Skip Schweiss Elected 2020 President-Elect of the Financial Planning Association

DENVER, Colorado, Oct. 16 -- The Financial Planning Association issued the following news release:

The Financial Planning Association(R) (FPA(R)) announced today that the Board of Directors has elected Skip Schweiss as the 2020 FPA President-Elect for a one-year term. Schweiss' term will begin on Jan. 1, 2020, succeeding incoming 2019 FPA President Martin C. Seay, Ph.D., CFP(R).

With more than 30 years of experience in financial services, Schweiss is president of TD Ameritrade Trust Company (TDATC), which offers retirement plan solutions and services for independent registered investment advisers using TD Ameritrade's trust platform. Prior to joining TD Ameritrade Trust Company, Schweiss held a variety of management positions within Fiserv Investment Support Services, including serving as Executive Vice President of Fiserv Trust Company, which was acquired by TD Ameritrade Holding Corporation in February 2008.

A staunch advocate for the fiduciary standard, Schweiss also serves as managing director of adviser advocacy and industry affairs for TD Ameritrade Institutional and was named by Investment Adviser as one of its top 25 most influential people in the industry in 2014, named "Fiduciary of the Year" by the Committee for the Fiduciary Standard in 2015 and received the Insider's Forum Leadership Award in 2016.

Currently completing a three-year term on the FPA Board of Directors, Schweiss holds a Bachelor of Science in Business Administration from the University of South Dakota and an MS in Finance from the University of Colorado. He also completed the Securities Industry Institute(R) executive development program sponsored by the Securities Industry and Financial Markets Association (SIMFA) at the Wharton School of Business.

"I'm thrilled and honored to assume this leadership role in the leading membership association for financial planning professionals," said 2020 FPA President-elect Skip Schweiss. "Throughout my career, I've been able to serve the financial planning community and long ago came to admire the profession and the passion of its practitioners. As we celebrate the 50th anniversary of the profession, I look forward to working with, and on behalf of, my fellow FPA members to elevate the profession that transforms lives through the power of financial planning."

FPA is also pleased to announce the election of four new members to its Board of Directors. Each new board member will serve a three-year term beginning Jan. 1, 2020. Newly-elected board members will apply their diverse backgrounds and experience to help guide FPA's objective of being the recognized and unquestioned home for CERTIFIED FINANCIAL PLANNER(TM) professionals while working to advance the recognition of the financial planning profession. The new board members are:

* Robert van Beek, CFP(R), EFA, FFP - Founder and Director of About Life & Finance B.V. in Roosendaal, The Netherlands.

* Susan Danzig - President of Susan Danzig, LLC in Moraga, Calif.

* Claudia Cypher Kane, CFP(R), CIMA(R), CPWA(R), ADPA(R), CDFA(R) - Financial Advisor at Raymond James Financial Services in Roseville, Calif.

* Carl A. Wayne, J.D. - Senior Advisor, Charitable Estate Planning at the American Heart Association in Los Angeles, Calif.

"I'm excited to welcome these talented and experienced members to the FPA Board of Directors as we continually advocate on behalf of our members and the profession," says 2019 FPA President Evelyn M. Zohlen, CFP(R). "Skip, Robert, Susan, Claudia and Carl are passionate about advancing the financial planning profession and will bring diverse perspectives to help guide our future success in the spirit of our Primary Aim: To elevate the profession that transforms lives through the power of financial planning."

The FPA Board of Directors sets the vision and strategic direction for the association, using FPA's core beliefs as the key filters for making decisions in a fiduciary capacity on behalf of members and constituents. The 2020 Board will be comprised of 14 total members, which includes the four newly elected members and FPA Executive Director and CEO Lauren M. Schadle, CAE.

In addition to the FPA Board of Directors, FPA NexGen elected new leadership to help guide the strategic direction of the FPA NexGen community, the community for more than 2,500 new financial planning professionals. FPA members assuming leadership positions Jan. 1, 2020 are:

* Joseph Stemmle, CFP(R): 2020 FPA NexGen President-elect

* Michelle J. Wong, FPQP(TM): 2020 FPA NexGen Local Leader Coordinator

* Diana Yanez, MA, Candidate for CFP(R) certification: 2020 NexGen Gathering Coordinator

"We are delighted to welcome Joey, Michelle and Diana to the NexGen national leadership team. These leaders have not only shown an understanding of the current priorities and vision of NexGen, but have also each expressed thoughtful ideas of how to increase the awareness and impact of NexGen," says 2019 NexGen President Autumn K. Campbell, CFP(R). "We are privileged to have such committed volunteers raise their hands to donate their energy and expertise towards our vibrant and growing community."

FPA NexGen provides financial planning professionals who are new to the profession with a community that serves to support, advise and encourage professional advancement; promote, foster and direct programs that aid in knowledge transference; and explore issues common to relatively new planners in their career advancement.

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About the Financial Planning Association

The Financial Planning Association(R) (FPA(R)) is the principal membership organization for CERTIFIED FINANCIAL PLANNERTM professionals, educators, financial services professionals and students who are committed to elevating the profession that transforms lives through the power of financial planning. Through a collaborative effort to provide members with tools and resources for professional education, business support, advocacy and community, FPA is the indispensable resource in the advancement of today's CERTIFIED FINANCIAL PLANNERTM professional.