Board of Directors

President


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

 

President Elect


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

 

 

Secretary


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



Treasurer


Dylan King
CFA, ASA
Berntson Porter & Company 
(520) 548-5561

 

 

Past President 


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



Membership


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

 
 

Programs Chair


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

 

 

PR & Marketing Director


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

 

 

Symposium Chair


Brian Burgess, CFP®
Brighton Jones
206.258.5018

 

 

 

Sponsorship Chair


Nadia Reynolds,  CFP®

Laird Norton Wealth Management
(206) 464-5100

 


NexGen Chair


Katie Vercio
Evergreen GaveKal
(206) 300-2473

 

Chapter Administration

Executive Director

Tiffany Hanzo Martin

Member Services Coordinator

Ceri Farrow

Sr. Marketing & Communications Coordinator 

Connor Boyd

Event Manager

Katie Pitchford