Board Of Directors


2018 President
Thomas Bennett, CFP®, CLU®, CRPC®
UBIS LLC/Union Bank
(707) 980-1506

2018 Presiden Elect
Thomas Howard, MBA
Lodestar Private Asset Management
(925) 838-1234
Gire
Secretary & Treasurer
Nancy Gire, CPA, CFP®
(510) 758-8424

Past President/Chairperson
David Allen, CFP®
True Wealth Advisory Group
(925) 934-9076

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


Co-Sponsorship Director
John Jordan
Flex Shares-Northern Trust
(707) 696-0190

Co-Sponsorship Director
Stonecrest
(415) 840-6815

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



Co-Membership Director
Eric McCormick
Fidelity Investments
(800) 544-8235 ext. 52960

Co-Membership Director
Mike Whitney
Russell Investments
(303) 618-4044

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

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


Director at Large
Susan Danzig
Susan Danzig, LLC
(925) 954-1773

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

Past President
Barry Mendelson, CFP®
ZRC Wealth Management Inc.
(925) 962-5600

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