any other criteria prohibited under controlling federal, state or local law. 4/2012
FPA National Capital Area Classified Connections Page 12 April 2012

STUDY GROUPS RETURNING!
BEGINNER (PRACTICE MANGEMENT): This practice management concentration group is
designed to cover best practice and operational topics. The mission of this study group is to
help advisors and staff members to be effective, efficient and grow through systems and
processes. Members should have one to five-years of financial advisory services. The group
meets bi-monthly for two hours on a Friday. Please contact Bonnie J. Armstrong for
additional information.
INTERMEDIATE (INVESTMENT PLANNING): This Intermediate Group is ideal for RIA and
CFP ® certificants. This group will focus on current and proposed rules, investment strategies,
and important financial topics such as but not limited to retirement planning, estate planning
in the ever evolving environment. They affect and effect advisors in servicing clients. The
group will meet bi-monthly for two to three hours. A future meeting will be scheduled upon
format of a core group. Please contact Bonnie J. Armstrong for additional information.
ADVANCED: This Advanced Group is ideal for CFP ® certificants, financial advisory firm
principals or key people of a financial planning firm, who have unique organziational
challenges, in addition to an advisory role to clients. Individuals should have a minimum of
10-years of experience in financial advisory services. The group meets quarterly for half a
day. You may register by contacting Bonnie J. Armstrong for additional information.
CONTACT INFORMATION: Bonnie J. Armstrong
Office Phone: (703) 378-2620 Cell Phone: (703) 819-8545
E-mail: Bonnie@StrongPracticeSolutions.com
PARAPLANNER NEEDED
An Ameriprise Platinum practice in Gainesville, VA is seeking to hire a paraplanner to help manage the financial
planning workflow. The responsibilities include but are not limited to:
Providing client relationship support
Managing, gathering and analyzing client data
Preparing financial planning deliverables
Executing securities trades
Applicant must be detailed oriented, organized, communicate effectively and be able to multi-task. The candidate
must already have, or be able to study for and pass the Series 7, Series 66 and state insurance licensing exams. For
more information, contact Gary A. Howard, CFP®, JD at (703) 753-2955 or gary.a.howard@ampf.com.
3/2012
FPA National Capital Area Classified Connections Page 13 April 2012

YEAR 2012: OFFICERS & DIRECTORS
PRESIDENT PRESIDENT-ELECT
Rita Cheng, CFP ®
301-320-1457 Ryan Fleming, CFP ®
202-887-8135
Ameriprise Financial Services Armstrong, Fleming and Moore, Inc. ext.232
TREASURER SECRETARY
Augie Zullo 703-871-1344 Ken Robinson, CFP® 703-288-0500
Access National Mortgage The Monitor Group
OFFICER AT LARGE CHAIRMAN
Kevin Knull, CFP® 703-300-6666 Eric Hess, CFP ® 703-442-7686
Alpha Financial Advisors, LLC
BOARD OF DIRECTORS:
PROGRAMS CO-DIRECTORS PROFESSIONAL DEVELOPMENT CO-DIRECTORS
James Bogart, CFP® 703-356-0079 Joshua Halpern, CFP® 240-744-7125
RBC Wealth Management Raymond James Financial Network, Inc
Kathleen Sindell, PhD 703-299-1700 Jon Yankee, CFP® 703-889-1104
GCSR,Inc Fox, Joss & Yankee, LLC.
CHAPTER COMMUNICATIONS DIRECTOR GOVERNMENT RELATIONS DIRECTOR
Scott Peterson 571-210-8300 Howard Pressman, CFP® 703-506-0843
Relay Station Social Media LLC Egan, Berger, Weiner, LLC
MEMBERSHIP CO-DIRECTORS SPONSORSHIP/MARKETING CO-DIRECTORS
Helen Modly, CFP® 540-931-9051 Dan Lash, CFP® 703-356-4360
Focus Wealth Management, Ltd. Financial Network x703
Jeff Kulik, CFP® 301-518-1316 Mitchell Berlin, CFP® 301-263-8508
Fidelity Investments Ameriprise Financial Advisors
Brad Pheeney 617-760-7206
Putnam Investments
PUBLIC RELATIONS CO-DIRECTORS FACILITIES & SOCIAL EVENTS CO-DIRECTORS
Bryan Beatty, CFP® 703-506-0843 Chris Rivers, CFP® 202-887-8135
Egan, Berger, Weiner, LLC Armstrong, Fleming & Moore, Inc
Scott Peterson 571-210-8300 Michael Nester 703-871-7346
Relay Station Social Media LLC Access National Bank
PRO BONO CO-DIRECTORS EXECUTIVE DIRECTOR
Tacy Paul Roby 301-951-4800 Peggy Nelson 703-620-1712
Calvert Funds FPA National Capital Area
Tommie Monez, CFP® 540-931-9051 ADMIN ASST
Focus Wealth Management, Ltd.. Katie Palmer
Past Presidents
Advisory Council (PPAC)
Gary Altman, JD, CFP Alexandra Armstrong, CFP
Tracey A. Baker, CFP U. Calvin Brown, MST, CFP
Glen J. Buco, CFP Elissa Buie, CFP
Jannet S. Carpien, CFP Stephan Q. Cassaday, CFP
Nicolet V. Evans, CFP Marjorie L. Fox, JD, CFP
Inga B. Frank, CFP Arthur M. Gelman, JD
Barry Glassman, CFP Eric Hess, CFP
Clyde G. Hohenstein, CFP Mark E. Johannessen, CFP
Brian T. Jones, CFP Timothy W. Jones, CFP
Paul Juergensen, II, CFP Glenn G. Kautt, CFP, EA
I. Edward Markley, CFP Jack May, CFP
Edward O’Hara, CFP, EA Christine Parker, CFP
Michael J. Rebibo, CFP Judy L. Redpath, AIF, CFP
Sheldon E. Sacks, CFP Karen P. Schaeffer, CFP
Dana G. Sippel, CFP Victoria M. Trumbower,CPA
Anne Uno, CFP, EA Richard E. Vodra, JD, CFP
Barbara A. Warner, CFP Marysue J. Wechsler, CFP
The Financial Planning Association is the owner of
trademark, service mark and collective membership
mark rights in: FPA, FPA/Logo and FINANCIAL
PLANNING ASSOCIATION. The marks may not be used
without written permission from the Financial Planning
Association.
CFP®, CERTIFIED FINANCIAL PLANNER and
federally registered CFP (with flame logo) are
certification marks owned by Certified Financial Planner
Board of Standards Inc. and are awarded to individuals
who successfully complete CFP Board's initial and
ongoing certification requirements.
FPA National Capital Area Classified Connections Page 14 April 2012