2023-2024 Officers

President

Michael Strohl, CFP®
Open Advisors
(415) 263-1319

Vice President/Programs

Kyle Johnston, Esq.
Bank of America
(925) 658-9770

Past President/Treasurer

Lisa Soloway, CLPF
Soloway Fiduciaries, Inc.
(925) 283-0389

Secretary

Lee Kaster, Esq.
 
Law Offices of Lee. L. Kaster, P.C.
(925) 280-6701

Membership

Trice Rainer, CFP®
 
Rainer Wealth Management
(925) 217-4280

2023-2024 Directors

Director

Robert Gewecke, CFP®
 
BMO Private Wealth
(925) 542-4584

Director

Joel Harris
 
Law Offices of Joel A. Harris
(925) 757-4605

Director

Jonathan Jaffe, Esq.
 
R. Silverman Law Group
(925) 705-4474

Director

Joy Puyear, CPA/PFS
 
MAI Capital Management
(925) 790-2895

Director

Erin Silva, CPA
 
Maven Oak CPAs
(805) 252-4065

Director

Will Wollesen
 
Hall Law Group LLP
(925) 460-0711

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