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Government Relations & Ethics
Bhaj Townsend, CFP®, CLU, ChFC
Legacy Plus, LLC
Office: (425) 827-5371
Fax: (425) 861-7250
E-mail:
bhaj@legacyplus.com
Board Chair
Bridget Burgess, CFP®
Symetra Financial Investment Services Inc.
Office: (800) 469-7667 x66326
Fax: (866) 532-1364
E-mail: bridget.burgess@symetra.com

Sponsorship Director

Joseph Hebert, CFP®
TrueNorth Financial Services, LLC
Office: (206) 652-4314
Fax: (206) 652-4316
E-mail:
jhebert@truenorth-fn.com

President

Bradley Allen, CFP®
Coast Capital Management
Office: (206) 780-7930
Fax: (206) 780-7930
E-mail:brad@coastcapitalmanagement.com
Communications Director
Merry Abeel, CFP®
Smart Portfolios, LLC
Office: (425) 455-4242
Fax: (425) 376-8649
E-mail:
meabeel@mindspring.com

Secretary/Treasurer

Rick Bryan, CFP®
Conlon & Dart Wealth Management
Office: (206) 728-0222
Fax:
E-mail:Rbryan@conlondart.com
Programs Director
Thomas Allison, CFP®, CFS
Allison Spielman Advisors
Office: (425) 889-7848
Fax: (425) 889-0828
E-mail:
tallison@allisonspielman.com

Membership Director

Kathryn Garrison, CFP®
Moss Adams Wealth Advisors, LLC
Office: (206) 302-6752
Fax: (206) 221-2966
E-mail:kathryn.garrison@mossadams.com
 
Public Relations Director

Robin Tan Ph.D., CFP®
KMS Financial Services Inc.
Office: (425) 739-9389
Fax: (425) 952-0179
E-mail:robin@robintan.com


FPA of Puget Sound Staff

Assistant Director
Jackie Manalastas
Office: (206) 686-4372
Fax: (206) 686-4372
E-mail:
info@fpapugetsound.org
Executive Director
Cindy L. Byfield, M.Ed.
Office: (206) 686-4372
Fax: (206) 686-4372
E-mail:cindy@fpapugetsound.org

FPA National Board of Directors

 

 
 
FPA of Puget Sound . PO Box 2016 . Edmonds, WA . 98026 . Phone and Fax 206-686-4372 . Email Us