Board of Directors | Financial Planning Association of Northeast Ohio

Kayla Stowe, CFP®, CRPC®

President

NMS Wealth Management
121 South Street
Chardon, OH 44024
(440) 510-1901

Lauren R. Lippert, CPA, CFP®

President Elect

MAI Capital Management LLC
6050 Oak Tree Blvd Suite 500
Independence, OH 44131
(216) 920-4850

Bob Casarona, CFP®

Chair, Past President, Treasurer

Sequoia Financial Group
6095 Parkland Blvd., Suite 210
Cleveland, OH 44124
(440) 473-1115

Kurt M. Thomas, CFP®, CLU®

Secretary

J.L. Thomas & Company, Inc.
1500 Chester Avenue
Cleveland, OH 44114
(216) 241-2300

Scott Brihn

Pro Bono Director

Pinnacle Wealth Planning Services, Inc.
6 W 3rd Street, #100
Mansfield, OH 44902
(419) 526-5226

Tyler M. Colton, CPA/PFS, CFP®

Advocacy Director

Clearstead
1100 Superior Avenue East, Suite 700
Cleveland, OH 44114
(216) 353-9832

Mac McLaughlin, CFP®

Partnership Director

Wellspring Financial Advisors
5900 Landerbrook Dr., Suite 100
Cleveland, OH 44124
(216) 367-0680

Kimberly Murphy, CFP®

Director

Park Edge Advisors, LLC
2360 West 11th Street
Cleveland, OH 44113
(440) 578-7505

Jim Perrine, CFP®

Membership Director

MAI Capital Management LLC
6050 Oak Tree Blvd, Suite 500
Independence, OH 44131
(216) 920-4800

Alexander Rupert, CFP®

Director

Sequoia Financial Group
3500 Embassy Pkwy, Ste 100
Akron, OH 44333
(330) 374-1040

Jake Smail, CFP®

NexGen Director

Demming Financial Services
13 New Hudson Rd
Aurora, OH 44202
(330) 562-2122

Lauren Smigelski

Chapter Executive

FPA of Northeast Ohio
2001 Crocker Road, Suite 510
Westlake, OH 44145
(216) 298-9095

Past Presidents Listing

View all past presidents of the Financial Planning Association of Northeast Ohio.