Leadership + Staff

Board of Directors

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Dawn Wolfgram, CLF®

Immediate Past President

Principal Financial Group

Chapters: Kansas City and St. Louis

Darlene Flagg

Vice President

National Life Group

Chapters: Dallas-Fort Worth and Houston

Carrie D. Sayre, CLTC

President

Chapters: Louisville and Phoenix

Mindy Helfrich

Treasurer

Vintage Financial Group, LLC

Chapter: Nebraska

Darren Larsen

Secretary

Law Office of Darren M. Larsen

Chapter: Los Angeles

Directors

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Sarah E. Williams

Membership Director

CreativeOne

Chapter: Kansas City

Calinda Young

Membership Director

WealthCare

Chapter: Louisville 

Jennifer Bacarella

Chapters Director

Sigma Financial Corporation

Chapter: Michigan

Hawley Woods Gray

Education Director

Appreciation Financial

Chapter: Los Angeles

Chia-Li Chien, Ph.D., CFP®, PMP®

Education Director

California Lutheran University

Chapter: Los Angeles

Board Committees

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Sales and Marketing

Chair: Darlene Flagg, Vice President
Members: Dawn Wolfgram, Jenny Bacarella, Darlene Flagg, Emily Kelly, Association Director, Mary Rogan, Events Director

Education

Co-Chair: Chia-Li Chien, Education Co-Director

Co-Chair: Hawley Woods Gray, Education Co-Director

Members: Calinda Young, Sarah Williams, Emily Kelly, Association Director, Mary Rogan, Events Director

Member Engagement

Chair: Calinda Young, Membership Co-Director
Members: Sarah Williams, Jenny Bacarella, Carrie Sayre, Emily Kelly, Association Director, Michelle Breton, Member Services

Governance

Chair: Dawn Wolfgram, Immediate Past President
Members: Chia-Li Chien, Carrie Sayre, Darlene Flagg, Mindy Helfrich, Darren Larsen

Finance

Chair: Mindy Helfrich, Treasurer
Members: Carrie Sayre, Dawn Wolfgram, Darlene Flagg, Emily Kelly, Association Director

 

National Office Staff

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Emily Kelly

Association Director

Mary Rogan

Events Director

Beverly Seinberg

Communications

Michelle Breton

Member Services

Maureen Werther

Marketing and Communications