Allied Professionals


Annette Brinton, CFP®, CPA & Daniel Lee,  CFA, CFP®

Committee Purpose:

Coordinate with other organizations to provide broader mix of educational and social meetings. Provide opportunities for our members to network with pertinent professionals but directly outside that of financial planning. Help increase our chapter meeting attendance.

Goals for the Year:

Coordinate one or two mixers. Attend Financial Services Alliance meetings (

Volunteer Opportunities:

None at the moment