Board of Directors


President

Mackenzie Richards, CFP®

Mac is a financial planner with SK Wealth Management, LLC, which provides The Integrated Financial AdvantageTM, a disciplined, proactive and consistent approach to providing clarity and order to your finances.


Chairperson

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.


President-Elect/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.


Treasurer/Nex-Gen Committee Chair

Greg Young, CFP®, EA

Greg is the Principal of Ahead Full Wealth Management, LLC in North Kingstown, RI. He provides a family-office style of financial life planning maximizing wealth and fulfillment. 


Secretary

Heather Kendra, CFP®, CRPC®

Heather is an advisor with Gratitude Financial Group a franchise of Ameriprise Financial, LLC.  She believes in the importance of financial planning to help achieve your goals. Her mission is for people to leave her office better than when they came in – greater peace of mind through financial planning.



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.


Director at Large

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.



Pro Bono Committee Chair/Digital 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.


Programming & Partnerships 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.


Member Engagement Chair

Jane McAuliffe, CDFA®

Jane is a Partner and Fee-Based Investment Advisor with Axis Advisors located in East Providence, RI. Additionally she is also the Founder + CEO of Collaborative Divorce Strategies, a Divorce Financial Planning and Mediation firm located in East Greenwich and East Providence. She holds the CDFA® certification (Certified Divorce Financial Analyst) and is a trained mediator; specializing in helping individuals and couples negotiate an equitable settlement throughout divorce.


Chapter Executive (non-voting member)

Jean Nagle, AAI, AIS, ACSR

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