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Kristen Moosmiller Named To The NAPFA National Board

We are pleased to announce that Kristen Moosmiller was recently named to the national board of the National Association of Personal Financial Advisors (NAPFA). She will begin serving a three-year term in September 2019.


NAPFA National shared the following with their 3,000+ members this week regarding Kristen and her fellow incoming board member: Kristen and Jeff are both successful financial planners with just the right mix of experience, professionalism, vision and service-orientation to help move the association forward. They are committed to NAPFA's mission, and to increasing member engagement and fulfillment. This year gave the Leadership Development Committee a great group of candidates from which to choose. Our decision was an extraordinarily difficult one, and we thank all of the candidates for the time and effort they put forth during the selection process. Congratulations Kristen and Jeff. Well done!

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. The association provides support and education for over 3000 practitioners all over the country and is governed by the NAPFA Board of Directors and supported by our four Region Boards.

NAPFA members live by three important values: - To be the beacon for independent, objective financial advice for individuals and families. - To be the champion of financial services delivered in the public interest. - To be the standard bearer for the emerging profession of financial planning.

Best wishes to Kristen in her important new role!

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