NCEF Board of Trustees

The NCEF Board of Trustees drives our mission of promoting consumer financial education through pro-bono financial advice. Trustees serve a two-year term. The Board typically meets monthly by phone to discuss the direction of the Foundation and determine priorities. Trustees also serve on a committee of their choice.

View the NCEF Board of Trustees Application.

Executive Committee

President
Michael Joyce, CFA®, CFP®
Agili

Michael is founder and President of JoycePayne Partners. As such, he is responsible for overall investment strategy, management of investment portfolios and financial counseling services. Michael received a B.S. degree in finance from Pennsylvania State University and an MBA from Drexel University. He is also a Chartered Financial Analyst. Michael is former chair of the NAPFA National Board of Directors, current and past president of the NCEF, and former vice-chairman of the Board of Directors of the Virginia Small Business Financing Authority. He is the treasurer of the Benedictine Education Foundation, serves on the Board of Advisors for the VCU School of Business, and has been on the NCEF Board since 2005.

Vice President
Danielle Seurkamp, MS, MPAS®, FBS®, CFP®
Well Spent Wealth Planning

Danielle is the Principal and Founder of Well Spent Wealth Planning in Cincinnati, Ohio. She advises and supports individuals and families at all stages of life. Her passion is to help people achieve and enjoy financial success by making the best use of their financial and non-financial resources. She has a Master’s Degree in Financial Planning and maintains three professional certifications as a CERTIFIED FINANCIAL PLANNER, a Master Planner Advanced Studies®, and a Certified Financial Behavioral Specialist®.

Danielle has volunteered for NAPFA/Kiplinger Maximize Your Money Days and founded a financial wellness program for Cincinnati’s Center for Respite Care to help people reestablish financial security and transition out of homelessness.

Secretary / Treasurer
Jamie Milne, CFP®
Milne Financial Planning

Jaime started Milne Financial Planning and became a NAPFA member in 1996 after working as a MassMutual agent and in banking. As a “happy and solo” practitioner, Jamie has three offices in Vermont: South Burlington, Barre and St. Johnsbury. Jamie is currently Secretary/Treasurer of the NCEF. He also served on the NAPFA National Board of Directors from 2002-2005, and as chair of the NAPFA National Board of Directors in 2004. In addition to his services with NAPFA and the NCEF, Jamie serves as treasurer of the Thaddeus Stevens School in Lyndonville, Vermont, as well as secretary of the St. Johnsbury Rotary Club.

Director
Amy Irvine, CFP®
Rooted Planning Group

Amy Irvine, CFP® is the Founder/Owner of Rooted Planning Group. Amy has had varied experiences in her financial career and successfully transitioned to opening her own firm, the Rooted Planning Group in 2016. She currently serves as a Director on the NAPFA Board of Directors. the Finance Committee for Fund for Women of the Southern Tier, the Endowment Committee for ART's Council of the Southern Finger Lakes, and the Corning-Painted Post Historical Society and has previously served on the board for Faith-in-Action Steuben County, the and on the Human Ecology Committee for Cornell Cooperative Extension. Amy has volunteered as a pro-bono advisor under NCEF's Building Homes for Heroes partnership.

Amy remains dedicated to having more diversity in the profession empowered through education as evidenced by her involvement with the NAPFA Education Committee and previous tenure with the XYPN Diversity Committee. She believes Leadership isn't about one action or one person, but “how a group of individuals can collaborate to grow.”

Director
Dr. Kristy Archuleta, PhD
University of Georgia

Dr. Kristy Archuleta is an Associate Professor in one of the nation’s premier financial planning programs at the University of Georgia and a Licensed Marriage and Family Therapist. Prior to joining the faculty at UGA in August 2018, she was an Associate Professor and Program Director of the Personal Financial Planning program at Kansas State University. Her research and teaching interests relate to financial therapy, couples and money, and effective mechanisms to improve financial and overall well-being. She is a co-founding board member and Past-President of the Financial Therapy Association, current Editor-in-Chief of the Journal of Financial Therapy, and has co-edited two books: Financial Planning and Scales and Financial Therapy: Theory, Theory, Research, and Practice. Dr. Archuleta also serves as a Director and the Consumer Representative on the NAPFA Board of Directors

Trustees

Jeff Dvorak, CFP®, CPWA®
4D Financial Advisors, LLC

Jeff is the founder of 4D Financial Advisors, LLC and has been an active NAPFA member since 2012. He previously served on NAPFA's Midwest Board of Directors and joined the NCEF Board of Trustees in 2019. Jeff received a B.S. degree in finance from the University of Illinois at Champaign-Urbana and has been a fee-only financial planner for over 12 years.

