Board of DirectorsJuly 1, 2021 - June 30, 2022 |
| President |
Jason Douthit, Attorney 1 year term (1st year) |
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| President-elect |
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| Treasurer |
Kristin Osorio, CPA 2 year term (1st year) |
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| Secretary |
Jennifer D. Elder, CPA 2 year term (2nd year) |
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| Past President | Yolanda Reyes White, QPA, QKA, Relationship Manager 1 year term (1st year) |  |
| Spring Seminar Chair |
Greg Koleno, Sales VP 2 year term (2nd year) |
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| Member at Large | Mike Walters, CRPS®, AIF®, CPFA®, Investment Consultant 2 year term (2nd year) |  |
| Member at Large |
Chris Wolfe, AIF, QPFC, APA, Investment Consultant 2 year term (1st year) |
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| Member at Large |
Abbey Hendricks, Attorney 2 year term (2nd year) |
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| Member at Large |
Patricia Lambe, CPA
2 year term (1st year) |
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| Member at Large |
Jake O'Shaughnessy, CFA, Managing Director
joshaughnessy@sageviewadvisory.com 2 year term (1st year) |
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| Member at Large | Ras Smith ras.smith@hubinternational.com 2 year term (1st year) | |
| Member at Large | Greg Jones, Director of Business Development 2 year term (1st year) | |
| Executive Director | Bridget Davidson bridget@bridgetdavidsonconsulting.com |
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