For Immediate Release
May 18, 2016
Contact: Jackie Oâ€™Reilly
NAPFA Selects Three Members for National Board of Directors
New Members Hail from Michigan and Virginia
Chicago, IL â€“ The National Association of Personal Financial Advisors (NAPFA) is pleased to announce that Richard (Rich) Feight, CFPÂ®, EA, Â David (Dave) Oâ€™Brien, MBA, AIFÂ®, CFPÂ® and Pamela (Pam) Poldiak, CPA, CFPÂ®, were selected to serve three-year terms on the NAPFA National Board of Directors effective Sept. 1, 2016.
â€œRich, Dave and Pam are committed to the NAPFA mission, and to increasing member engagement and fulfillment,â€ says NAPFA Chair Frank Moore, CFPÂ®, MS. â€œThey are each successful financial planners with just the right mix of experience, professionalism, people skills and service-orientation to help move NAPFA forward. Board service takes a tremendous commitment and weâ€™re grateful to have a membership that year after year steps up to lead this organization.â€
Rich Feight, CFPÂ®, EA of IAM Financial LLC in Grand Rapids, Mich. has been an active NAPFA member since he joined in 2004. He currently serves as the membership director for the Midwest Region Board of Directors. Rich has a degree in finance from Michigan State University, received his Certificate of Financial Planning from the College of Financial Planning in Denver and is an Enrolled Agent with the Internal Revenue Service. Previously, he served as president of the Transportation Toastmasters Club in Lansing, Mich.
Dave Oâ€™Brien MBA, AIFÂ®, CFPÂ® of Evolution Advisers in Midlothian, Va. currently chairs the NAPFA Public Policy Committee, serves on the Long-Range Planning Committee and is a former member of the Compensation Committee. He also promotes transparency and accountability in the financial planning field through his work with the Financial Planning Coalition. Before founding a financial planning firm in 2006, Dave spent 18 years as a consultant for General Electric. He received his BA and MBA from the University of Richmond, his Certificate of Financial Planning from Virginia Commonwealth University and the AIFÂ® designation from the Center for Fiduciary Studies at the University of Pittsburgh.
Pam Poldiak, CPA, CFPÂ® of Partners in Financial Planning in Salem, Va. has been a NAPFA member for more than 16 years. As co-founder of her practice, she focuses on working with physicians, dentists, single women and young couples. Prior to starting Partners in Financial Planning, Pam worked as the financial manager for a physician practice management company. Pam received a BS in Accounting from the University of Virginia and is a CERTIFIED FINANCIAL PLANNERâ„¢ andÂ a Certified Public Accountant.
Rich, Dave and Pam will complete their three-year board terms on Aug. 31, 2019.
If you are interested in speaking with these new members of the NAPFA National Board of Directors, please contact Jackie Oâ€™Reilly, NAPFAâ€™s Marketing and Communications Manager at firstname.lastname@example.org or 847-483-5400 x124.
Â About NAPFA
Since 1983, The National Association of Personal Financial Advisors has provided Fee-Only financial planners across the country with some of the strictest guidelines possible for professional competency, comprehensive financial planning, and Fee-Only compensation. With more than 2,600 members across the country, NAPFA has become the leading professional association in the United States dedicated to the advancement of Fee-Only financial planning. Learn more at www.napfa.org.