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FWA Leadership

Brooke Morimoto
Senior Director of Member Experience

Brandelynn Perry
Senior Director of Strategic Planning

FWA Team

Elaine Chandler
Events Manager

Emily Gorz
Program Manager

Katie Larson
Manager of Member Experience

Heather Moore
Member Experience Associate

Courtnee Murphy
Marketing Specialist

FWA Member Advisory Board

Lynne Born
Chief Practice Officer at Aspiriant

Andy Busser
CEO at Pitcairn

Jack Ginter
CEO at Callan Family Office

Wende Headley
CEO at Quantum Financial Advisors 

Kelly Maregni
President at Pathstone

Drew McMorrow
President & CEO at Ballentine Partners

John Sleeting
Managing Partner at Clearwater Capital Partners

Founder Emeritus

Thomas R. Livergood
Founder Emeritus


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UPCOMING EVENTS

2025 Alliance Fall Forum: Forward Focus
October 27 - 29

Alliance Connects: Young Professionals
October 27

LATEST LIBRARY

Quarterly Conversations: Optimizing Team Structures
September 10, 2025

Crafting Client Experiences for the Rising Gen
July 16, 2025

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