Report by Nominating Committee Liaison, Susan Cappa
Recently the IARFC recruited candidates for 3 open positions on their Board of Directors. The election process permitted any member of the Association to volunteer or a member could nominate another member for service. This year we had an unprecedented number of very high caliber candidates for the 3 positions.
Each candidate went through a vetting process and all qualified for nomination based on their qualifications, continuing education and continuous good service to their clients. The current Board of Directors then voted from the slate of candidates. The results:
- Jon Rogers of Rogers Financial Group LLC, Greenville, SC (reelected)
- Isabel Cooper of Edelman Financial Services, Ashburn, VA (reelected)
- Mayo Woodward, Ameriprise Financial Services, Inc, Birmingham, AL
As the newest member of the Board, Mayo Woodward stated: “I am thrilled to be part of such a great organization where the focus is on ethics and treating clients with the utmost respect. Being on the Board gives me the chance to continue to drive the mission of the IARFC and share it with others.”
The newly elected directors will be attending the Annual Board Meeting and taking part in the Semi-Finals judging of the National Financial Plan Competition at corporate headquarters in Middletown, OH next March. The next year will be an extremely important time for the IARFC as it goes through a complex and lengthy process of third party scrutiny. The Board will be instrumental in fulfilling this goal of accreditation.
