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Board of Directors
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2018 Board Of Directors

  William Love, CFP®
Chairman

Marshall Financial Group

(215) 348-9393
blove4042@ymail.com
 
  Steven J. Krzywicki, Jr., CFP®
President

Beacon Bridge Wealth Partners

(610) 943-3117
steven.j.krzywicki@ampf.com
 
  Nick Maningas
President-Elect

Gateway Mortgage

(610) 832-0666 Ext. 224
nickmaningassr@gmail.com
 
  Frederick Lawrence Helmick, Jr., CFP® , CPA, MST
Treasurer

Helmick and Company

(215) 207-9430
lhelmick@helmickcompany.com
 
  Christopher Bertram, CISR
Secretary

Marsh Private Client Services/Sales & Risk Consultant

(215) 246-1162
chris.bertram@marsh.com
 
  James McGowan, CFP®
Education Programs

Marshall Financial Group

(610) 657-5414
jmcgowan@marshallfinancial.com
 
  Cynthia (Cindy) Axelrod, CFA
Career Development

Temple University - Fox School of Business

(215) 204-1917
cindy.axelrod@temple.edu
 
  Thomas Mesko
Membership

The Philadelphia Foundation

(215) 863-8125
tmesko@philafound.org
 
  Daniel Zajac, CFP®, AIF®, CLU
Marketing/Media Relations/Social Media

SimoneZajac Wealth Management

(610) 363-1344
daniel@simonezajac.com
 
  Brent Zackon
Career Development

RTD Financial Advisors, Inc.

(215) 557-3800
brent@rtdfinancial.com
 
  David Emery, CFP®, CDFA™
Sponsorship Development

Marshall Financial Group

(215) 348-9393
demery@marshallfinancial.com
 
  James McGowan, CFP®
Study Groups

Marshall Financial Group

(610) 657-5414
jmcgowan@marshallfinancial.com
 
  Bryan Dalesandro, CFP®
Pro Bono

Concentus Wealth Management

(610) 994-9194
bryan.dalesandro@concentuswealth.com
 
  Sameer Somal, CFA, CFP®
Government Relations/Advocacy

Blue Ocean Global Wealth

(202) 276-7589
ssomal@blueoceanglobalwealth.com
 
  Brent Zackon
NEXGEN

RTD Financial Advisors, Inc.

(215) 557-3800
brent@rtdfinancial.com
 
  Jordan R. Rosenblatt
Professional Alliances

Rosenblatt Brokerage

(856) 216-0211
jordanr@rosenblattbrokerage.com
 
  Chris Stewart
Chapter Administrator


P.O. Box 38
Fairless Hills, PA 19030

Phone: (215) 295-0729
Fax: (215) 295-3652
Cell: (215) 620-4772
Ccstewart@comcast.net
  
  Julie Downs
Bookkeeper


(484) 680-8334
jrdbookkeeper@optimum.net
  
   

 About The FPA Philadelphia Tri-state Area Chapter

The Financial Planning Association Philadelphia Tri-State Area (FPA-PTSA) is the not for profit professional association that fosters the value of financial planning and advances the financial planning profession. As one of the 12 largest chapters in the United States, the FPA-PTSA consists of about 750 active members from Southeastern Pennsylvania, Southern New Jersey and Delaware.

FPA Philadelphia Tri-State Area
P.O. Box 38
Fairless Hills, PA 19030
Phone: 215.295.0729 Contact Us