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2024-2025 President’s Report
Stories of Impact and Inspiration
Andrew M. Zumwalt
MS, CFP®
Ray Fallen
MBA, CLU®, ChFC®, RICP®, CPCU®
Robert Steen
PhD, MBA, CFP®, RICP®
Cathy R. Sheffield
CAP®, CSPG®, CFRE®
Anna Kareis
APMA®
David F. Pierce
MSFS, MSM, MA, AEP®, CLF®, ChFC®, CLU®, Certified Financial Fiduciary®
Wade D. Pfau
PhD, CFA, RICP®
Natasha M. Webster
PhD, MSHSA, MHA
Dr. James B Vernon
PhD
Martin L. Bretz
CLU®, ChFC®, CASL®, RICP®