Leadership

President

Law Offices of Caren Callahan
707-463-0183

Vice President of Programs

BNY Mellon
415-951-4103

Secretary

Linkenheimer CPAs & Advisors
707-546-0272

Immediate Past President

Exchange Bank Wealth Management
707-522-2361

Treasurer

David J. Fisher, CPA
707 588 9700

Attorney Chair

Anderson Zeigler, A Professional Corporation
707-545-4910

CPA Chair

Donald L. Williamson, CPA
707-481-8565

CFP Chair

Strategic Planning & Investment Advisors
707-206-7255

Trust Officer Chair

Elder Advocacy & Fiduciary Services
707-217-0418

Member at Large Chair

Community Foundation Sonoma County
707-303-9620

Membership Chair

Friedemann Goldberg, LLP
707-543-4900

Administrator/Bookkeeper

Bookkeeping Service
707 544-5738

Wine Steward

Private Fiduciary
707-539-2216

Website Administrator

Snyder & Company Accountancy Corporation
707 545-2026

Communications Administrator

Galanti & Copenhaver, Inc.
(707) 538-6074