2022 Board of Directors
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President
Joshua DeForest, CFA, CFP® Mercer Global Advisors, Inc. (425) 278-0131
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President-Elect
Brian Burgess, CFP® Brighton Jones 206.258.5018
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Secretary
Christine Opp, CFP® Freestone Capital Management (206) 707-7342
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Treasurer
Katie Vercio Evergreen GaveKal (206) 300-2473
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Past President
Maria Dernis Hare, CFP® Creative Planning (425) 941-3457
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Membership Chair
Laurie Nichols, RLP, CPC Laurie Nichols Coaching (206) 795-3769
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Programs Chair
Jeff Walters, CFP® Badgley Phelps Wealth Managers (800) 869-7173
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Symposium Chair
Chris Bixby, CFP® Ferguson Wellman
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Sponsorship Chair
Interested in volunteering? Email [email protected]
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Marketing & PR Chair
Sabrina Breda, CFP® Fidelity Investments (425) 519-7209
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NextGen Chair
Mellany Lengeling Freestone Capital
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At-Large Director
Frank Gambardella, CFP®, ChFC® OlympicNW Advisors 360-895-6429
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Chapter Administration
Executive Director
Tiffany Hanzo Martin
Client Services Specialist & Membership Services Coordinator
Ceri Farrow
Sr. Marketing & Communications Coordinator
Connor Blair Pfandler
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