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