Board of Directors


President

Jason Siperstein, CFA, CFP®

Jason is the President of Eliot Rose Wealth Management. His firm focuses on providing direction, clarity, and peace of mind to clients transitioning into retirement.


Chairperson

Donna Sowa Allard, CFP®, AIF®

Donna is Executive Vice President at Sowa Financial Group, Inc in Lincoln, RI and co-host of the MoneyTalk Radio Show on AM790.  She uses education and compassion to help her Gen X and Baby Boomer clients as they prepare for, and transition into retirement.


President-Elect, NexGen Committee Chair

Mackenzie Richards, CFP®

Mac is a Senior Financial Consultant with BankRI Investment Services. He and his team cut through the complexity as they guide their clients towards a work-optional lifestyle.


Secretary/Treasurer

Nick Loring, CFP®, CIMA®

Nick is the Principal of Loring Advisory Group in Smithfield, RI.  Loring Advisory Group prides itself on it’s holistic, client-centric approach to wealth management, and it’s mission is to provide Financial Advice for Life®.


Advocacy Committee Chair

Steve Johnson, CFP®

Steve is a past president of our chapter and FPA of Silicon Valley, was the founding president of FPA of California, and has served on the FPA national board of directors.


Career Development Committee Chair

Mara Derderian, CFP®

Mara is the Director of the CFP undergraduate program at Bryant University. She has been a member of the finance department for over ten years teaching a variety of courses. Previously, she was a VP at both Citi Private Bank and HSBC Bank USA.


Digital Committee Chair

Colin Murray, CFP®, CLU®

Colin owns Murray Wealth Strategies.  He partners with local P&C insurance agencies and guides their clients through the critical financial events in their life.


Pro Bono Committee Chair

Nathan Beauvais, CFP®

Nathan is a Financial Planner at Sowa Financial Group. He also co-hosts the MoneyTalk radio show which airs weeknights from 5-6pm on 790am.


Chapter Executive (non-voting member)

Jean Nagle, AAI, AIS, ACSR


Programming & Partnerships Committee Chair

Jason Archambault, CFP®, CPA/PFS

Jason Archambault is the Managing Member of SK Wealth Management, LLC, which provides The Integrated Financial AdvantageTM, a disciplined, proactive and consistent approach to providing clarity and order to your finances.

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