Board Members

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Chain of command order. President is #1. Trustees are 12

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Name
Assigned Chair
Jennifer Stanley, Esq.
President
Taylor B. Kirkhart
Vice President
Rita E. Rolf, CRPS
Past President
David Weber
Treasurer
Eva Boucher
Secretary
Claire Pancerz
Professional Development
Karen Burkholder
Membership Growth
Louis B. Harbour, CFP® CHSA®
Sponsorship
Stephen Snyder
Vanguard
John Hudman
Public Service
Steve D. Neuner
Trustee
Edward Oleksiak
Trustee
Tamela Southan
Trustee
Patricia Pattison
Executive Assistant
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Chain of command order. President is #1. Trustees are 12

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Jennifer Stanley, Esq.

President

Taylor B. Kirkhart

Vice President

Rita E. Rolf, CRPS

Past President

David Weber

Treasurer

Eva Boucher

Secretary

Claire Pancerz

Professional Development

Karen Burkholder

Membership Growth

Louis B. Harbour, CFP® CHSA®

Sponsorship

Stephen Snyder

Vanguard

John Hudman

Public Service

Steve D. Neuner

Trustee

Edward Oleksiak

Trustee

Tamela Southan

Trustee

Patricia Pattison

Executive Assistant

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Jennifer Stanley, Esq.

President

Holmes Murphy & Associates

12712 Park Central Drive, Ste 100

Dallas, TX 75251

979.450.2721

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Rita E. Rolf, CRPS

Past President

TexCap Ins. Services

12404 Park Central Dr, Suite 200N

Dallas, TX 75251

214-466-9720

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Eva Boucher

Secretary

Warner Pacific

101 W. Renner Rd., Ste 330

Richardson, TX 75082

214-674-3570

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Karen Burkholder

Membership Growth

Karen Burkholder Insurance Agency, LLC

2435 N Central Expw 12th Floor

Richardson, Texas 75080

469-425-3220

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Stephen Snyder

Vanguard

The Snyder Benefits Firm, LLC

270-823-2187

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Steve D. Neuner

Trustee

Crux Business Group, LLC

4712 Breckinridge Blvd.

Richardson, TX, 75082

972-744-0404

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Tamela Southan

Trustee

Benefit Solutions by Design

101 W. Renner Rd., Ste 330

Richardson, TX 75082

(214) 576-0045

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Taylor B. Kirkhart

Vice President

Marsh & McLennan Agency

8144 Walnut Hill Lane

Dallas, TX 75231

972-770-7176

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David Weber

Treasurer

Uniplan Financial Services, Inc

14901 Quorum Dr., Suite 465

Dallas, TX 75254

(972) 991-8814

View Bio

Claire Pancerz

Professional Development

Holmes Murphy & Associates

12712 Park Central Drive

Dallas

(214) 706-5463

View Bio

Louis B. Harbour, CFP® CHSA®

Sponsorship

PM Squared Financial

.

.

.

View Bio

John Hudman

Public Service

A Benefit Source

18708 Redstone Circle

Dallas, TX 75252

214-710-4625

View Bio

Edward Oleksiak

Trustee

Holmes Murphy & Associates

12712 Park Central Drive

DALLAS TX 75251

2142656328

View Bio

Patricia Pattison

Executive Assistant

DAHU

PO Box 33372

Fort Worth, Texas 76162

817-370-8942

View Bio