Advisory Committees

INVESTMENT ADVISORY COMMITTEE

Mike Calvelli
Financial Advisor
Protected Investors of America

Christopher M. Dobson, Chair
Certified Financial Planner
Dobson Asset Management

Thelia A. Eagan, CPA, PFS
Principal and Wealth Advisor
Buckingham Asset Management

Patrick Emery
Abbey, Weitzenberg, Warren & Emery

Steven M Goldberg
Friedemann, Goldberg LLP

J. Barrie Graham
Chief Operating Officer
WR Hambrecht + Co

Robert G. Heisterberg
Retired Senior Vice President
Alliance Capital Management

Andy Massie
Retired, Equity Strategist
RMC San Francisco

Lew Reid
Retired, Director and CEO
The California Endowment

Irwin S. Rothenberg, CPA, PFS
Principal and Wealth Manager
Buckingham Asset Management

 

INVESTMENT CONSULTANTS

Scott G. Thayer, CMA
Graystone Consulting Partners Group

PROFESSIONAL ADVISOR GROUP

Erika Copenhauer
Attorney at Law
Galanti & Copenhaver, Inc.

Thomas R. Croft, AAMS
Edward Jones Investment

Joni Fritsche, CPA
Burr Pilger Mayer

Thomas A. Haeuser
Attorney at Law

Steven T. Jenkins
Senior Vice President and Manager
Exchange Bank Wealth Management

MaryClare Lawrence
Attorney at Law
Connor, Lawrence & Rodney

Gary R. Long, CLU
Gary R. Long Insurance and
Financial Services

Shelley Ocana
Professional Private Fiduciary

 

COMMUNITY INVESTMENT COMMITTEE

Steve Rabinowitsh, Chair
Retired, Professor at Santa Rosa Junior College

Oscar Chavez
Assistant Director of Human Services

Pete Golis
Columnist, The Press Democrat

Matthew Ingram
St.Joseph Health Sonoma County

Katie Jackson
Jackson Family Wines

Susan Lentz
Healdsburg Area Affiliate Board Member

Jen Lewis
Sonoma County Department of Health Services

Marlene Soiland
Soiland Management Company

Jennie Tasheff
Retired, Executive Director at First 5 Sonoma County

Michele Zygielbaum
Retired, Neo-natal nurse