Joni Alt, CFP®, EA a Senior Wealth Advisor at Evermay Wealth Management, has been appointed Chair of the National Association of Personal Financial Advisors (NAPFA), effective September 1, 2024. Having served as Chair-Elect for the 2023-2024 year, Joni's appointment to this prestigious position marks the culmination of her dedicated service to the organization.
With over 30 years of experience in the financial services industry, Joni has consistently demonstrated a deep commitment to helping clients achieve their financial goals. She began her career with Charles Schwab & Co. and later held key roles as a Director of Financial Planning and Advisor at various firms before joining Evermay Wealth Management in 2021. Known for her excellent listening skills and thoughtful recommendations, Joni is passionate about developing comprehensive financial roadmaps tailored to her clients' needs.
Joni’s involvement with NAPFA extends beyond her new role as Chair. She was elected to the NAPFA Board of Directors for the 2021-2024 term, contributing her expertise and leadership to the organization. Additionally, Joni is an active member of the National Association of Enrolled Agents and the Financial Planning Association, further showcasing her dedication to the financial planning profession.
As Chair of NAPFA, Joni Alt will continue to lead the organization in its mission to promote fiduciary standards and provide unbiased, client-centered financial advice.
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