Board of Directors
President
Jeff Walters, CFP®
Badgley Phelps Wealth Managers
(800) 869-7173
Past President/Sponsorship Director
Angie Stover, CFP®
Loring Ward
206-930-1526
President-elect
Maria Dernis Hare, CFP®
Creative Planning
(425) 941-3457
Secretary
Laurie Nichols, RLP, CPC
Laurie Nichols Coaching
(206) 795-3769
Treasurer
Dylan King, CFA, ASA
Berntson Porter & Company
(520) 548-5561
Membership Director
Stuart MacMillan
Ocean Lending
206-678-4264
Programs Chair
Frank Gambardella, CFP®, ChFC®
Kitsap Investment Services
201-401-2819
PR & Marketing Director
Sabrina Breda, CFP®
Fidelity Investments
(425) 519-7209
Symposium Chair
Brian Burgess, CFP®
Brighton Jones
206.258.5018
NexGen Chair
Katie Vercio
Evergreen GaveKal
(206) 300-2473
Member at Large
Joshua DeForest, CFA, CFP®
Mercer Global Advisors, Inc.
425-278-0131
Chapter Administrator
Patty Anderson, CAE
206-686-4372
Member Services Coordinator
Stephanie Couch
206-686-4372
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