April 
President's Message
Hello Everyone,
I hope everyone is enjoying the start of spring! If you had the chance to get away for spring break, I hope it was refreshing and fun. Now, we can all look forward to the finish line of tax season. Brighter days are just around the corner!
This month, the board would like to express our sincere appreciation for the continued support of our 14 external partners and 11 patron partners. We are grateful for the long-standing relationships we’ve built over the years, as well as the opportunity to welcome several new partners into our community.
We are committed to honoring the trust and enthusiasm our partners have placed in our chapter. Alongside our monthly meetings, additional programming, and our annual symposium in September, we aim to bring even greater connection, fresh ideas, and meaningful value to everything we offer this year.
I look forward to seeing you on April 16th at The Fed as we welcome PIMCO.
All the best,
Isabella Blount, CPA , CFP®
Financial Advisor
Chapter Meeting
April 16 Chapter Meeting: The PIMCO Advisor Playbook
Russ will present PIMCO’s Advisor Playbook, focusing on today’s market outlook and key fixed income themes. The session will reinforce the role of active fixed income in the current environment, address major industry trends across both active and passive management, and share PIMCO’s macro outlook. Russ will also provide a recap of current relative value opportunities.
Learning Objectives
By attending this session, participants will learn:
- Reinforcing the role of active fixed income in today's environment.
- Addressing key industry trends with active and passive management.
- Sharing PIMCO's macro outlook and recap of relative value opportunities.
Speakers:
Russell Olson
Vice President, Solutions Strategist, PIMCO
Mr. Olson is a Vice President and Product Strategist in PIMCO’s Newport Beach office, where he focuses on multi-asset strategies and customized portfolio analysis for institutional and global wealth clients. Prior to joining PIMCO in 2018, he was a Senior Analyst at J.P. Morgan, partnering with bankers, investment specialists, lending advisors, and estate experts to deliver investment and wealth management solutions. He has 11 years of investment experience, holds a bachelor’s degree in economics from Davidson College, and is a CFA charterholder.
Nick Kleinhenz
Vice President, Account Manager, PIMCO
Mr. Kleinhenz is a vice president and regional account manager on the global wealth management team, covering the Alabama and Tennessee markets. Previously, he was the south division regional head on the internal sales desk in the New York office. Prior to joining PIMCO in 2011, he worked as an internal sales consultant at Allianz Global Investors. He has 19 years of investment experience and holds an MBA from Kellogg School of Management at Northwestern University and an undergraduate degree from John Carroll University. He holds the Chartered Alternative Investment Analyst (CAIA) designation.
Sean Brock
Business Development Account Manager, PIMCO
Mr. Brock is an account manager on the U.S. global wealth management team. Based in Birmingham, Alabama, he covers financial advisors and broker-dealers within the state. He joined PIMCO in 2022 as an account analyst covering Georgia and South Carolina. He holds an undergraduate degree in finance from the University of Georgia. He is a CFA charter holder.
1 CFP® CE
Unless otherwise specified, all meetings are on the 3rd Thursday
Time: 11:30 AM – 1:00 PM
Location: Federal Reserve Bank, 524 Liberty Parkway
Directions and parking information here
Format: Eat together in a gourmet style cafeteria until 11:55, then move to conference room for presentation. Food is not allowed in conference rooms. Please RSVP and arrive on time to enjoy lunch and the speaker.
Registration: $15 members, (see below for Guest Policy)
$160 - 2026 Season Ticket, covers all regular chapter meetings
RSVP: by the Friday before the meeting.
Register NowCalendar of Events
2026 FPA Meetings & Events
Apr 16 April FPA Chapter Meeting at the Federal Reserve "The Pimco Advisor Playbook" with presenters Russell Olson, Nick Kleinhenz & Sean Brock
May 13 Member Appreciation Social in the Baron's Suite
Aug 20 August FPA Chapter Meeting at the Federal Reserve
Sept 16 Sept 16 Pre Symposium Happy Hour at The Foxhole at The Fennec
Sept 17 Sept 17 Symposium at The Fennec
Oct 15 October FPA Chapter Meeting at the Federal Reserve
Nov 19 November FPA Chapter Meeting at the Federal Reserve
Symposium
We’re heading back to The Fennec on September 17, 2026, for our annual symposium—early-bird registration is now open!
Early bird rates apply before August 21
Pre Sympoisum Social
September 16th
Foxhole at the Fennec 5:00 PM – 7:00 PM
Drinks and Hors d'oeuvres to kick off the Symposium!
Parking instructions: Please refer to the map below for parking available in side lot and Valet parking.
Partnership
Become a Corporate Partner
OUR VISION FOR OUR PARTNERS
To develop a long term, professional and mutually profitable relationship with our sponsor partners and to create an excellent working relationship between our members and partners.
The Financial Planning Association is one of the largest, most active, and most sophisticated financial advisor groups in the country with over 17,000 members (over 70% are CFP® professionals!) and nearly 77 active local chapters. The FPA North Alabama is widely recognized as a leader in the financial planning community and one of the most successful chapters in the country.
Our chapter is a past recipient of Outstanding Achievement Awards in the categories of Advocacy, Financial Literacy, and Partnering with Like-Minded Organizations.
Our members include financial planners, broker dealers, insurance professionals, attorneys, CPAs, investment specialists as well as banking and thrift professionals.
The chapter’s 170+ members are a dynamic, vibrant audience. Members collectively manage substantial investment assets on behalf of clients. Many FPA members are nationally known and active within leading professional groups and societies. FPA North Alabama members have a wide range of industry experience ranging from seasoned forty or more years to novice first year planners.
PARTNER BENEFITS
RECOGNITION
Visibility as an FPA North Alabama partner throughout the year at all FPANA events, in all newsletters, as well as on our website.
EXPOSURE
You are welcomed to our chapter events and will be introduced to our membership on a consistent basis. The financial professionals you’ll meet through the FPANA Chapter can help you build long-term business relationships.
EXHIBIT TABLE
Members are continually looking for information on new products and services to meet their clients’ needs. Platinum and Gold level partners can display their materials at our monthly chapter meetings to a targeted audience.
OPPORTUNITIES
You have the opportunity to meet and share your message with attendees at the chapter meetings, partner event, and annual symposium. It’s an excellent time to collect business cards for follow-up marketing.
EXHIBITOR SPACE
Exhibitor space is provided at our annual FPA of North Alabama Symposium.