2026 Board of Trustees

  • David C. Blake

    David C. Blake

    President
  • Alessandro M. Forte

    Alessandro M. Forte,

    CFP, FCII
    Immediate Past President
  • Heather Lindsley

    Heather Lindsley,

    LUTCF, RICP
    Vice President
  • Tim Daniel Clairmont

    Tim Daniel Clairmont,

    MSFS, LACP
    Secretary
  • Thomas R. McCoy

    Thomas R. McCoy,

    CLTC
    Treasurer

  • D. Kyle Atkins,

    CLU, CFP
    Trustee
  • Michelle L. Bender

    Michelle L. Bender,

    CFP
    Trustee

  • Joyce Chan,

    ChFC/S, AFP
    Trustee
  • Asvin Chauhan

    Asvin Chauhan,

    MIFP, Dip FA
    Trustee
  • Rickson Joel D’Souza

    Rickson Joel D’Souza

    Trustee

  • Johan Fanggara,

    CFP
    Trustee
  • Matthew T. Hoesly

    Matthew T. Hoesly,

    CFP, ChFC
    Trustee

  • Thian Lung Jong

    Trustee

  • Jennifer P. Mann,

    MBA, CFP
    Trustee

  • Gary David Metcalf,

    DipPFS
    Trustee

  • Dana Mitchell,

    CFP, CLU
    Trustee

  • Hu Mong Mong Siem (Esther)

    Trustee
  • Addie Murdock

    Addie Murdock

    Trustee

  • Danny Joseph O'Connell Sr.,

    MBA
    Trustee

  • Paresh B. Shah,

    CFP
    Trustee

  • Wong Hui Delia

    Trustee
  • Carol Kheng

    Carol Kheng,

    ChFC
    Executive Committee Liaison

  • Michele L. Stauff,

    CFRE
    Executive Director