- Home
- Who We Are
- Board Members
2024 Board of Directors |
.jpg) President Director of New Professionals Katrina Soelter, CFP® Equalis Financial |  Chairperson/ Director of Corporate Relations David Tassone, CFP® Solid Wealth Advisors |
Treasurer Jon Bacon, CFP® EP WealthAdvisors |
Secretary Elliot Rosenberg Rosenberg & Kawabata Law |
President-Elect/ Director of Programs Jonathan Gruber, CFP® Capstone Partners Financial & Insurance Services |
Director of Membership Carl Walsh C2 Financial |
Director of Communications Theresa Pablos Wealth Enhancement Group |
Director of Advocacy Jamie Rugg, CFP® Highline Wealth Partners | .jpg) Director of Public Pro-Bono Amy Born SVB Private |
Director of NexGen Michelle Herd |
.jpg)