Ian is a Financial Planner with Financial Asset Management Corporation (FAM) in 2018 in New York. Prior to joining FAM, Ian served as financial planning associate at Rockwood Wealth Management before joining Sontag Advisory in 2015, where he was promoted to an advisory position. He earned his undergraduate degree from Virginia Tech, where he was instrumental in launching the Virginia Tech NexGen student community. Post-graduation, Ian served as the Local Leader Liaison to FPA’s NexGen community and now serves as the community’s Chair.
In 2018, Investment News recognized Ian on their “40 under 40” list of financial advice industry leaders.
In his free time, Ian enjoys exploring New York City with his partner Emily - they especially enjoy classic cocktails in classic venues and all that is available under the sleepless lights of the city. He is also training for the 2019 Berlin Marathon.
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.
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.