Advisory Committees

INVESTMENT ADVISORY COMMITTEE

Thelia Wade, CPA/PFS, Chair
Wealth Advisor
Buckingham Strategic Wealth

Christopher M. Dobson
Certified Financial Planner
Dobson Asset Management

Patrick Emery
Abbey, Weitzenberg, Warren & Emery

Steven M Goldberg
Friedemann, Goldberg LLP

J. Barrie Graham

Nick Smith
Head of Investor Relations
Foresite Capital

Dale Wannen, MBA
Founder
Sustainvest Asset Management, LLC

INVESTMENT CONSULTANTS

Todd Au, CIMA
Institutional Consultant
Graystone Consulting

Tony Parmisano, CFA
Institutional Consultant – Portfolio Manager – Vice President
Graystone Consulting

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
Sonoma County Department of Human Services

Pete Golis
Columnist, The Press Democrat

Katie Jackson
Jackson Family Wines

Susan Lentz
Healdsburg Area Affiliate Board Member

Jen Lewis
Blue Shield of California Foundation

Janet Ramatici
Retired, Petaluma Education Foundation