We are grateful for the dedicated expertise of our investment advisory committee members who provide strategic financial and community investment knowledge to our team.
We are grateful for the dedicated expertise of our investment advisory committee members who provide strategic financial and community investment knowledge to our team.
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
Todd Au, CIMA
Institutional Consultant
Graystone Consulting
Tony Parmisano, CFA
Institutional Consultant – Portfolio
Manager – Vice President
Graystone Consulting
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