Foundation for Financial Planning Appoints Three New Trustees

WASHINGTON, Feb. 8, 2018 /PRNewswire-USNewswire/ -- The Foundation for Financial Planning (FFP), a 501(c)(3) nonprofit charitable organization, announced that it has elected three new members to its Board of Trustees: Mary Pat Roenbeck, CIMA®, Managing Director at BlackRock; Eileen Sharkey, CFP®, Principal at Sharkey, Howes & Javer, Inc.; and Dave Yeske, CFP®, Managing Director at Yeske Buie Inc. Kacy Gott, CFP® will continue to serve as board Chair.

FFP's Board of Trustees is made up of leading financial planner practitioners, as well as leaders from some of the nation's top financial services companies, including AIG Financial Distributors, Fidelity Investments, Pershing Advisor Solutions, Schwab Advisor Services, Starwood Capital, TD Ameritrade Institutional, and now BlackRock.

"Our Board of Trustees represents the best and brightest of the profession – from individual practitioners to corporate leaders, all committed to giving back," said Jon Dauphiné, FFP's Chief Executive Officer. "Dave, Eileen and Mary Pat are no exception."

"We are delighted to welcome this powerhouse trio to our board," noted Chair Kacy Gott. "The Foundation is experiencing a period of exciting growth, and with ambitious plans for 2018 and beyond, we're eager for the input of these experienced and remarkably successful leaders."

Mr. Dauphiné added that the contributions of the new trustees will be especially valuable as FFP continues to grow its Pro Bono for Cancer Campaign, which is fueling the development of programs that can help lower-income families navigate the costs of a serious cancer diagnosis. "We will be actively seeking new ideas and strategies for best supporting this group, as well as the many other Americans who are in critical need of quality financial advice but struggle to access it."

Longtime trustee Alexandra Armstrong, CFP® echoed her support: "Not only are our new trustees highly respected in the profession, but they are also generous contributors to pro bono financial planning. Dave, Eileen and their firms are longtime supporters of the Foundation's efforts. We are thrilled that BlackRock has recently signed on as a corporate sponsor of the Pro Bono for Cancer Campaign."

Mary Pat Roenbeck, CIMA®, is Managing Director, Head of National Accounts for the Independent channel within US Wealth Advisory at BlackRock, responsible for formulating and executing home office strategy across 16 major distributors. Prior to National Accounts, Mary Pat held the position of Director of Sales Strategy for the US Wealth Advisory business, managing a team responsible for sales effectiveness and client segmentation. Mary Pat also spent 12 years at DWS Investments where she was Head of National Accounts, managing a team responsible for wirehouse, independent and RIA firms.

Eileen M. Sharkey, CFP® is a principal and co-founder of Sharkey, Howes & Javer, a Denver-based Financial Planning and Investment advisory firm. As a financial educator and expert, Eileen has been quoted in local and national publications including The Wall Street Journal and Money Magazine. Also named a 2016 "Woman to Watch" by InvestmentNews, Eileen frequently presents to audiences of all ages that appreciate her ability to make complex financial information practical and easy to understand. Eileen is an active member of the community, serving as Chair of the Board of the College for Financial Planning, Chairman Emeritus of the Denver Ballet Guild Endowment Trust, and as an active member of the Financial Planning Association® (FPA®), which in 2009 awarded her the P. Kemp Fain, Jr., Award, the association's top award for lifetime achievement in the financial planning profession.

Dr. Dave Yeske, CFP® is Managing Director of Yeske Buie, a comprehensive financial planning firm with offices in Vienna, VA and San Francisco, CA. Dave has been named a top advisor by Bloomberg Wealth Manager and has been quoted in national media, including The Wall Street Journal, The New York Times, Businessweek, Newsweek, USA Today and more. With a passion for teaching and mentoring the next generation of financial planners, Dave holds an appointment as Distinguished Adjunct Professor in Golden Gate University's Ageno School of Business, where he is director of the University's financial planning program. He also co-teaches the Capstone Cases in Financial Planning course and has been a longtime mentor and now a Dean of FPA®'s Residency Program. In 2017, FPA® awarded Dave the P. Kemp Fain, Jr., Award for lifetime achievement, following his FPA Heart of Financial Planning Award in 2012.

About the Foundation for Financial Planning
The Foundation for Financial Planning (FFP) is a 501(c)(3) charitable organization and the nation's only nonprofit solely devoted to supporting the delivery of pro bono financial planning to vulnerable people, including wounded veterans, domestic violence survivors, people with serious medical diagnoses, and many others. Dedicated to Powering Pro Bono Financial Planning, FFP has provided more than $6.6 million in grants to nonprofits to support financial capability programs, worked with partners to activate more than 15,000 volunteer financial planners to serve their communities, and acted as a leader and catalyst to embed a rich commitment to pro bono across the financial planning profession. Visit FoundationForFinancialPlanning.org to learn more.

CONTACT
Jon Dauphiné
Chief Executive Officer
202.864.5180

SOURCE Foundation for Financial Planning

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http://FoundationForFinancialPlanning.org