Board Chair 
Thomas Allison, CFP®
Allison Spielman Advisors 
425.889.7848

President
Joe Hebert, CFP®
TrueNorth Financial Service, LLC
206.652.4314

President-Elect
Rick Bryan, CFP® 
Conlon & Dart Wealth Management
206.728.0222

Special Events Commmitte

Treasurer
Rob Annis, CFP®
206.295.8276

Finance Committee

Secretary & Director of Programs
Brad Allen, CFP^®
Allison Spielman Advisors 
425.889.7848

Director of Public Relations
Robin Tan Ph.D., CFP®
KMS Financial Services, Inc. 
425.739.9389

Public Relations Committee

• Diane Jochimsen, White Raven Financial Services
• John Klevens, Klevens Capital Management

Director of Pro Bono
Kathryn Garrison, CFP® 
Moss Adams Wealth Advisors, LLC 
206.302.6752

Pro Bono Committee

• Nancy L. Dienes, Goddard Financial Planning
• Imad Abisaleh, MoneyConfidence.com
• Ted White, CFP®, Joslin Capital Advisors
• Sandra K. Jones, CFP®, Perkins Coie
• Jonathan P. Zetlmaier, CFP®, ING Financial Partners

Program Committee Chair
Joe Wride, CFP® 
Sage Advisors, LLC 
206.812.1321

Programs Committee

• Tammy L. Prouty, CFP®, Sound Financial Planning, Inc.
• Scott K. Rhode, MetLife Bank
• Candy J. Lee, CFP®, Candy J. Lee Financial Planning and Money Management
• Rachele S. Cawaring, CFP®, Clark Nuber P.S.

Education Committee Chair
Stacy Ployhar
2020 Financial Planning, LLC
206.972.6368

Education Committee

• Yolanda Carbajal, CFP®, Mercer Advisors

Membership Committee Co-Chair
Robert Panian, CFP® 
Bear Creek Financial
206.575.0806

Membership Committee

Membership Committee Co-Chair
Stuart MacMillan
Reverse Mortgage Direct
206.678.4264

Membership Committee

Director at Large
Amy Mullen
Money Quotient
360.697.4561

Chapter 
Administrator
Reta Waldrop
425.778.6162

Assistant Administrator
Kaylin Rasar
425.778.6162