Board & Mission
Our mission is to advance the financial planning profession and help our members deliver outstanding outcomes for their clients. We are guided by a passionate board of volunteers committed to education, ethics, and community.
Jordan Wright, CFP®, ChFC®, MJur
President
Broadway Wealth Solutions, Inc.
Senior Vice President and Financial Advisor at Broadway Wealth Solutions, Inc. He has worked in the financial services profession since 2016. An Army combat veteran, he brings a clear and decisive perspective to helping clients pursue their financial goals in the Texas Hill Country.
President@fpasatx.org
Patrick Dempsey, CFP®
Partnership Director and Chairman
Dempsey Wealth Management LLC
Owner of Dempsey Wealth Management. He has served the investment and financial planning needs of his clients for more than 25 years.
PastPresident@fpasatx.org
Chris Bordovsky, ChFC®
Treasurer
USAA
Has more than 30 years of experience in human resources and finance, including over 13 years leading teams of professionals. He currently serves as a Senior Learning Consultant at a large financial services company, where he designs and facilitates leadership and professional development courses. He is also a regular participant in the chapter's pro bono activities.
Treasurer@fpasatx.org
Heath C. Jackson, CFP®
Secretary
TruGrowth Consulting
A leader, consultant, and coach with more than 25 years of industry experience. He brings deep expertise in operational leadership, helping organizations modernize processes, apply practical AI, strengthen execution, and build scalable systems.
Secretary@fpasatx.org
Elizabeth Valenti, CLTC, AIF®
Director-At-Large
Platinum Wealth Solutions of Texas, LLC
Senior Vice President of Platinum Wealth Solutions of Texas, LLC. She has worked in the financial services profession since 2006, helping clients and financial advisors pursue their full potential. As co-owner of the firm, she leads the team's growth, management, and talent development efforts.
Director-At-Large@fpasatx.org
Pete Bosse, CFP®
Give Back Director
MFPA Financial Planning
An author, financial coach, and speaker with more than 40 years of leadership and management experience. He helps veterans pursue the retirement life they have worked hard to earn.
Give-Back@fpasatx.org
Monica Cervantes, MSA, BFA™, CDFA®
Marketing Director
PAX Financial Group, LLC
A Financial Advisor and Shareholder at Pax Financial Group. She is focused on delivering strategic, holistic planning during life's most financially significant moments. Her practice emphasizes complex planning needs, including investment strategy, retirement readiness, and divorce financial planning.
Marketing@fpasatx.org
Rolando Sanchez
Education Director
Sanchez Equity Enterprise LLC
Originally from Chicago, Rolando has more than twenty years as an economics professor in higher education before transitioning to a career in financial services. His current financial planning research interests include behavioral finance and financial literacy. Rolando enjoys cooking, traveling, watching movies, and is a diehard Chicago Bears fan. Lastly, Rolando treasures spending quality time with family and friends.
Education@fpasatx.org
Lynn M. Getz
Chapter Executive Director
FPA of San Antonio & South Texas
Lynn Getz, FLMI, AIAA, ACS has been involved in the financial services industry since 1992. During a 21-year tenure as Executive Director for NAIFA San Antonio, she also brings her back-office support to multiple prominent organizations managing the Financial Planning Association (FPA) of San Antonio and South Texas alongside the San Antonio Estate Planners Council (EPC).
execdir@fpasatx.org