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

5 Years
Lydia Walz, CFP®, Aspiriant, LLC
Jan Schalkwijk, JPS Global Investments
Christina Empedocles, CFP®, Insight Personal Finance

10 Years
Kathryn Geraghty, CFP®
Sommer McKinley, CFP®, First Republic Trust Company

15 Years
Emilie Goldman, CFP®, Tamarind Financial Planning