We are grateful for the dedicated expertise of our investment advisory committee members who provide strategic financial and community investment knowledge to our team.

INVESTMENT ADVISORY COMMITTEE

Deberah B. Kelley, Chair
Executive Vice President Wealth Management, Mechanics Bank
Current CFSC Board Member

Chris Dobson
Dobson Asset Management

Patrick Emery, Esq.
Abbey, Weitzenberg, Warren & Emery
Current CFSC Board Member

Steven Goldberg
Friedemann Goldberg Wargo Hess LLP

Barrie Graham
Retired Banker, previously:
WR Hambrecht & CO

Nick Smith
Head of Investor Relations, Foresite Capital

Thelia Wade
Wealth Advisor, Buckingham Strategic Wealth
Current CFSC Board Member

Dale Wannen
Sustainvest Asset Management LLC

Michelle Young
Partner, Transcend Wealth Partners
Current CFSC Board Member

INVESTMENT CONSULTANTS

Todd Au, CIMA
Institutional Consultant
Graystone Consulting

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

COMMUNITY INVESTMENT COMMITTEE

Steve Rabinowitsh, Committee Chair
Retired Professor, Santa Rosa Junior College
Former Board Member

Carol Beattie
Healdsburg Forever Board Chair
Current Board Member

Lisa G. Carreño
President and CEO, United Way of the Wine Country
Current Board Member

Oscar Chavez
Assistant Director, Sonoma County Dept. of Human Services
Former Board Member

Patrick Emery, Esq.
Abbey, Weitzenberg, Warren & Emery
Current Board Member

Pete Golis
Columnist, The Press Democrat
Former Board Member

Katie Jackson
Senior Vice President, Jackson Family Wines
Current Board Member

Akash Kalia
Owner, Palms Inn
Current Board Member

Susan Lentz
Healdsburg Area Affiliate Board Member
Current Board Member

Janet Ramatici
Retired, Petaluma Education Foundation
Current Board Member

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