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


Chapters: Louisville and Phoenix

Mindy Helfrich


Vintage Financial Group, LLC

Chapter: Nebraska

Darren Larsen


Law Office of Darren M. Larsen

Chapter: Los Angeles


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Sarah E. Williams

Membership Director


Chapter: Kansas City

Calinda Young

Membership Director


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

National Office Staff

Emily Kelly -Program Director

Mary Rogan - Events Director

Maureen Werther - Membership/Communications

Beverly Seinberg - Communications

Christina Hoffer - Events

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Emily Kelly

Association Director

Mary Rogan

Events Director

Beverly Seinberg


Michelle Breton

Member Services

Maureen Werther

Marketing and Communications

Board Committees

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Sales and Marketing

Chair: Darlene Flagg
Members: Dawn Wolfgram, Jenny Bacarella, Carrie Sayre, Hawley Woods Grey


Co-Chairs: Chia-Li Chien & Hawley Woods Grey


Members: Calinda Young, Sarah Williams

Member Engagement

Co-Chairs: Calinda Young & Sarah Williams
Members:Jenny Bacarella, Carrie Sayre, Mindy Helfrich


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


Chair: Mindy Helfrich, Treasurer
Members: Carrie Sayre, Dawn Wolfgram, Darlene Flagg