|
Board of Directors
|
Al Davis, CFP®, EA
President |
|
|
Al S. Davis, the founder of Davis Financial Planning, has been recognized as a Certified Financial Planner™ since 2007 and has been in the financial services industry since 2000. Al is very active in the Asheville, NC community, having served on the board of directors of the UNC Asheville Foundation, the Land of the Sky Estate Planning Council, the Health Adventure, Kiwanis Club of Asheville, and the Asheville Parks and Greenways Foundation.
Prior to starting Davis Financial Planning, Al was a city executive with Bank of America; the private banking manager and then wealth services team leader with Central Carolina Bank, which became SunTrust; and the western region executive with Capital Bank.
Al graduated from Appalachian State University earning a degree in business administration in 1991. He earned an MBA from the University of Tennessee in 1993.
|
|
Lois Basil, CFP®
President-Elect
|
 |
Lois Basil earned a Bachelor of Arts degree from Augustana College, Rock Island, IL in Accounting and Business with a concentration in Human Values and Technology. In 1999 Lois started a business, Basil Financial Group providing accounting services to small businesses, not for profit organizations and individuals. Lois is a CFP ® and a member of NAPFA and FPA. |
|
Linda Stratton
Secretary Treasurer |
 |
Linda Stratton is the principal of Stratton Advisors, a practice in Oro Valley, Arizona, launched in 2005. She joined the former version of ACP in January 2006 and became a NAPFA member in 2007.
Prior to becoming a financial planner, Linda was a nonprofit fundraiser and development officer for ten years.
Linda has an undergraduate degree in Classics from Brown University, and earned her MBA from Northern Arizona University. She taught corporate and personal finance courses at NAU after completing her degree. She subsequently directed the Bureau of Business and Economic Research in the College of Business for several years. Linda played on the women’s basketball team at Brown for four years; now she plays golf.
|
|
John Einberger, CFP®
Past President |
|
|
John W. Einberger, CFP®, owner of Mutual Advantage, has been practicing financial planning for twenty years, first starting as para-planner and then in 1996 as the owner of Mutual Advantage. John is a member of the National Association of Personal Financial Advisors (NAPFA), an alliance of Fee-Only™ planners, which holds its members to the highest fiduciary and ethical standards in the industry, as well as the Financial Planning Association (FPA).
Prior to starting Mutual Advantage, John was an entrepreneur starting four high-tech companies, growing them to a size they could either be sold or merged and then starting again. During that time, and to the present, John has taught classes in the business school at the University of Colorado.
|
|
Jacob Kuebler, CFP®, EA
|
|
|
Jacob Kuebler graduated from the University of Illinois at Urbana-Champaign with High Honors. He is a Certified Financial Planner™ and a member of NAPFA. He is currently pursuing a master's in family studies and human services, with a financial planning concentration. Jake has been involved in both the financial planning field and consumer outreach. Since graduating, Jake has served the Financial Planning program at the University of Illinois by speaking to program administrators about the future of the Financial Planning program and to students about the Financial Planning industry. Working for Bluestem Financial Advisors, LLC, Jake has developed and overseen an internship position within the firm for Financial Planning students from the university. His consumer outreach has included leading educational seminars throughout the community, including involvement with the Champaign County Money Smart Week program.
|
|
Kenneth Robinson, JD, CFP®
|
|
|
Kenneth F. Robinson, JD, CFP® has provided fee-only financial guidance to individuals and families for more than 15 years. In addition to owning Practical Financial Planning, Inc., Ken provides keynote speeches and seminars on personal finance through his company Financial Self-Confidence. Prior to entering the field of financial planning Ken worked as a lawyer in private practice, and then as a property/casualty risk manager in local government.
Ken is the author of several books including Don't Make a Budget: Why it's So Hard to Save Money and What to Do About It. He also wrote, produced and directed a critically acclaimed rap music video on dealing with bear markets. A frequent contributor to Cleveland’s Plain Dealer, Ken has been quoted in Money and Kiplinger’s Personal Finance, and his work on financial planning has appeared in the journal Science.
|
|