2027 Board of Trustees

  • Heather Lindsley

    Heather Lindsley,

    LUTCF, RICP
    President
  • David C. Blake

    David C. Blake

    Immediate Past President
  • Tim Clairmont

    Tim Clairmont,

    MSFS, LACP
    Vice President
  • Thomas R. McCoy

    Thomas R. McCoy,

    CLTC
    Secretary
  • Dana Mitchell

    Dana Mitchell,

    CFP, CLU
    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

  • Katrina Ann Church

    Trustee
  • Martin Dodd

    Martin Dodd,

    AFPC, CFP
    Trustee
  • Rickson Joel D’Souza

    Rickson Joel D’Souza

    Trustee

  • Fiona Foo Yuet Ling,

    ChFC/S, AFC
    Trustee
  • Matthew T. Hoesly

    Matthew T. Hoesly,

    CFP, ChFC
    Trustee

  • Hu Mong Mong Siem (Esther)

    Trustee

  • Jennifer P. Mann,

    MBA, CFP
    Trustee

  • Gary David Metcalf,

    DipPFS
    Trustee

  • Danny Joseph O'Connell Sr.,

    MBA
    Trustee
  • Mark D. Olson

    Mark D. Olson,

    CFP, MSFS
    Trustee

  • Wong Hui Delia

    Trustee

  • Audrey A. Yap

    Trustee
  • John F. Nichols

    John F. Nichols,

    MSM, CLU
    Executive Committee Liaison

  • Michele L. Stauff,

    CFRE
    Executive Director