Organizations Filed Purposes:
To elevate the profession that transforms lives through the power of financial planning.
FPA fosters the value of financial planning and advances the financial planning profession.
FPA Annual Conference is the largest gathering of CFP professionals. The event spotlights FPA's core competencies: Knowledge, Community, Advocacy, and Leadership. The program offers many educational tracks, an exhibit hall, roundtable discussions, and various pre-conferences conducted by partners of FPA. Various FPA member communities gather to network, share best practices, and connect with like-minded members. The conference is built around sharing practical knowledge and strategies for attendees to take back to their practice for immediate implementation.
Member Relations:FPA Membership staff assist FPA members in joining and renewing as FPA members as well as navigating their FPA member benefits to ensure they take full advantage of their membership. As a professional membership association, benefits are focused on supporting members in elevating their knowledge through professional development, expanding their connections through community, growing their businesses through tools and resources for business success, and protecting their profession through advocacy.
FPA Retreat is a long-standing, non-traditional gathering of the FPA community. It is an event that attracts the "best and brightest" of the profession due to its level of intimacy, community learning, and advanced, cutting edge content. The conference provides opportunities for networking, advanced education, and exposure to new theories and best practices.
Executives Listed on Filing
Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing
| Name | Title | Hours Per Week | Total Salary |
|---|
| Lauren Schadle | Executive Director / CEO | 40 | $386,284 |
| Craig Noll | Director of Finance | 40 | $130,465 |
| Dan Martin | Director of Marketing | 40 | $122,557 |
| Kristine Mazzullo | Dir. of OneFPA Network Operations | 40 | $122,110 |
| Karen Nystrom | Government Relations | 40 | $120,233 |
| Heather Caldwell | Dir. of Staff Relations | 40 | $118,194 |
| Jessica Flynn | Dir. of Strategic Relations | 40 | $104,001 |
| Skip Schweiss | Board Member | 5 | $0 |
| Jason Plank | Board Member | 5 | $0 |
| Dennis Moore | Board Member | 5 | $0 |
| Karen Mcdade | Board Member | 5 | $0 |
| Tony Mahabir | Board Member | 5 | $0 |
| James Lee | Board Member | 5 | $0 |
| Chris Draughon | Board Member | 5 | $0 |
| Ann Dowd | Board Member | 5 | $0 |
| Kimberly Bridges | Board Member | 5 | $0 |
| Molly Balunek | Board Member | 5 | $0 |
| Martin Seay | President Elect | 5 | $0 |
| Evelyn Zohlen | President | 5 | $0 |
| Frank Pare | Chair | 5 | $0 |
Data for this page was sourced from XML published by IRS (
public 990 form dataset) from:
https://s3.amazonaws.com/irs-form-990/202023029349301712_public.xml