Autumn is a lead advisor at The Planning Center’s Tulsa office. She received her B.A. in Psychology from Whitman College in WA and spent several years teaching and counseling in Dallas, TX. Autumn’s passions in financial planning center around career paths for those in their first decade in the industry and helping others make informed, confidant decisions on the emotional side of money. She is an obstacle course enthusiast, enjoys playing strategic board games, and listens to a wide variety of TEDtalks.
Alexandria is a paraplanner at Symphony Financial Planning, also known as the “Director of Taking Care of Business.” She was born and raised in sunny Sacramento, California where she spends most of her time baking, dancing and hosting family game nights (she’s very competitive 😊). Alexandria joined her local FPA chapter, Northern California, to help with navigating her professional career and to aid others doing the same. Alexandria encourages young professionals to get involved in the financial planning profession while living a phenomenal life.
Joey is a Financial Advisor with Riverstone Wealth Advisory Group in Midlothian, VA. Joey graduated Magna Cum Laude from Virginia Commonwealth University with a Bachelor of Science degree in Finance. At VCU, he pursued the CFP Board Registered Financial Planning Program, and is a CERTIFIED FINANCIAL PLANNER™ professional. Joey serves in various capacities on the Board of Directors of the Financial Planning Association (FPA) of Central VA and on the Board of Directors for the Financial Empowerment Board for the City of Richmond Treasurer’s Office. Joey enjoys going to wineries and breweries, going to VCU basketball games, and is an avid traveler – trying to go to all 50 states by 2020.
Susan is Chief Financial Planning Officer at Pure Financial Advisors in San Diego. She is passionate about providing the next generation of financial planners with the resources they need to excel in their careers and helping them develop their skills to provide the best service for their clients. As Organizational Director, Susan aspires to help guide the strategic direction of the FPA NexGen community, ensure the transference of wisdom, bring new talent and diversity into the profession and advocate for additional resources for the betterment of FPA members and new financial planners.
FPA NexGen Elections
View our FPA NexGen Job Descriptions. Important information on elections will be shared at FPA's Annual Conference each year, and elections are typically held in late Fall.
