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Northern New England FPATM
FPATM-NNE aims to foster the value of financial planning to advance the effectiveness of the Financial Planning Professional.
Officers and Directors 2008 |
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President:
Darlene Simard, CFP®, CLTC, MBA
Citizens Investment Services
Manchester, NH
603-647-7526
dasimard@comcast.net |
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Government Relations &
Chapter Recognition:
Frank Sapareto, CFS, RFC, RFP
FVS Financial
Derry, NH
sapareto@comcast.net |
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Chairman/Past President:
Linda Leibig, MBA, CFP®
Gelfand Financial Services
Goffstown, NH
603-497-6040
gelfandfnclsvc@yahoo.com |
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ME CEs:
Nancy Dimmick
Devon Advisors Inc
Harpswell, ME
207-615-0499
devonadvisors@gwi.net |
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Administrator/Website:
Matthew S. Gatzke
Concord, NH
603-228-1231
mattgatzke@choiceonemail.com |
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VT CEs:
Karen Paul, CFP®
Paul Financial Services, Inc.
Burlington, VT
802-862-1545
paulfin@sover.net |
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Treasurer:
A. Bruce Carri, CFP®, CPA/PFS
A. Bruce Carri CPA
Concord, NH
603-225-5634
abcarri@comcast.net |
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Scholarships
Milton (Sandy) Martin
Martin Family Enterprises
Exeter, NH
603-778-0822
mfe@mortgageu.com |
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CFP & NH CEs/Programs:
Ronald Valpey, CFP®
Focus Capital
Bedford, NH
603-647-5400
prumanhm@hotmail.com |
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Charitable Giving:
Lawrence Faretta, CFP®
Trust Advisory Group, Ltd.
Haverhill, MA
978-372-0965
lfaretta@tag-ages.com |
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President-Elect:
Thomas Space, CFP®, CTFA
Advisors Financial Planning Group, LLC
Gilford, NH
603-524-1599
Tom@AdvisorsPlan.com |
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Financial Planning Week/Programs:
Mike Bonacorsi, CFP®
Mike Bonacorsi, LLC
Amherst, NH
603-769-3111
mikbon12@comcast.net |
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Sponsors:
Torrey Greene
Greene & Assoc.
Integrated Retirement Strategies
Newport, NH
603-863-0100
torreyg@verizon.net |
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Programs:
Laurie L. Chandler, CFP®
Vigilant Capital Management
Portsmouth, NH
603-431-3498
lchandler@vigilantcap.com |
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Membership & PR:
Thomas Wagner, CFP®, MBA
Summit Wealth Group, LLC
White River Junction, VT
802-295-5300
twagner@summitwg.com |
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Secretary:
Kevin Desmond
Chubb Personal Insurance
Portsmouth, NH
603-766-0441
kdesmond@chubb.com |
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