FPA Residency 2018 Dean and Mentors
Led by a faculty of highly-experienced and nationally-known deans and mentors, FPA Residency is an intensive case-study based learning approach that develops the skills required to become a confident and competent practitioner.
"The mentors really made this experience worthwhile.
It's impressive to see the service-minded people in this profession."
– Steven, 2017 FPA Resident
October 2018 Dean
Kyra Morris, CFP®, EA began her financial planning career in 1983 and founded Morris Financial Concepts in 1987. Morris seeks to enrich clients lives by using her experience and skills in wealth and investment management. She is one of the founders of the SC Society for the Institute of Certified Financial Planners in 1985. She has served in a national position on the board of the Institute of Certified Financial Planners, and the CFP Board of Standards, Inc. Morris has been named six times by Worth Magazine, Mutual Fund Magazine and Bloomberg Wealth Management as one of the top financial planners in the country. In addition, Dow Jones Investment Advisor featured her on their cover, and Financial Planning Magazine named her one of the "Movers and Shakers" in the profession.
October 2018 Mentors
Sabrina Lowell, CFP® was part of the inaugural Investment News 40 under 40 list in 2014 and is a recipient of the FPA Heart of Financial Planning Award. She chaired the FPA Annual Conference (2013). She chaired the FPA NorCal Conference (2010, 2011), served on the Consumer Advisory Group and the Professional Development Advisory Group task forces. Lowell has been quoted in The Wall Street Journal’s Smart Money Magazine, The Wall Street Journal’s Voices, CNNMoney.com, CFAInstitute.com, Talking Money with Jean Chatzky, Dow Jones News Wire, Money Magazine, Financial Planning Magazine, Investment News, AdvisorMax.com, Today’s Advisor, Investment Advisor and the Journal of Financial Planning. Lowell received her BA from Principia College, and holds a Certificate in Personal Financial Planning from the UC Berkeley Personal Financial Planning Program.
Nicholas Nicolette, CFP® is a founder and principal of Sterling Financial Planning, Inc. (SFPI), an Independent SEC RIA. He has been a CFP® professional since 1984. In addition to serving as a Dean for the FPA Residency Program, Nicolette served as President for the association in 2007. He was honored in 2011 by both the National FPA and FPA-New Jersey with the Heart of Financial Planning Award. He was also privileged to be the first person from FPA to appear before the U.S. Senate Special Committee on the Aging.
Michael Smith, CFP® is a Senior Vice President and shareholder of RTD Financial Advisors, Inc. headquartered in Philadelphia, PA., and manages the branch office in Atlanta, Georgia. He has been active in the financial planning profession since 1986 and a CFP® licensee since 1989. Prior to joining RTD, Michael was a principal and co-founder of Financial Vision Advisors, Inc., a highly successful firm specializing in comprehensive, holistic financial planning. In July 2015, AdvisoryHQ selected the Atlanta office of RTD Financial Advisors, Inc. as one of the Top 10 Financial Advisors & Wealth Managers in Atlanta, GA. In June of 2015, Financial Times named RTD as one of the Top 300 Registered Investment Advisors in the U.S. In 2011, NABCAP recognized the Atlanta office of RTD Financial Advisors, Inc. as one of the elite advisory practices in greater Atlanta area. In 1996, Michael’s firm, Financial Vision, was listed as one of the “Top Ten Atlanta Financial Planning Firms” by the Atlanta Business Chronicle. His firm and philosophy on client relationships were featured in the September-October 2000 issue of Financial Advisor magazine.
Laurie Belew, CFP® - Bio and photo coming soon
Kacy Gott, CFP® - Bio and photo coming soon
June 2018 Dean and Mentors
Dave Yeske, CFP®, DBA, holds a doctorate in finance from Golden Gate University, as well as an MA in Economics and a BS in applied economics from the University of San Francisco. He has been practicing financial planning since 1990. Yeske is a past chair of the Financial Planning Association and is the current practitioner editor of the Journal of Financial Planning. He previously chaired the FPA PAC, Research Center Team and Academic Advisory Council. He is also a long-time mentor and now dean in the FPA Residency Program. Yeske received the FPA Heart of Financial Planning award in 2012. He holds an appointment as distinguished adjunct professor in Golden Gate University's Ageno School of Business, where he has taught for over 20 years and is director of the University's financial planning program, home of the first ever MS in Financial Planning degree since 1980.
Karen Blodgett MBA,CFP® joined Aspiriant as an Associate Financial Planner in 2003, and in January 2008 she was named Principal and elected to Aspiriant’s Board of Directors. Prior to entering the financial planning profession, Karen worked in marketing for several major packaged goods organizations including PepsiCo and Nestle, as well as Bay Area start-ups Excite@Home and Sega.com. Karen is a member of the Financial Planning Association, previously serving on the San Francisco chapter’s Board of Directors and is currently leading their scholarship program as part of the Career Path Committee. Karen attended Dartmouth College and completed the Personal Financial Planning Program at University of California-Berkeley in June 2003 and earned her Certified Financial Planner® credential in May 2005.
Diane Bourdo, CFP® joined The Humphreys Group in 1989, became a Principal in 1993, and have been President since 2005. During the last 25-plus years I have been extensively involved in all aspects of our work with clients, tackling investment and financial planning issues. I am particularly passionate about helping women get smarter about money. As a member of the Financial Women of San Francisco, I am actively involved in its scholarship committee, interviewing female undergraduate and graduate students who are interested in careers in finance. A member of the Financial Planning Association, I participate on the pro bono committee that provides financial planning to underserved communities.
Richard J. Busillo, CFP®, AIF®, RPA is Chairman and CEO of RTD Financial Advisors, Inc. Mr. Busillo joined RTD in 1986 and provides financial planning and investment advisory services to business owners, professionals and retirement plan sponsors. Prior to joining RTD, he was a Regional Manager with CPI Pension Services, Inc., a national pension consulting firm. A CERTIFIED FINANCIAL PLANNER™ practitioner, Mr. Busillo is a graduate of Thomas Edison State University and completed the CFP® professional Education program with the College for Financial Planning. Mr. Busillo is a member of the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA) and the American Society of Pension Professionals & Actuaries (ASPPA) Benefits Council of Greater Philadelphia.
Gregg Clarke, MBA, CFP® is founder of Meritas Wealth Management, LLC, has been a financial advisor since 1990. He has a passion for comprehensive financial planning services with an emphasis on goal setting, investments, asset allocation, and retirement planning. Gregg also works with many clients in the area of employee stock option planning. Gregg's undergraduate degree is in Mechanical Engineering from the University of California at Davis. Gregg is past President of the Financial Planning Association (FPA) of San Francisco and continues to serve on the Programs Committee. He currently serves on the board of the Community Media Center of Marin as Vice Chair and he also is an adjunct professor in the Masters in Financial Planning program at Golden Gate University in San Francisco.
Jon P. Yankee, MBA, CFP®, founded FJY Financial in January of 2006 with Marjorie Fox and Dan Joss. For the second year in a row, Jon was recently named the top vote-getter for fee-only financial planning in Washingtonian magazine's list of "Top Financial Advisors". Jon was an original member of the CNBC Digital Financial Advisor Council, a group of 20 wealth management professionals from around the country who provide their insights and perspectives to CNBC's digital offerings. Jon is also a former member of the Board of Directors of the FPA - National Capital Area chapter, most recently serving as chair of its Public Relations/Media Committee. He is a former member of the Board of Directors of the Northeast/Mid-Atlantic Region of the National Association of Personal Financial Advisors (NAPFA) and is a NAPFA-Registered Financial Advisor.
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