What changed

Elected to CFP Board board for term beginning 2027-01-01; regional director and senior wealth adviser at Apella Wealth.

Reported / discovered

Oct 2, 2026

Effective

Jan 1, 2027

New role

Board Member

Previous role

Not reported

Market

Not reported

Reported book

Not disclosed

Reported team size

Not disclosed

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

2 observations consolidated into one event.