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Board of Directors
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President
Laura Malone, CAP®
American Endowment Foundation (AEF)
Hudson, OH



Vice President
David Taylor, CFP®, CAP®
3 Dimensional Wealth & Advisory, LLC
Locust Valley, NY
   

 

Secretary/Treasurer
Rodney Zeeb, JD, HDP
The Heritage Institute
Appleton, WI
Immediate Past President
Todd Fithian
The Legacy Companies, LLC
Boston, MA



 

Director
Bernard Bostwick
Ambassador Advisors
Lancaster, PA

Director
Marty Dutch
First Foundation Advisors
Irvine, CA

 
  Director
Molly Filbin
The Legacy Companies, LLC
Vancouver, WA
  Director
Andi Kang
Crown Wealth Management
Costa Mesa, CA
       
  Director
Brian Kasal
FourStar Wealth Advisors, LLC
Chicago, IL
Director
Peter Liefer
ValuesQuest
Phoenix, AZ 
       
  Director
Wayne McDaniel
Generous Vision
Lawrence, KS
  Director
Nnamdi Okafor
VSN Management
Hawthorne, CA
       
 
Director
Doug Sterling
Janney Montgomery Scott LLC
New York, NY 
   

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