We truly appreciate our members and celebrate this important milestone with them!

5 Years
Jennifer Bahi, Meritas Wealth Management, LLC
Mike Burbank, CFP®, Morgan Stanley Private Wealth Management

10 Years
Joe Martin, Partner Summitry LLC
Steve Herzog, CFP®, Wetherby Asset Management

15 Years
Margaret Hiller, CFP®, Advisory Group of San Francisco LLC
Charles Root, Jr., CFP®, Double Eagle Financial
Barbara Burke, CFP®, CLU, ChFC, Prudential Financial

20 Years
Gretchen Hollstein, CFP®, Litman Gregory Asset Management LLC