Megan Carpenter, CEO and co-founder of FiComm Partners, a marketing firm that focuses on independent wealth management firms, has been named to the board of directors of the Foundation for Financial Planning, the nonprofit organization announced today.
In addition, David Yeske will assume the duties of chair of the board, and Anthony Svach will be vice chairman. Carpenter will serve a three-year term, while Yeske and Svach will lead the organization for one year. The Foundation for Financial Planning was created to expand access to financial planning for people in need or suffering a crisis.
“Meg has been a longtime supporter of FFP’s work, donating her time and expertise to help raise awareness of the incredible impact of pro bono financial planning,” Jon Dauphine, FFP’s CEO, said in a statement. “Dave is in the perfect position to take over as chair. He has been a dedicated donor and volunteer, as well as a board member for more than six years, serving as vice chair for the last year and a half.”
Carpenter has served as chair of the Workforce Development Advisory Group for the CFP Board of Standards. She launched her own business, Caritative Wealth Consulting, at the age of 29, and merged that business into her second business venture, FiComm Partners, in 2014.
Yeske is managing director of Yeske Buie, a financial planning firm with offices in Vienna, Va., and San Francisco. He is distinguished adjunct professor in Golden Gate University’s Ageno School of Business, where he is director of the University’s financial planning program. He was awarded the Financial Planning Association’s P. Kemp Fain, Jr., Award for lifetime achievement in 2017 and the FPA Heart of Financial Planning Award in 2012.
Svach is the head of intermediary sales at Allspring Global Investments, a worldwide asset management firm headquartered in Charlotte, N.C. Before joining Allspring, he served as a managing director at BlackRock.