Margery Schiller, CFP®
M K Schiller Consulting

Marge Schiller has been a NAPFA member since 1991. She has conducted business as a fee-only financial advisor at M K Schiller Consulting for 30+ years. She also spent 27 years as Financial Planning Manager for Goar, Endriss and Walker, a local CPA firm, retiring from there in 2017. She began her career in adult consumer education and taught college in this field as well. She has authored several textbooks and consumer education guides for CT and VT students.

Tom Bradley
Charles Schwab & Co., Inc,

Tom Bradley oversees the ASG segment of Schwab’s advisor business, which provides custodial support services customized to independent Registered Investment Advisors with AUM of $300+ million He is responsible for the TD Ameritrade Advisor Services custody business as well as the integration of that business into Schwab. Tom spent three decades at TD Ameritrade, mostly in the service of independent advisors,. He served as president of TD Ameritrade’s Institutional business for 12 years prior to becoming president of the firm’s Retail Distribution unit. Tom is a graduate of the University of Richmond’s Robins School of Business.

Susan Hodges Strasbaugh, CFP®, EA
Buckingham Strategic Wealth

Susan is a Wealth Advisor with Buckingham Strategic Wealth. Prior to merging her firm with Buckingham in 2018, Susan was the CEO of Strasbaugh Financial Advisory, Inc., a fee-only financial and investment advisory firm she founded in 1998. Susan graduated from the University of Southern California with a Bachelor’s in Business Administration. She previously served on NAPFA’s Women’s Initiative Committee, with the goal of bringing more women into the financial services profession.

Susan has also been recognized as a Woman of Influence by the Colorado Springs Business Journal, and currently serves on the Board of Directors for Care & Share, the food bank for Southern Colorado.

