2012 Event Sponsors

Plantinum Sponsors



Event Sponsors








Conference Chair

Conference Chair

Frances A. McMorris
Frances A. McMorris
Editor-in-Chief
On Wall Street

Featured Speakers

Eleanor Blayney, CFP
Eleanor Blayney, CFP
CFP Board Consumer Advocate
CFP Board
Janet Briaud
Janet Briaud
CFP, President and Chief Investment Officer
Briaud Financial Advisors
Kelli Cruz
Kelli Cruz
Founder & Managing Director
Cruz Consulting Group
Joy Kirsch, CFP
Joy Kirsch, CFP
CEO of Life Changing Events
Kirsch & Associates
Kelly Rigas
Kelly Rigas
Managing Director
KR Wealth Management Group
Deena Katz, CFP, LHD
Deena Katz, CFP, LHD
Associate Professor
Texas Tech University, Department of Personal Financial Planning
Hillary Higgins
Hillary Higgins
Wealth Strategist
KR Wealth Management Group
Marilyn Mohrman-Gillis
Marilyn Mohrman-Gillis
Managing Director, Public Policy and Communications
CFP Board
Marie Moore
Marie Moore
CPM, Executive Director and Financial Advisor
The Moore Group at Morgan Stanley
Kristin North
Kristin North
Strategic Relationship Manager
TD Ameritrade Institutional
Natalie Briaud Pine
Natalie Briaud Pine
CFP, Chief Operating Officer
Briaud Financial Advisors
Karla DAlleva Valas
Karla DAlleva Valas
Managing Director, Complex Asset Group
Fidelity Charitable