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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® |
| Career Development Committee Chair Mara Derderian, CFP® |
| 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. |
