Board of Directors 2026

For inquiries related specifically to the President or certain committee questions, please use the email, president@fpasf.org.

President

President

Sydney Woodward, CFP®

Yeske Buie
San Francisco

 

Director of Programs

Director of Programs

Reed Nothwang, CFP®

Compound Planning
San Francisco

Past President

Past President

Jeremy Griffith, CFP®

Mariner Wealth Advisors
Corte Madera

Director of Membership

Director of Membership

Spencer Terris, CFP®

Parallel Advisors
San Francisco

Treasurer

Treasurer

Tim Connolly, CFP®

Yeske Buie
San Francisco

Director of Advocacy

Director of Advocacy

Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP

Pon & Associates
Redwood City

Director of Career Development

Director of Career Development

Oona Rokyta

Wealthspire Advisors
San Rafael

Director-at-Large

Director-at-Large

Kate Wilusz, CFP®

Fiat Lux Financial Planning
San Francisco

Director of Pro Bono

Director of Pro Bono

Anne Serrano, CFP®

Abacus Planning Group
Columbus

Director-at-Large

Director-at-Large

Homa Rassouli

Mutual of Omaha Mortgage
Novato

Director of Strategic Partners

Director of Strategic Partners

Kaden Wootton, CFP®

Enspire Wealth
Santa Rosa

Director of NexGen

Director of NexGen

Kyte Crigger, CFP®

Parallel Advisors
San Francisco

Executive Director

Executive Director

Holly Wilkerson

Executive Management Services
Elk Grove
(877) 260-3218
info@fpasf.org

Positions Open

Secretary
President-Elect
Director of Marketing
Director of Technology
Director of Diversity & Inclusion