We truly appreciate our members and celebrate this important milestone with them!
5 Years
Rachel Elson, CFP®
Preetika Pande, CFP®
10 Years
Stephen Kepler, CFP®, Private Ocean
15 Years
Zhebin Huang, CFP®, Charles Schwab
20 Years
Steven Schwegel, CFP®
25 Years
Diane Bourdo, CFP®, The Humphreys Group
30 Years
Barbara Gilliard, CFP®, Emeritus Investment Management, Inc.