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

Steven Goldberg
Friedemann Goldberg Wargo Hess LLP

Barrie Graham
Retired Banker, previously:
WR Hambrecht & CO

Nick Smith
Chief Investor Relations Officer, Section 32

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

Dale Wannen
Sustainvest Asset Management LLC
Current CFSC Board Member

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

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

Aiko-Sophie Ezaki
Project Manager, EPC Built
Current Board Member

Pete Golis
Columnist, The Press Democrat
Former Board Member

Akash Kalia
Owner, Palms Inn
Current Board Member

Ralph Lewin
Executive Director, Peter E. Haas Jr. Family Fund
Current Board Member

Alan Preston
Retired, Chevron Corporation, Corporate Vice-President
Current Board Member

Janet Ramatici
Retired, Petaluma Education Foundation
Current Board Member