Board of Directors

President 

Jeff WaltersCFP®
Badgley Phelps Wealth Managers
(800) 869-7173

Past President/Sponsorship Director


Angie Stover
, CFP®
Loring Ward
206-930-1526

 

 

President-elect

Maria Dernis HareCFP®
Creative Planning
(425) 941-3457





Secretary

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

 

 

Treasurer

Dylan KingCFA, 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 DeForestCFA, CFP®
Mercer Global Advisors, Inc. 
425-278-0131

Chapter Administrator

Patty Anderson, CAE
206-686-4372

Member Services Coordinator

Stephanie Couch
206-686-4372