2025 Board of Trustees

  • Alessandro M. Forte

    Alessandro M. Forte,

    FCII, CFP
    President
  • Andrew C. Lord

    Andrew C. Lord,

    CLU, ChFC
    Immediate Past President
  • David C. Blake

    David C. Blake

    Vice President
  • Heather Lindsley

    Heather Lindsley,

    LUTCF, RICP
    Secretary
  • Timothy Daniel Clairmont

    Timothy Daniel Clairmont,

    CFP, MSFS
    Treasurer

  • John Benton, Jr.,

    ChFC, CLTC
    Trustee

  • Johan Fanggara,

    CFP
    Trustee

  • Julianne Hertel,

    CLU, ChFC
    Trustee

  • Thian Lung Jong

    Trustee
  • Stephen Kagawa

    Stephen Kagawa,

    FSS, LUTCF
    Trustee

  • Jennifer P. Mann,

    MBA, CFP
    Trustee

  • Miliana Marten,

    AEPP
    Trustee

  • Gary Metcalf,

    DipPFS
    Trustee

  • Dana Mitchell,

    CFP, CLU
    Trustee

  • Hu Mong Mong Siem (Esther)

    Trustee
  • Addie Murdock

    Addie Murdock

    Trustee

  • Paresh B. Shah,

    CFP
    Trustee

  • Ross Vanderwolf,

    CFP
    Trustee

  • Wong Hui Delia

    Trustee

  • Cheng Huann Yeoh,

    ChFC, CLU
    Trustee

  • Gregory B. Gagne,

    ChFC
    Executive Committee Liaison

  • Michele L. Stauff,

    CFRE
    Executive Director