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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Richard Davis-Lowell

Vice Chair

Richard is a Senior Wealth Director for BNY Mellon, Wealth Management. In this role, he works closely with high net worth individuals, families and select not-for-profits by engaging the full capabilities of the firm in three distinct areas:

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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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Carol Beattie

Member at Large, Healdsburg Forever Board Chair

After more than 30 years of living in Los Altos, raising a family, while working on the Peninsula and South Bay, Carol moved to Healdsburg in March 2014.

Carol’s careers have spanned from administration of justice to fundraising, most recently working

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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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Pat Emery

Pat Emery

Member at Large

Pat Emery, partner in Abbey, Weitzenberg, Warren & Emery, has been a trial lawyer in Sonoma County for over 35 years. His efforts have resulted in his recognition as a Super Lawyer of Northern California and his inclusion in Best

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Katie Jackson smiling for a photo.

Katie Jackson

Member at Large

Born in San Francisco, California, and raised amongst the vineyards of Sonoma County, Katie was exposed to wine from as far back as she can recall. “Winemaking was just a part of our lives,” she says. “Not just the business

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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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Susan Lentz

Member at Large
Janet Ramatici

Janet Ramatici

Member at Large

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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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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