Management Team
Dale E. Brown, CAE
President & CEO
Dale brings more than 21 years of association management experience to FSI, most recently as the associate executive director of FPA. For IAFP, one of FPA’s predecessor organizations, he led the government relations program and the broker-dealer program, which grew to more than 130 member firms by the time FPA was created in January 2000. Dale also led the successful fight in the mid-1990s against the IRS’s attempts to force broker-dealers to reclassify independent contractor representatives as statutory employees. In both IAFP and FPA, Dale played a critical role in the senior management team and brings broad leadership experience to FSI in his role as President & CEO.
David T. Bellaire, Esq.
General Counsel & Director of Government Affairs
David has more than 18 years of broker-dealer compliance, legal, and operations experience. Most recently, he was vice president of operations and general counsel at Securities Service Network, Inc. He also previously was compliance manager and special investigations attorney with InterSecurities, Inc., assistant director of compliance at Commonwealth Financial Network, Inc. and assistant to the executive director at the Institute of Certified Financial Planners (ICFP). David received a B.S. in business management from Providence College and a JD from the University of Denver College of Law. He holds the series 7, 24, 53, 63, and 65 licenses and admitted to the state bar of Massachusetts and Tennessee.
Julia Grantham
Director of Administration
Julia brings 25 years of association management experience to FSI. She joined IAFP, one of FPA’s predecessor organizations, in 1982 as accountant and reached the position of Director of Administration before leaving the organization in 1996. Julia also worked for the Foundation for Financial Planning before joining FSI in its beginning, January, 2004. In her current role at FSI, Julia is responsible for finance, human resources, data processing, office management and meeting logistics. Julia graduated from the University of Georgia with a Bachelors degree in Business Administration and also received a Bachelors Degree in Accounting from Mercer University, Atlanta.
Jill McKenzie, CAE
Director of Member & Sponsor Relations
Jill directs member recruitment and retention, corporate sponsorships, and conference exhibits. She is also responsible for marketing and agenda development for FSI’s live meetings, database management, and vendor relations. She works closely with Dale Brown, President & CEO, and key volunteers to enhance the value of FSI membership and position the FSI brand. Jill was one of the founding staff members of FSI, joining from the Financial Planning Association, where she was Corporate Relations Manager. Her background also includes 10 years in sales management with a publishing company. She is a graduate of Mary Washington College in Fredericksburg, Virginia with a BA in English.
Kevin Whitehead, CFP®
Director of Broker-Dealer Relations
Kevin Whitehead has more than 18 years of experience working with and for independent broker-dealers and financial advisors. Most recently, he served as the Director of National Accounts for Enterprise Fund Distributors, Inc., an AXA Financial company. He also served Enterprise as Director of College Planning and Director of Marketing.
Kevin received a B.S. in Business Administration from Tennessee Technological University in 1987. He entered the financial services industry in 1991 as a financial advisor and obtained the CFP® designation in 1993.