Thelia Wade

Thelia Wade

Chair

Thelia Wade is a wealth advisor with more than 28 years of experience as a tax and financial advisor. Thelia provides service to clients in all aspects of their financial lives. She specializes in planning for retirement, estate

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Janet Ramatici

Janet Ramatici

Secretary

Janet Ramatici is the retired Executive Director of the Petaluma Educational Foundation (PEF), created in 1982 to improve educational opportunities for all 13,000 students in Petaluma’s public and private schools. Janet joined PEF in 2005 and worked with

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Christina Z. Hollingsworth

Treasurer

Now a partner at Dillwood Burkel & Millar, LLP, Christina started her public accounting career in 2000 in the Bay Area with Arthur Andersen, and later with Deloitte & Touche.  She has been providing auditing, accounting

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Deberah B. Kelley

Immediate Past Chair

Executive vice president and director of wealth management at Mechanics Bank, Debbie has focused exclusively in the area of managing wealth for individuals, families, and businesses throughout most of her 31-year career. An experienced financial executive, Debbie has

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Lisa G. Carreño

Lisa G. Carreño

Member at Large

Lisa is President and CEO of United Way of the Wine Country. She graduated cum laude with her BA in Latin American history in 1984 from the Catholic University of America in Washington, DC, and obtained her JD from the

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Kit Driscoll

Member at Large

Kit is a trusts and estates attorney and focuses her practice on estate planning for high-net-worth individuals and trust administration. She counsels clients in the wine industry, philanthropists, entrepreneurs, tech founders, real estate developers, venture capital and private equity investors, and

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Aiko-Sophie Ezaki

Member at Large

Aiko-Sophie was born and raised in the Sonoma Valley and graduated from San Francisco State University with a BA in International Relations.

She took her interest in politics to community engagement work in the Bay Area. Aiko-Sophie used her knowledge of

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Akash Kalia

Akash Kalia

Member at Large

Akash Kalia studied business with a focus on Entrepreneurship at the University of Oregon before returning home to save his family business. While still in high school and in college, Akash started a number of small businesses in the technology

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Ralph Lewin

Member At Large

Ralph Lewin is the Executive Director of the Peter E. Haas Jr. Family Fund. The Fund focuses on equity and innovation in education, health and social services as well as supporting work to advance our democracy.

Prior to joining the Fund,

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Teejay Lowe

Member at Large

Teejay K. Lowe is Managing Director of West College Center as well as Managing Director for Jadewin Vineyards. He is former CEO of G&G Supermarkets. Teejay’s background in the wine industry has been thorough and diverse in scope. As a

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Alan Preston

Member at Large

Alan and his wife Susan are dedicated to service and are both active supporters of several Sonoma County non-profit organizations.

Alan recently joined the Board of Healdsburg Forever, a committee-advised fund of Community Foundation Sonoma County and will become chair of

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Dale Wannen wearing a blue button-up.

Dale Wannen

Member at Large

Dale is the founder and advisor of Sustainvest Asset Management LLC. He has over 20 years experience in wealth management and financial services with a distinct commitment to sustainable investing for 15 of those years. Prior to Sustainvest, Dale

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Barry Weitzenberg

Member at Large

Barry Weitzenberg is currently retired following a stimulating 40-year career with a number of technology manufacturing companies. He held senior executive positions with local firms including JDSU Custom Optics Group (formerly OCLI), Sola Optical USA, and Material Progress

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Michelle Young

Michelle Young

Member at Large

Michelle has 20 years of experience as a trusted advisor to ultra-high net-worth families, providing solutions for complex wealth management issues. She was formerly the chief operating officer and chief compliance officer at Ohana Advisors where she was responsible for

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Jean Schulz smiling proudly while holding a stuffed Snoopy in her arms.

Jean Schulz

Director Emeritus (Non-Voting)
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