Board of Directors 2018

Board of Directors 2018

President

President

Kian Nobari, CIMA, MBA, MSFP, RLP

Integrous
San Rafael
(415) 200-0910

Chairman/Past President

Chairman/Past President

Tom Zachystal, CFA, CFP®

IAM
Menlo Park
(415) 358-0138

President-Elect

President-Elect

Kate Wilusz, CRPC®, CFP®

Wilusz and Associates/Ameriprise
Financial Services, Inc.
San Francisco
(415) 623-2455

Treasurer

Treasurer

Mike Troxell, CPA

Wetherby Asset Management
San Francisco
(800) 475-9159

Director of Advocacy

Director of Advocacy

Russell Kroeger, CFP®, EA

Paradigm Wealth Architects
San Francisco
(540) 250-2994

Director of Programs

Director of Programs

Joseph Kuo, MBA, CFP®

Griffin Black, Inc.
Fremont
(650) 368-5785

Co-Director of Allied Professionals

Co-Director of Allied Professionals

Daniel Lee, CFA, CFP®

B|O|S
San Francisco
(415) 781-8535

Co-Director of Allied Professionals

Co-Director of Allied Professionals

Annette Brinton, CFP®, CPA

Waypoint Wealth Partners
San Francisco
(877) 768-4802

Director of Membership

Director of Membership

Homa Rassouli

Retirement Funding Solutions
Novato
(415) 717-4618

Co-Director of NexGen

Co-Director of NexGen

Bryan Hasling, CFP®

JW Harrison Financial Advisors
Walnut Creek
(925)  271-5521

Co-Director of NexGen

Co-Director of NexGen

Sophie Lee, CFP®

Cypress Wealth Advisors
San Francisco
(415) 489-2083

Co-Director of Career Development

Co-Director of Career Development

Jenny Coffey Smith, CFP®

Financial Connections Group, Inc.
Corte Madera
(415) 924-1091

Co-Director of Career Development

Co-Director of Career Development

S. Nasira Iqbal, CFP®

Nasira Financial
San Francisco
(415) 819-2224

Co-Director of Marketing Communications

Co-Director of Marketing Communications

Lauren Stansell, CFP®

Yeske Buie, Inc.
San Francisco
(415) 956-9686

Co-Director of Marketing Communications

Co-Director of Marketing Communications

Chris Lakumb, CFA

RiverNorth Capital Management, LLC
San Francisco
(312) 890-3740

Director of Pro Bono

Director of Pro Bono

Chris Remedios, CFP®

Remedios Financial Planning
San Francisco
(415) 579-1521

Director of Corporate Sponsorships

Director of Corporate Sponsorships

Mary-Alice Cardenas

Reverse Mortgage Funding
Mill Valley
(415) 233-1007

Director-at-Large

Director-at-Large

Mark Dickinson

Pender Capital
San Francisco
(443) 253-8525

Executive Director

Executive Director

Holly Wilkerson

Elk Grove
(877) 260-3218