2022 Board of Directors

President

Joshua DeForest, CFA, CFP®
Mercer Global Advisors, Inc. 
(425) 278-0131

President-Elect

Brian Burgess, CFP®
Brighton Jones
206.258.5018

Secretary

Christine Opp, CFP®
Freestone Capital Management
(206) 707-7342

Treasurer

Katie Vercio
Evergreen GaveKal
(206) 300-2473

Past President

Maria Dernis Hare, CFP®
Creative Planning
(425) 941-3457

Membership Chair

Laurie Nichols, RLP, CPC
Laurie Nichols Coaching 
(206) 795-3769

Programs Chair

Jeff Walters, CFP®
Badgley Phelps Wealth Managers
(800) 869-7173

 

Symposium Chair

Chris Bixby, CFP®
Ferguson Wellman

 

Sponsorship Chair

Interested in volunteering?
Email [email protected]

Marketing & PR Chair

Sabrina Breda, CFP®
Fidelity Investments 
(425) 519-7209

 

NextGen Chair

Mellany Lengeling
Freestone Capital

At-Large Director

Frank Gambardella, CFP®, ChFC®
OlympicNW Advisors
360-895-6429

 

Chapter Administration

Executive Director

Tiffany Hanzo Martin

Client Services Specialist & Membership Services Coordinator

Ceri Farrow

Sr. Marketing & Communications Coordinator 

Connor Blair Pfandler