National Board of Directors
| Susan John | Susan MacMichael John CFP, AIF is the President of Financial Focus, Inc.. Susan has been cited multiple times as one of the top financial planners in America. She has been providing personal and business financial planning services to individuals and families since 1985, and established Financial Focus, Inc. in 1995. Susan served as the Government Affairs liaison for NAPFA from 1994-2003, the Industry Issues chair from 2009-2010 and as Chair of NAPFA's National Board since September of 2010. Susan is a 1994 recipient of IBM's Visionary Leaders Award and a 1999 recipient of NAPFA's Distinguished Service Award. |
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| Giles Almond | Giles' experience spans more than three decades, including time spent with the Internal Revenue Service, national and local CPA firms, and as owner of a fee-only wealth management firm he co-founded in 1990. He graduated from the University of North Carolina – Wilmington, earning a B.S. in Accounting and subsequently became a CPA and later added the PFS (Personal Financial Specialist) designation, achieving the nation's highest score on the qualifying exam. He completed an educational program through the College of Financial Planning and has been awarded the Certified Financial Planner (CFP) designation. In addition, Giles completed an investment management educational program at the Wharton School at the University of Pennsylvania leading to the CIMA® (Certified Investment Management Analyst) designation awarded by the Investment Management Consultants Association (IMCA). |
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| Carolyn McClanahan | Carolyn McClanahan, M.D., CFP is the Founder of Financial Planning at Life Planning Partners. She is a graduate of Mississippi University for Women and the University of Mississippi School of medicine. In 2000, after looking for a financial planner and only finding sales people in her area, she went back to school for fun to learn about financial planning and decided to make a career change. In addition to leading her financial life planning practice, Dr. McClanahan speaks nationally to financial planners and physicians on the interplay between health and financial issues. She has been quoted in numerous publications, including The Wall Street Journal, Money Magazine, Kiplinger’s, and Smart Money. In 2009 she was named a “Mover & Shaker” in the financial planning profession by Financial Planning Magazine. |
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| Lesley J. Brey | Lesley J. Brey, CFP, CFA, AIF founded LJ Brey, Inc. in 1997 to provide personalized, fee-only financial planning and investment advisory services. Clients are primarily couples and widows, though frequent multigenerational involvement has developed a strong educational and organizational focus for all ages. Lesley joined the National Board in 2009 and chairs the President’s Council. Raised in Hawaii, Lesley’s formal education includes a B.A. in Mathematics from Pomona College, an M.S. in Engineering from Stanford University and an M.B.A. from Chaminade University. Her practical education includes 14 years in Fee-Only Financial Planning after 14 years in the petroleum industry. |
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| Tony Ogorek | Anthony J. Ogorek, EdD., CFP® is Operating Manager and Founder of Ogorek Wealth Management LLC. Mr. Ogorek has been a Certified Financial Planner licensee and Registered Investment Advisor in Buffalo, New York since 1983. He holds a Master of Arts and a Doctor of Education degree from SUNY Buffalo. Worth Magazine has cited Mr. Ogorek as one of the 250 Best Financial Advisors in the U.S. Mr. Ogorek has been published in Barron's, The New York Times, Mutual Fund News and The Buffalo News. He has been quoted in numerous publications including The Wall Street Journal, USA Today, Money Magazine, and Investor's Business Daily. He has appeared as a guest commentator on PBS' Nightly Business Report and CNBC's Mutual Fund Investor and The Money Club. He was financial analyst for National Public Radio's Buffalo, NY affiliate, WBFO-FM 88.7, for 10 years. |
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| John Ritter
Public Policy
John.Ritter@napfa.org  |
John Ritter, CFP, CFS is co-owner of Ritter Daniher Financial Advisory, LLC, a Fee-Only financial planning and asset management firm in Cincinnati, Ohio. His firm provides comprehensive wealth management services to female heads of household, retirees, and those nearing retirement with the goal of helping clients create better futures. John earned his BS in business from Xavier University, and then earned his CPF and CFS marks in 2001 and 2002. John became a NAPFA member in 2003, has spoken at many industry conferences, including both NAPFA and TD Ameritrade events. John began a term on the National Board in 2009. He has served as the Conference Liaison and currently serves in Public Policy on the National Board. In 2008, John was named as one of the Top 250 Wealth Advisors in the country by Worth Magazine. |
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| Ron A. Rhoades | Ron A. Rhoades, JD, CFP serves as Assistant Professor and Program Chair for the Personal Financial Planning Program at Alfred State College, Alfred, NY. Previously Ron served at the Chief Compliance Officer at Joseph Capital Management. He is also President of ScholarFi Inc. Ron was named one of Investment Adviser magazine's Top 25 Most Influential persons in the advisory profession for 2011. Ron also received the 2011 Tamar Frankel Fiduciary of the Year award. The author of several books and numerous white papers and articles, Ron is an advocate for, and educator regarding, the fiduciary standard as applied to RIAs and financial planners. Ron has been active on numerous financial planning industry committees and task forces. |