Executive Committee
	President Michael Joyce, CFA®, CFP® Agili Michael is founder and President of JoycePayne Partners. As such, he is responsible for overall investment strategy, management of investment portfolios and financial counseling services. Michael received a B.S. degree in finance from Pennsylvania State University and an MBA from Drexel University. He is also a Chartered Financial Analyst. Michael is former chair of the NAPFA National Board of Directors, current and past president of the NCEF, and former vice-chairman of the Board of Directors of the Virginia Small Business Financing Authority. He is the treasurer of the Benedictine Education Foundation, serves on the Board of Advisors for the VCU School of Business, and has been on the NCEF Board since 2005.
	Vice President Danielle Seurkamp, MS, MPAS®, FBS®, CFP® Well Spent Wealth Planning Danielle is the Principal and Founder of Well Spent Wealth Planning in Cincinnati, Ohio. She advises and supports individuals and families at all stages of life. Her passion is to help people achieve and enjoy financial success by making the best use of their financial and non-financial resources. She has a Master’s Degree in Financial Planning and maintains three professional certifications as a CERTIFIED FINANCIAL PLANNER, a Master Planner Advanced Studies®, and a Certified Financial Behavioral Specialist®. Danielle has volunteered for NAPFA/Kiplinger Maximize Your Money Days and founded a financial wellness program for Cincinnati’s Center for Respite Care to help people reestablish financial security and transition out of homelessness.
	Secretary / Treasurer Jamie Milne, CFP® Milne Financial Planning Jaime started Milne Financial Planning and became a NAPFA member in 1996 after working as a MassMutual agent and in banking. As a “happy and solo” practitioner, Jamie has three offices in Vermont: South Burlington, Barre and St. Johnsbury. Jamie is currently Secretary/Treasurer of the NCEF. He also served on the NAPFA National Board of Directors from 2002-2005, and as chair of the NAPFA National Board of Directors in 2004. In addition to his services with NAPFA and the NCEF, Jamie serves as treasurer of the Thaddeus Stevens School in Lyndonville, Vermont, as well as secretary of the St. Johnsbury Rotary Club.
	Director Amy Irvine, CFP® Rooted Planning Group Amy Irvine, CFP® is the Founder/Owner of Rooted Planning Group. Amy has had varied experiences in her financial career and successfully transitioned to opening her own firm, the Rooted Planning Group in 2016. She currently serves as a Director on the NAPFA Board of Directors. the Finance Committee for Fund for Women of the Southern Tier, the Endowment Committee for ART's Council of the Southern Finger Lakes, and the Corning-Painted Post Historical Society and has previously served on the board for Faith-in-Action Steuben County, the and on the Human Ecology Committee for Cornell Cooperative Extension. Amy has volunteered as a pro-bono advisor under NCEF's Building Homes for Heroes partnership. Amy remains dedicated to having more diversity in the profession empowered through education as evidenced by her involvement with the NAPFA Education Committee and previous tenure with the XYPN Diversity Committee. She believes Leadership isn't about one action or one person, but “how a group of individuals can collaborate to grow.”
	Director Dr. Kristy Archuleta, PhD University of Georgia Dr. Kristy Archuleta is an Associate Professor in one of the nation’s premier financial planning programs at the University of Georgia and a Licensed Marriage and Family Therapist. Prior to joining the faculty at UGA in August 2018, she was an Associate Professor and Program Director of the Personal Financial Planning program at Kansas State University. Her research and teaching interests relate to financial therapy, couples and money, and effective mechanisms to improve financial and overall well-being. She is a co-founding board member and Past-President of the Financial Therapy Association, current Editor-in-Chief of the Journal of Financial Therapy, and has co-edited two books: Financial Planning and Scales and Financial Therapy: Theory, Theory, Research, and Practice. Dr. Archuleta also serves as a Director and the Consumer Representative on the NAPFA Board of Directors
Trustees
	Jeff Dvorak, CFP®, CPWA® 4D Financial Advisors, LLC Jeff is the founder of 4D Financial Advisors, LLC and has been an active NAPFA member since 2012. He previously served on NAPFA's Midwest Board of Directors and joined the NCEF Board of Trustees in 2019. Jeff received a B.S. degree in finance from the University of Illinois at Champaign-Urbana and has been a fee-only financial planner for over 12 years.
	Margery Schiller, CFP® M K Schiller Consulting Marge Schiller has been a NAPFA member since 1991. She has conducted business as a fee-only financial advisor at M K Schiller Consulting for 30+ years. She also spent 27 years as Financial Planning Manager for Goar, Endriss and Walker, a local CPA firm, retiring from there in 2017. She began her career in adult consumer education and taught college in this field as well. She has authored several textbooks and consumer education guides for CT and VT students.
	Tom Bradley Charles Schwab & Co., Inc, Tom Bradley oversees the ASG segment of Schwab’s advisor business, which provides custodial support services customized to independent Registered Investment Advisors with AUM of $300+ million He is responsible for the TD Ameritrade Advisor Services custody business as well as the integration of that business into Schwab. Tom spent three decades at TD Ameritrade, mostly in the service of independent advisors,. He served as president of TD Ameritrade’s Institutional business for 12 years prior to becoming president of the firm’s Retail Distribution unit. Tom is a graduate of the University of Richmond’s Robins School of Business.
	Susan Hodges Strasbaugh, CFP®, EA Buckingham Strategic Wealth Susan is a Wealth Advisor with Buckingham Strategic Wealth. Prior to merging her firm with Buckingham in 2018, Susan was the CEO of Strasbaugh Financial Advisory, Inc., a fee-only financial and investment advisory firm she founded in 1998. Susan graduated from the University of Southern California with a Bachelor’s in Business Administration. She previously served on NAPFA’s Women’s Initiative Committee, with the goal of bringing more women into the financial services profession. Susan has also been recognized as a Woman of Influence by the Colorado Springs Business Journal, and currently serves on the Board of Directors for Care & Share, the food bank for Southern Colorado.

NCEF Board of Trustees

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