Board of Directors

Board of Directors

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

... Read More

Richard Davis-Lowell

Member at Large

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:

... Read More

Harriet Derwingson

Secretary

A native of South Carolina, Harriet Derwingson moved to San Francisco after college, began her career, met and married her husband, Randy, (now deceased), and attended graduate school.  In the early 1990s, Harriet’s career took her to Sacramento. At that

... Read More
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

... Read More
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

... Read More
Carol Beattie

Carol Beattie

Member at Large, Healdsburg Forever Board Chair

After more than 30 years of living in Los Altos, and 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 at her alma mater, San Jose

... Read More
Simon Blattner

Simon Blattner

Member at Large, Sonoma Valley Fund Board Chair

Simon Blattner‘s professional achievements as a printer and builder may only be exceeded by his tireless work in the nonprofit world. After 19 years running Rittenhouse Paper in Chicago, Simon and Kimberly Blattner moved to Sonoma in 2000. In Sonoma, Simon has spent eleven more years

... Read More

Steve Goldberg

Member at Large

Steven M. Goldberg is a founding partner of Friedemann Goldberg LLP and is a certified specialist in Estate Planning, Trust & Probate Law by the California Board of Legal Specialization of the State Bar of California. He has

... Read More

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

... Read More

Matthew Ingram

Member at Large

Matthew Ingram is founder and CEO of PROOF, a cannabis brand based in Sonoma County. PROOF was the first permitted and licensed manufacturer in the Sonoma County, the first to pay the local cannabis use tax, and an

... Read More

Katie Jackson

Member at Large

Deberah B. Kelley

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

... Read More

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

... Read More

Jean Schulz

Director Emeritus (Non-Voting)

Thelia Wade

Member at Large

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

... Read More

Barry Weitzenberg

Immediate Past Chair

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

... Read More


X