Board meetings are usually held on the second or third Tuesday of each month at 3:30 pm. An agenda is set one week prior. Current members in good standing are always invited to attend. If you have a specific item for discussion, email the Chapter Executive at office@fpaghv.org or call 877-817-8400.
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Chairperson
Julie Doetsch, CFP®
914-478-3496
julie.doetsch@verizon.net |
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Membership Co-Director
Peg Casey, CFP®
914-637-9221
FPAnews@aol.com |
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President
Programs & Education
Co-Director
Marie DeCaprio, CFP®
914-432-5058
mcdadvisor@yahoo.com |
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Pro Bono & Public Awareness Co-Director
Ann Herrero, CFP®
203-326-6912
ann.herrero@morganstanley.com |
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President-Elect
Membership Co-Director
Anthony Leopizzi, CFP®,CLU, ChFC, CIMA
914-777-7526
anthony.j.leopizzi@ampf.com |
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Public Relations Director
Pro Bono & Public Awareness Co-Director
Ken Stein, CFP®
914-671-0717
kenstein2@aol.com |
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Treasurer/Comptroller
Rodd Berro
845-369-9422
rberro@pegasusassetmgt.com |
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Corporate Partnerships
Richard J. Drew, CFP®
203-454-3377
ddrew@haydenfinancial.com |
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Committee Members/ Consultants:
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Consultant
Anthony J. DeVito, CFP®
914-738-6313
anthony@devitofinancial.com |
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Legal Counsel
Dean Bress, Esq.
914-428-0770
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Consultant
Rick Caro, CFP®
202-966-7420
rgcaro24@optonline.net |
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Chapter Administrators
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Bonnie Stanley
Chapter Executive
3900 Main Street N.E.
Minneapolis, MN 55421
Toll Free: 877-817-8400
Fax: 763-226-2393
office@fpaghv.org
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Lori Somerville
Chapter Executive
203-469-5039
lori@fpaghv.org |
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