FPA-OC PAST PRESIDENTS
2010 – Evelyn Zohlen, CFP®
“My year as President allowed me to advance our profession, to serve our community, and to make some terrific friends along the way. During my tenure, the volunteers on our Board and in our chapter created the first-ever Financial Planning Day in Orange County, revolutionized our website to better serve our members and our community (re-launched in April 2011), and took the first steps to organize an FPA of California to advocate with elected and appointed state leaders for all California FPA members and our profession, as a whole. These three notable projects were among the many undertaken by the passionate volunteers of our chapter and we celebrated their impressive accomplishments with our first Volunteer Appreciation Event (a good time was had by all despite the President and President Elect singing karaoke). I’m proud of our good work in 2010 and the fun that we had along the way.”
Evelyn Zohlen, CFP®
714-971-0663
2009 – Dennis Barker
“When I had the privilege to be the President of the Orange County FPA I feel it was one of the most exciting times in the history of our organization. I was able to see young financial professionals get involved and use their technological skills to customize our webpage, simplify our registration process and improve our capabilities to communicate with our members. Our next President Evelyn Zohlen improved the process even beyond what we accomplished. None of this could have happened without the faithful service and hard work performed by the officers and board members who came before me. How true the quote by Isaac Newton, “If I have seen farther than others, it is because I was standing on the shoulders of giants.”
Dr. Dennis K. Barker, CFP®
949-341-0000 x 4100
2008 – Mark Rylance
“It was a great honor to serve as President of the Orange County FPA and to work with such a talented and conscientious board of directors and to represent our dedicated and enthusiastic general membership. It is no accident that the Orange County chapter is viewed as one of the top, if not the top, chapter in the country. I will look back on my time on the board with great satisfaction stemming from the great relationships that I have developed, the lessons I have learned, and the hard work that I and others have put in to further the cause of financial planning. “
Mark Rylance, CFP®
949-428-9696
2007 – David Reagan
“FPA is a window to our developing and highly respected profession. The personal friendships, high quality continuing education and professional growth that result from active involvement in the Orange County association have proven lasting and real benefits. I could not have asked for a better return on the investment.”
David L. Reagan, CFP®, CIMA®
949-223-4020
2006 – Bob Brown
“Board member Lee Jarvis recruited me to an active role on the Planners Resource Day committee when I joined FPA in 2002. He didn't just call me. He invited me out for coffee and engaged me in FPA. Under his guidance, I grew to head the committee and then joined the Board. Presidents Linda Barlow and David Duttenhoffer encouraged me to help them implement their vision for a Community Advisory Council, and we enlisted top local leaders to join the Council and become advocates for FPA. Yaron Brook, CEO of The Ayn Rand Institute, Bill Eldien, President of Ketel One Vodka, John Adams, Superior Court Judge, Mimi Walters, Assemblywoman 73rd District, and Susan Della-Corte, Family Services Coordinator, Camp Pendleton are among those who volunteered their time and energy for the Council. 2006 was the year we changed our name to FPA of Orange County. I am grateful for the personal and profession growth I have experienced because of FPA and humbled by the amazingly talented and kind people I have met because of my involvement.”
Bob Brown, CFP®
949-471-5833
2005 – David Little
"In 2005 we focused on building on the great work previous presidents had done for the still young chapter and solidifying its financial position. The partners program, started the year before by David Duttenhofer, contributed significantly to the chapter’s bottom line for the second year. We also started a chapter golf tournament which was very successful for a few years. It built camaraderie amongst the chapter members, provided sponsors with another opportunity to spend time with members, and contributed to the chapter’s bottom line as well."
David Little, CFP®
714-738-0220
2004 – David Duttenhofer
"2004 was a big transition year to our current Partners Program. Much work was done in 2003 to it. Roger Ibbotson was a featured speaker in November."
David McLain Duttenhofer, CFP®
949-494-6820
2003 – Linda Barlow
“The year of my Presidency was very exciting. We expanded the board from nine to eleven members. We began the Community Council which consisted of many leaders in the community: judges, Presidents of Corporations, etc. That Council met twice a year with the leaders of the FPA and developed programs that benefitted the public. The leaders of the Community were excited about the prospects and initiatives that were begun that year. We had almost the entire board attend Leadership Training, as sponsored by National. Membership grew substantially during that year. We moved our meeting location to Beckman Center, which was a vast improvement over our prior meeting location and probably had much to do with the increased attendance and membership.”
Linda Barlow, CFP®
714-953-1232
2002 – Marjorie Wray
"I was the second president to serve after we merged two organizations in to the Financial Planning Association, so there was still a lot of adjusting going on. It was an excellent opportunity to see how many dedicated volunteers we have in our organization and to get a feel for how the National Organization operates as well. It was on honor to serve as president of the Orange County chapter."
Marjorie Stanford Wray, CFP®
714-964-2700
2001 – Glenn Woody
"2001 was the first year of the combined IAFP and ICFP into the Financial Planning Association (FPA) in Orange County. We has spent the year 2000 working in a joint committee made up of representatives from each organization. We picked the best from each group to form the operational model for the the new FPA Chapter. It is essentially the model we are using in the Chapter today, but with a number of improvements that succeeding Boards have made. The most important thing we did was to decide to do it with all volunteer labor, without paying an Executive Director. That saves the Chapter between $50,000 - $75,000 per year, money that is spent on bringing quality educational programs to the meetings. I am most proud of the volunteer effort that has been devoted to the Chapter over the years and every one of us will tell you that was the single most important factor in our personal growth and in the growth of our practices."
Glenn Woody, CFP®
714-850-0534
