Board Of Directors


2019 President
Thomas Howard, CFP®, MBA
ZRC Wealth Management
(925) 962-5600

2019 Presiden Elect
Alise Kraus, CFP®
Mercer Advisors
(877) 494-5123
Secretary & Treasurer
Amanda Keith
Retirement Funding Solutions
(415) 747-5668

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

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

Stonecrest
(415) 840-6815

Co-Sponsorship Director
Litman Gregory
(925) 253-5245

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

Allied Professional
Kim Thomas
TriNet
(925) 596-3868


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

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

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

NexGen Director
Dillon McGill, CFP®
Parkside Advisors
(510) 883-1350


Director at Large
David Allen, CFP®
True Wealth Advisory Group
(925) 934-9076

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