June 19, 2017

Financial Planning Forum: Past Presidents

Rebecca Nelson, SVP, Wealth Management 2016-2017
Mike Clark, Accountant 2015-2016
Anna Paiva, Vice President & Trust Officer 2013-2015
David Sacarelos, Partner 2011-2013
Veronica Dosta, Financial Coach 2010-2011
Krista Conover, Trust Officer 2009-2010
C. Bruce Hamilton, Attorney at Law 2008-2009
Brad Elman, Insurance Broker 2007-2008
Todd Flesner, Real Estate Broker 2006-2007
Ken Kaye, Attorney 2005-2006
Austin Lemoine, Investment Counselor 2004-2005
Holly Wong Agbayani, Certified Public Accountant 2003-2004
Jeffrey F. Yoakum, Financial Planner 2002-2003
Christopher B. Acker, CLU 2001-2002
David Meir-Levi, Life Underwriter 2000-2001
Richard A. Gross, Planned Giving 1999-2000
Steven L. Mourning, Planned Giving 1998-1999
James Palmer, Attorney 1997-1999
Mark R. Shepherd, Attorney 1996-1997
Bill Barnes, Investment Counsel 1994-1995
Nicholas G. Varveris, Accountant 1993-1994
Owen G. Fiore, Attorney 1992-1993
Jacqueline A. Mayer, Financial Planner 1991-1992
James S. Drake, Investment Counsel 1990-1991
James W. Parker, Investment Counsel 1995-1996
Thomas H. Burkhardt, Pension Admin. 1989-1990
David L. Ach, Attorney 1988-1989
Robert P. O’Leary, Life Underwriter 1987-1988
Nadya O’Connel, Trust Officer 1986-1987
John L. Elman, Life Underwriter 1985-1986
Brian Beer, Investment Planner 1984-1985
Roby Young, Real Estate Syndication 1983-1984
Jeffery W. Keimer, Financial Planner 1982-1983
Ronald D. Roberts, Real Estate Syndication 1981-1982
Claus H. Shelling, Financial Planner 1980-1981
Thomas L. Barton, Attorney 1979-1980
Janet S. Yeland, Trust Officer 1978-1979
Winfield W. Keimer, Financial Planner 1977-1978
John K. Dolan, Investment Counsel 1976-1977
William S. Love, Attorney 1975-1976
David Mitchell, Attorney 1974-1975
Bray Barnes, Stockbroker 1973-1974
Wilson P. Graham, Financial Planner 1972-1973