Basil and Davis bring years of experience to the board. Basil, who joined ACP in 2010, opened Basil Financial Group in 2011 in Chicago, Ill. She has 29 years of board experience with other organizations and has held numerous leadership roles within ACP.
“I am honored to have been elected to the ACP Board,” Basil said. “I look forward to working with the Board on our current initiatives and to help identify goals for our organization that will not only help our current members but will also attract new members.”
Davis, owner of Davis Financial Planning in Asheville, N.C., joined ACP in 2010. He credits the organization with helping him to build a strong and successful firm quickly. He has personally benefitted from the training and community at ACP. He is excited to bring the perspective of a young, but growing firm to the board leadership.
“I am excited to have been chosen by my peers to represent one of the premier fee-only financial planning organizations in the country,” Davis said. “I hope to help the Alliance of Comprehensive Planners grow and prosper during my tenure on the Board of Directors.”
To schedule an interview about the new state of ACP and its newly elected leaders, contact JJ Knight at 910.7691569 or at firstname.lastname@example.org. Visit acplanners.org for more information about ACP.
Alliance of Comprehensive Planners (formerly the Alliance of Cambridge Advisors) is a community of fee-only financial planners trained in the ACP System™. ACP members manage clients’ whole financial picture, from estate planning to taxes. Our members pride themselves on being the best in the business, providing the highest quality service while also developing meaningful relationships with their clients. For more information, visit http://acplanners.org.