John Einberger, CFP®
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.
Al Davis, CFP®, EA
President-Elect
I have been involved in many leadership positions within the Asheville community. I have been a member of the board of directors of the UNC Asheville Foundation serving as the chair of the audit committee. I was a member of board of directors and on the executive committee of The Health Adventure science museum. I was a long-time member of the Kiwanis Club of Asheville also serving on the board of directors. I was the Treasurer and a board member of theAsheville Parks and Greenways Foundation. I am currently on the board of directors of the Land of the Sky Estate Planning Council.
During my banking career, I was a small business banker and 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.
I started Davis Financial Planning in 2010. I am a CFP® and an EA.
Mary Alpers, EA, MBA, CFP®
Secretary Treasurer
Mary Alpers, EA, MBA, CFP®, founded Alpers Financial Planning in Colorado Springs, Colorado, in 2004. A former productivity analyst for Hughes Aircraft and SYVA/SYNTEX, she earned her Enrolled Agent designation in 1994 and established a successful tax preparation business thatshe merged with Alpers Financial Planning in 2005. Mary regularly writes and speaks on financial topics and has been quoted in numerous financial articles. She has been an ACP member since 2004.
Ross Schmidt
Ross Schmidt is the owner of Aspen Wealth Planners, LLC with offices in San Francisco and Denver. Before opening his fee-only financial planning practice in 2001, Ross spent twenty years in sales and sales management in the high-tech industry. Ross graduated from the U.S. Naval Academy and flew F-4 fighter aircraft in the Marine Corps. He has been an ACP member since 2001.
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 our 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.
Lois Basil, CFP®
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 providing accounting services to small businesses, not for profit organizations and individuals. Lois is a CFP ® and a member of NAPFA and FPA.
Troy Thompson, JD, CFP®
Past President
Troy Thompson, JD, CFP®, is the founder of Thompson Advisory Services, with offices in San Francisco and Portland. Before opening his fee-only financial planning practice in 2008, Troy carried on a successful law practice with two global law firms. He has been a trusted advisor and counselor to clients in business, finance, and government for over ten years. Troy earned his bachelor's degree in American history from Cornell University and his law degree from Harvard Law School. He has been an ACP member since 2008.