Board Of Directors


2020 President

Alise Kraus, CFP®
Mercer Advisors
(877) 494-5123

2020 Presiden Elect

Secretary & Treasurer
Amanda Keith
Retirement Funding Solutions

(415) 747-5668

Past President/Chairperson
Thomas Howard, CFP®, MBA
ZRC Wealth Management
(925) 962-5600

Teresa Riccobuono
Public Relations Director
Teresa Riccobuono
Simply Organized
(510) 381-8046
Megan Rouse
Co-Program Director
Megan Rouse, CFP®
Megan Rouse Financial Planning
(925) 999-8293

Co-Program Director
Eric M. Flett
Concentric Wealth Management
(925) 962-1100

Career Development and Scholarship Director
Hyun Joo Park, ChFC, CLU, LUTCF
Mass Mutual Pacific
(925) 949-7413

Sponsorship Director
Chad Perbeck
Litman Gregory
(925) 253-5245

Co-Advocacy Director
Thomas Howard, CFP®, MBA
ZRC Wealth Management
(925) 962-5600

Co-Advocacy Director
Tom Bennett, CFP®, CLU®, CRPC®
UBIS LLC/Union Bank
(707) 980-1506


Co-Membership Director
Corey Silva
MFS Investment Management
(415) 676-7801

Co-Membership Director
Mike Whitney
Russell Investments

(303) 618-4044

Co-Community Outreach/Pro-Bono Director
Clay Selland, CPA
Signet Mortgage
(925) 807-1500 ext. 303

Co-Community Outreach/Pro-Bono Director
Craig Kirkpatrick
Orinda Funds
(925) 253-1300


Director at Large
Damien Couture, CFP®
Walnut Creek Wealth Management
(925) 280-1800 ext. 101

Director at Large (NORCAL Conference)
Denise Tuemmler, CFP ®, MBA
Protected Investors of America
(925) 746-7707

Not Members of the Board of Directors But of Service to the Board


Chapter Executive
Krysta M. Patterson
FPA of the East Bay
(925) 778-1165
FUS

Chapter Executive
Wade Rodrigues
FPA of the East Bay
(925) 778-1165