Board Of Directors
Interested in learning more about chapter leadership opportunities? Contact our current President.
Mike O'Connor, CWS
President
Clay Selland, CPA
President Elect Secretary/Treasurer
Signet Mortgage
Karen White
Secretary/Treasurer
Longbridge-Financial
Corey Silva, CIMA®
Past President/Director of Programs
BlueRock
Eric M. Flett
Director of Programs
Concentric Wealth Management
Tom Bennett, CFP® CLU® CRPC®
Director of Advocacy
Mary Ballin, CFP®, CDFA®
Director of Pro Bono
Perigon Wealth Management
Hyun Joo Park, ChFC®, CLU, LUTCF
Director of Career Development and Scholarships
Mass Mutual Pacific
Brian Carlson, CIMA®.CFP®
Director of Sponsorship/Partnership
Elizabeth Mintzer. CFP®
Director of NexGen
Rainer Wealth Management
Chad Perbeck, CIMA®, CFP®
Director at Large
Waypoint Wealth Partners
Damien Couture, CFP®, ChFC®
Director at Large
Wealth Enhancement Group®
Denise Tuemmler, CFP®
Director at Large
Protected Investors of America
Liz Cassal
Director at Large
Baron Capital Group
Jason Terhune, CIMA®, CFP®
Director at Large
Capital Advantage
Chapter Administrators
Krysta M. Patterson
Chapter Administrator
FPA of the East Bay
(925) 778-1165
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.