Robert Paylor and BOD2024 Scholarship winners
(925) 778-1165 eastbayfpa@gmail.com

Board Of Directors

Interested in learning more about chapter leadership opportunities? Contact our current President.

Mike O'Connor, CWS

Mike O'Connor, CWS

President

Clay Selland, CPA

Clay Selland, CPA

President Elect Secretary/Treasurer

Signet Mortgage

Karen White

Karen White

Secretary/Treasurer

Longbridge-Financial

Corey Silva, CIMA®

Corey Silva, CIMA®

Past President/Director of Programs

BlueRock

Eric M. Flett

Eric M. Flett

Director of Programs

Concentric Wealth Management

Tom Bennett, CFP®  CLU® CRPC®

Tom Bennett, CFP® CLU® CRPC®

Director of Advocacy

Mary Ballin, CFP®, CDFA®

Mary Ballin, CFP®, CDFA®

Director of Pro Bono

Perigon Wealth Management

Hyun Joo Park, ChFC®, CLU, LUTCF

Hyun Joo Park, ChFC®, CLU, LUTCF

Director of Career Development and Scholarships

Mass Mutual Pacific

Brian Carlson, CIMA®.CFP®

Brian Carlson, CIMA®.CFP®

Director of Sponsorship/Partnership

Elizabeth Mintzer. CFP®

Elizabeth Mintzer. CFP®

Director of NexGen

Rainer Wealth Management

Chad Perbeck, CIMA®, CFP®

Chad Perbeck, CIMA®, CFP®

Director at Large

Waypoint Wealth Partners

Damien Couture, CFP®, ChFC®

Damien Couture, CFP®, ChFC®

Director at Large

Wealth Enhancement Group®

Denise Tuemmler, CFP®

Denise Tuemmler, CFP®

Director at Large

Protected Investors of America

Liz Cassal

Liz Cassal

Director at Large

Baron Capital Group

Jason Terhune, CIMA®, CFP®

Jason Terhune, CIMA®, CFP®

Director at Large

Capital Advantage

Chapter Administrators

Krysta M. Patterson

Krysta M. Patterson

Chapter Administrator

FPA of the East Bay
(925) 778-1165

Wade Rodrigues

Wade Rodrigues

Chapter Administrator

FPA of the East Bay
(925) 778-1165

Curious about what it’s like to be on our Board? Come shadow a board meeting, which take place for about an hour after our monthly chapter meetings. To learn more about opportunities to join the board, or to attend a Board meeting as a guest, please contact our Current President.