National Board of Directors
| Lauren Locker
Chair
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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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| Giles Almond
Treasurer/Secretary
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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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Robert Gerstemeier
At-Large
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Robert Gerstemeier, MBA, CFP® is the President and founder of Gerstemeier Financial Group, LLC a Fee-Only Registered Investment Advisory firm with offices located in Chicago and Cincinnati. He completed the Certificate in Financial Planning Program at Florida Institute of Technology and subsequently earned the Certified Financial Planner designation. He attended Miami University on a U.S. Navy Scholarship and also received an MBA from Embry-Riddle University. Bob spent significant time in the US Navy as a Naval Flight Officer and also worked at the Pentagon in Washington, DC where he was selected to work on Naval Intelligence issues. Near the end of 2009 he was recalled back to active duty and was deployed to Afghanistan to be part of a Provincial Reconstruction Team. After personally experiencing high pressure sales techniques from a financial planning company focused solely on military members, Bob searched for a better way to work with an advisor. This search ultimately led him to choose financial planning as a follow on career. In 2003 he started his firm with the desire to work with clients in a way where the advisor’s goals are aligned with the client’s. He is a staunch advocate of the Fee-Only approach to financial planning and regularly speaks to groups about what it means to be a fiduciary and why it is so important. He has been quoted in numerous publications including The Wall Street Journal, Kiplinger’s Personal Finance, Chicago Tribune, MSN Money, Research Magazine, and Investment News. |
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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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Cheryl Costa
Professional Growth  |
Cheryl Costa, is a principal of Forteris Wealth Management and manages the firm’s Boston-area office. Cheryl has more than 13 years experience in the financial planning and investment management industry and her specialties include retirement planning and distribution strategies, education funding analyses, taxes and investments. Cheryl’s financial planning and investment management expertise is widely recognized. She was named as one of the “Top 50 Women in Wealth Management” by Wealth Manager magazine and she writes “Managing Your Money”, a personal finance blog for the Boston Globe. Cheryl is also a regular contributor to the Boston Globe’s “Money Makeover” series and has been interviewed on Boston’s NPR station. |
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Dana Pingenot
Membership
Dana.Pingenot@napfa.org
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Dana Pingenot has more than 25 years of experience in financial planning and serves as President and a Senior Financial Planner for Lee Financial in Dallas, Texas. Dana has appeared four times on D Magazine’s bi-annual list of “The Best Financial Planners in Dallas” and Texas Monthly named Dana a Five Star Wealth Manager in 2012, 2011 and 2010. Beyond financial planning, under Dana’s leadership Lee Financial was named one of the Dallas Morning News’ Top 100 places to work in Dallas/Fort Worth three years in a row for 2011, 2010 and 2009. In 2011, Dana was elected to the Board of Governors for the Estate Planning Council of North Texas and was selected for the YPO (Young Presidents' Organization). In 2012, she was elected to serve on the Board of Directors for National Advisors Trust Company and the Board of Governors for the Dallas Estate Planning Council. |
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| Linda Leitz
Chair-Elect
Presidents' Council
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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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