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Leadership Council

The NTSA is governed by a Leadership Council. It is responsible for setting the strategic direction and making policy decisions for NTSA. It also establishes NTSA committees. The voting members of the Leadership Council are the President, the President-Elect, the Immediate Past President, and at-large Leadership Council members. Members of the 2018 Leadership Council are listed below.

2018 President

Tamara Indianer, AIF, CFP
New England Regional Vice President and Manager, Lincoln Investment Planning, Inc.

Tamara is a financial representative of Lincoln Investment Planning, Inc. and the Regional Vice President and manager of Lincoln's New England office. She is committed to nurturing the next generation of financial professionals and dedicated to helping individuals with all aspects of financial planning, focusing on non-profits, colleges and the K-12 marketplace. Tamara has spent over 20 years helping people plan their financial future, 16 of which have been with Lincoln Investment.


Kristine J. Coffey, CPC, CPFA
CPE Associates, Ltd., SOUTHWEST, MIDWEST, Albuquerque, NM


Vice President

Jim Kelleher, CPFA
Carruth Compliance Consulting, Tigard, OR


NTSA Executive Director

Brent Neese


At-Large Members

  • Joshua (Josh) R. Decker, EFS Advisors, St. Paul, MN
  • William (Bill) J. Fisher, PenServ PlanServices, Inc., Horsham, PA
  • Thomas (Tom) Granger, CLU, CPC, REBC, CPFA, Security Benefit, Topeka, KS
  • Cynthia Kleymann, Palm Beach Gardens, FL
  • Douglas (Doug) B. Massey, CLU, ChFC, FSS, OFG Financial Services, Inc., San Angelo, TX
  • Richard E. Williams, Williams & Company Financial Services, Grandville, MI
  • Adam W. Pearce, CFP, Immediate Past President, The Legend Group, Tucson, AZ