Board of Directors
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President
Michael Orf, CFP®
Orf Capital Management
12305 Deer Track
Austin, TX 78727
512-219-6318
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President-Elect
Robert B. (Ben) Arnold, CFP®
Merrill Lynch Wealth Management
111 Congress Ave, Suite 600
Austin, TX 78701
512-397-1820
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Secretary
Ane Urquiola
Frost
401 Congress Ave, 14th Floor
Austin, TX 78701
512-473-4303
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Treasurer
Susan Hammond, CPA, CFP®
Padgett, Stratemann & Co, LLP
515 Congress Avenue, Suite 1212
Austin, TX 78701
512-476-0717 x1238
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Membership Director
MaryBeth Meyer
Austin Asset Management
7200 N. Mopac Expwy., Ste 315
Austin, TX 78701
512-453-6622
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Sponsor Director
Douglas M. Zullo, CFP®
Insurance Designers
12466 Los Indios Trail, Ste. 100
Austin, TX 78729
512-257-9700
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Programs Co-Director
Craig Miller, CFP®
Choice Asset Management, Inc.
P.O. Box 16178
Austin, TX 78716
512-623-4008
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Programs Co-Director
Bleckley Dobbs, CFP®
Lucien Stirling & Gray Advisory Group
4005 Guadalupe St
Austin, TX 78751
972-458-2517
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Public Relations Director
Holly H. Moore, CFP®
South Texas Money Management, Ltd
5000 Plaza on the Lake, Ste. 170
Austin, TX 78746
512-342-2298
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Austin Planners Conference Co-Director
Holly H. Moore, CFP®
South Texas Money Management, Ltd.
5000 Plaza on the Lake, Suite 170
Austin, TX 78746
512-342-2272
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Austin Planners Conference Co-Director
Lisa Fox, CFP®
South Texas Money Management, Ltd.
5000 Plaza on the Lake, SUite 170
Austin, TX 78746
512-342-2272
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Government Relations Director
E. Walter Laich
LFDS, Laich Financial Development Services
8206 Issac Pryor Dr.
AUstin, TX 78749
512-422-1165
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Career Development Director
Ryan Joyce, CFP®, CPA
Lara, Shull & May, LLC
7501 Covered Bridge Dr.
Austin, TX 78737
512-473-4934
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Chairman
Tom Walsh, CFP®
Frontier Investment Management Co.
9600 Great Hills Trail, #150W
Austin, TX 78759
512-637-1324/214-498-8669
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Chapter Executive
Sarah Frankenfeld
Chapter Mailing Address:
P.O. Box 28268
Austin, TX 78755-8268
512-261-4159
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® , CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo), which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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