The National Association of Personal Financial Advisors has elected three new members to its National Board to help guide the organization over the next year and beyond.
Linda Leitz, Anthony J. Ogorek and Giles Almond will join the national board in leading Napfa's membership and be responsible for setting the vision and agenda of Napfa. The three nominees were introduced to membership at the Napfa National Conference in Salt Lake City on May 20, and elected on June 6.
"We are most fortunate that Linda, Tony and Giles have made a commitment to donate time and energy to Napfa," said Napfa National Chair Susan John. "Each brings a wealth of experience to the National Board. We have a number of ambitious projects scheduled over the next few years and their capabilities and commitment to Napfa will benefit both the board and the membership."
Based in Colorado Springs, Colo., Leitz, is a certified financial planner practitioner who has been in the financial industry since 1979. She has a bachelor's in business administration from Principia College and an MBA from Southern Methodist University.
Based in Williamsville, N.Y., Ogorek, has been a certified financial planner practitioner and registered investment advisor since 1983. He holds a master's of arts and a doctorate in education from SUNY Buffalo.
Based in Charlotte, N.C., Almond is a financial services veteran who has worked with the Internal Revenue Service for the past three decades, and worked for national and local CPA firms, is owner of a fee-only financial planning and registered investment advisory firm he co-founded in 1990. Giles graduated from the University of North Carolina - Wilmington, earning a B.S. in Accounting.
- Jim McConville