The Basis for Monetary Planning, which focuses on offering professional bono providers nationwide, says Meg Carpenter is becoming a member of its board of trustees, with Dave Yeske, CFP, changing into board chair and Tony Svach assuming the function of vice chair.
Carpenter will serve a three-year time period, whereas Yeske and Svach will every have a one-year time period.
“Meg has been a longtime supporter of FFP’s work, donating her time and experience to assist elevate consciousness of the unbelievable affect of professional bono monetary planning,” mentioned Jon Dauphiné, CEO of the group. “We’re delighted to welcome Meg to our board and excited in regards to the new views she’ll add to our rising efforts.”
Carpenter is CEO and co-founder of the advertising and marketing agency FiComm Companions, which focuses on the unbiased wealth administration area. She has labored within the business for over 20 years, after starting her profession at John Hancock Monetary Community.
The muse’s employees and board of trustees “are an inspiring group of esteemed business leaders who actually care about giving again … ,” Carpenter mentioned in a press release. “As [its] professional bono advertising and marketing and PR companion for the final 4 years, I’ve seen firsthand the unbelievable affect the group delivers to communities in want.”
Yeske is managing director of Yeske Buie, a monetary planning agency with places of work in Vienna, Virginia, and San Francisco. He is also dean of the Monetary Planning Affiliation’s residency program and director of the monetary planning program and Golden Gate College’s Ageno College of Enterprise.