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2024 Board of Directors |
President Director of New Professionals Katrina Soelter, CFP® Equalis Financial |  Chairperson/ Director of Corporate Relations David Tassone, CFP® Solid Wealth Advisors |
Treasurer Jon Bacon, CFP® EP WealthAdvisors |
Secretary Elliot Rosenberg Rosenberg & Kawabata Law |
President-Elect/ Director of Programs Jonathan Gruber, CFP® Capstone Partners Financial & Insurance Services |
Director of Membership Carl Walsh C2 Financial |
Director of Communications Theresa Pablos Wealth Enhancement Group |
Director of Advocacy Jamie Rugg, CFP® Highline Wealth Partners | .jpg) Director of Public Pro-Bono Amy Born SVB Private |
Director of NexGen Michelle Herd |
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