Board of Directors 2018

President
Kian Nobari, CIMA, MBA, MSFP, RLP
Integrous
San Rafael
(415) 200-0910
San Rafael
(415) 200-0910

Chairman/Past President
Tom Zachystal, CFA, CFP®
IAM
Menlo Park
(415) 358-0138
Menlo Park
(415) 358-0138

President-Elect
Kate Wilusz, CRPC®, CFP®
Wilusz and Associates/Ameriprise
Financial Services, Inc.
San Francisco
(415) 623-2455
Financial Services, Inc.
San Francisco
(415) 623-2455

Treasurer
Mike Troxell, CPA
Modern Financial Planning
(941) 504-0849
(941) 504-0849

Secretary
John Bacigalupi
Cantor Fitzgerald Capital
(650) 703-7180
(650) 703-7180

Director of Programs
Joseph Kuo, MBA, CFP®
Abundance Wealth Planning, LLC
(510) 933-8347
(510) 933-8347

Co-Director of Allied Professionals
Daniel Lee, CFA, CFP®
B|O|S
San Francisco
(415) 781-8535
San Francisco
(415) 781-8535

Co-Director of Allied Professionals
Annette Brinton, CFP®, CPA
Waypoint Wealth Partners
San Francisco
(877) 768-4802
San Francisco
(877) 768-4802

Director of Membership
Homa Rassouli
Retirement Funding Solutions
Novato
(415) 717-4618
Novato
(415) 717-4618

Co-Director of NexGen
Bryan Hasling, CFP®
JW Harrison Financial Advisors
Walnut Creek
(925) 271-5521
Walnut Creek
(925) 271-5521

Co-Director of NexGen
Sophie Lee, CFP®
Cypress Wealth Advisors
San Francisco
(415) 489-2083
San Francisco
(415) 489-2083

Co-Director of Career Development
Jenny Coffey Smith, CFP®
Financial Connections Group, Inc.
Corte Madera
(415) 924-1091
Corte Madera
(415) 924-1091

Co-Director of Career Development
S. Nasira Iqbal, CFP®
Nasira Financial
San Francisco
(415) 819-2224
San Francisco
(415) 819-2224

Co-Director of Marketing Communications
Lauren Stansell, CFP®
Yeske Buie, Inc.
San Francisco
(415) 956-9686
San Francisco
(415) 956-9686

Co-Director of Marketing Communications
Chris Lakumb, CFA
RiverNorth Capital Management, LLC
San Francisco
(312) 890-3740
San Francisco
(312) 890-3740

Director of Pro Bono
Chris Remedios, CFP®
Remedios Financial Planning
San Francisco
(415) 579-1521
San Francisco
(415) 579-1521

Director of Corporate Sponsorships
Mary-Alice Cardenas
Reverse Mortgage Funding
Mill Valley
(415) 233-1007
Mill Valley
(415) 233-1007

Director-at-Large
Mark Dickinson
(443) 253-8525

Director of Technology
Nicholas Garcia, CFP®
San Francisco
(415) 262-8629
(415) 262-8629

Director of Advocacy
Russell Kroeger, CFP®, EA
Paradigm Wealth Architects
San Francisco
(540) 250-2994
San Francisco
(540) 250-2994

Executive Director
Holly Wilkerson
Elk Grove
(877) 260-3218
(877) 260-3218