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National staff contact information
2011-2012
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President
Karen Roberts, CLU,ChFC
Emerald Financial Group
Lincoln Financial Advisors
Chapter: Gold Coast, FL
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President-Elect
Theresa Schaffer, FIC
Western Financial Services
Member-At-Large
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Treasurer
Sara M. Samuels, J.D.
Northwestern Mutual
Chapter: Member-At-Large
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Secretary
Angelia Z. Fritter, CLTC, LCU, ChFC, LUTCF
New York Life, The Fritter Group
Chapter: Member-at-Large
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Immediate Past President
Kathleen Godfrey, RIA, MBA
Godfrey Financial Associates, Inc.
Chapter: Capital Region/Albany
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Jan Knight
Mass Mutual
Chapter: Member-At-Large
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Board of Directors
Veronica Bell
Lifetime Strategies Group - Member John Hancock Financial Network
Chapter: Dallas Fort Worth
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Judith H. Luddy, CLU, ChFC, CLTC
Charter Oak Insurance & Financial Services
Chapter: Member-At-Large
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Trisha Gallagher Boisvert
The Gallagher Group
Chapter: Member-At-Large
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Arthea (Charlie) Reed, PhD, CLTC
Northwestern Mutual
Chapter: Member-at-Large
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Maia Chase
Northwestern Mutual Financial Network
Chapter: Portland Metro
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ShirleyAnn M. Robertson, CLTC
Prudential Financial
Chapter: Member-At-Large
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Susan L. Combs
Combs & Company
Chapter: NYC Metro
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Kathryn Tague
MetLife
Chapter: Member-At-Large
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Pamela Gilmour, CPA, CFP, CLU, ChFC, CASL
Financial Fitness
Chapter: Baltimore
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Alice Tang
John Hancock, The Business Planning Group
Chapter: Portland Metro
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National Office Staff
Executive Director - Deb Duffy
Communications & Marketing - Megan Geroux
Programs & Events - Cheryl Gerstler
Member Services - Tory Owens
Senior Staff- Joe Van De Loo
National Office Contact information:
This e-mail address is being protected from spambots. You need JavaScript enabled to view it
136 Everett Road
Albany, New York 12205
(866) 264-9437
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