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| Linda Leitz | Linda Y. Leitz is a Certified Financial Planner and has been in the financial industry since 1979. She is also enrolled to practice before the Internal Revenue Service. Before becoming a financial professional, Linda held several executive positions in the banking industry. She began her career as a bank examiner. Linda has a BBA in Business Administration from Principia College and an MBA from Southern Methodist University. She is past president of the Pikes Peak Chapter of the National Association of Women Business Owners and of the High Noon Sertoma Club. She has been or is currently involved with various organizations on their boards or other committees: The Colorado Springs Utilities Policy Advisory Committee, the Colorado Springs Chamber of Commerce, Junior Achievement and the Estate Planning Council. |
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| Mary Malgoire | Mary A. Malgoire, MBA, CFP is the founder and President of The Family Firm, Inc. She has been providing on-going financial management services to clients since 1982, and is the Past President and Chairman of the Board of NAPFA. Serving her second term on the National Board, Mary chairs the Special Projects Committee. Mary earned her BA in 1972 from UCLA, an MBA from the University of Santa Clara in 1981, and her Certified Financial Planner credential in 1984. Ms. Malgoire has been named as one of the top 50 women in Wealth Management by Wealth Manager Magazine, and one of the best financial advisors in the country by Worth Magazine, Medical Economics Magazine and Mutual Funds Magazine. She is frequently sought out for comment by Money Magazine, The Washington Post, and The Wall Street Journal. |
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| Dr. Ray Forgue | Dr. Raymond Forgue, PhD retired in 2008 as an Associate Professor at the University of Kentucky. He earned his PhD from Virginia Tech in Consumer and Family Economics. At the University of Kentucky he served as Department Chair for five years, as Acting Dean of the College of Human Environmental Sciences and the departmental Director of Graduate Studies and Director of Undergraduate Studies. Ray serves as the Consumer Representative on the National Board at NAPFA. Dr. Forgue is co-author of Personal Finance published by Houghton Mifflin Company. This college-level textbook is in its 10th edition and has been adopted by instructors at over 300 colleges and universities across the United States. He also co-authored How To Care For Your Parents Money While Caring for Your Parents (McGraw-Hill). |
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| Barbara Camaglia | Barbara Camaglia worked in Corporate Finance Planning at The Southern Company and what is now First Energy. Major accomplishments include authoring and running a financial model forecasting the cost of nuclear fuel for all the CAPCO companies, working with management consultants to develop an inventory control and cost accounting program for Perry Nuclear Power Plant and creating and testing cost of debt and equity models. She's been providing financial planning and investment management services for private clients since 1992 and opened her practice to the public in 2004. While her practice accepts fewer new clients each year, she delights in helping people transform their lives and so seeks several new clients each year. She has also been providing accounting and controller type services for private business for many years. |
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| Mark Gibbs | Mark Gibbs’ experience and education have prepared him well for personal financial planning. He has over 13 years experience as a Controller for Flowers Foods & Mrs. Smith’s Bakeries, Inc. An MBA degree with a concentration in Finance and a Masters Certificate in Personal Financial Planning, both from Georgia State University, round out his qualifications. |
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| Lauren Locker | Lauren Locker, CFP is the principal at Locker Financial Services, LLC in Little Falls New Jersey, and expanded her commitment to serving the needs of the senior clients by becoming a Registered Financial Gerontologist (RFG) and a Certified Senior Advisor (CSA). Holders of these designations have supplemented their individual professional licenses, credentials and education with knowledge about the key health, social and financial issues that are important to seniors. She has served as a panelist at the New York Times, presented modules for the Women's Financial Information Program offered through Rutgers Cooperative Extension Service and is regularly called upon to contribute to articles in The Bergen Record and The Star Ledger, as well as Smart Money and The Wall Street Journal Online. Additionally, Lauren has served as a hospice volunteer, and is a member of her community’s Emergency Response Team (C.E.R.T.). |
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| Dirk Huybrechts | Dirk J. Huybrechts is a Certified Financial Planner practitioner and Registered Investment Advisor. He earned a Certificate in Personal Financial Planning (PFP) from the University of California Los Angeles (UCLA) and is a graduate of the Financial Planning Residency Program from the University of California Irvine. He founded HFM Advisors to work with individuals, families and small business faced with managing the financial decisions of everyday life. His previous financial experience includes work as an associate th a venture capital firm and as a summer associate for investment bank Merrill Lynch's corporate bond underwriting group. |
