Leadership

PRESIDENT
Michael Plesha
Expense Reduction Analysts

SECRETARY
Jonathan Rubens
Moscone Emblidge & Rubens LLP

TREASURER
Craig M. Hamm
BPM LLP

 

BOARD MEMBERS

Lori Bell
CSuite Financial Partners

Ian Berman
RSM US LLP

Christina T. Bui
Kylan Ventures

Gary C. Chang
Taulia, Inc

Eric S. Clarke
Hanson Bridgett LLP

Matt Cole
SBJ Capital

Sam Dibble
Baker Botts LLP

Terry Hill
BPM LLP

Jonathan Hoyt
DHR International

Courtney Jones
Credo Wealth Management

Ryan A. Kuhn
Kuhn Capital

Dylan Malot (Immediate Past President)
Bernstein

Peter Morgan
The Spartan Group LLC

Candace Morton (President-Elect)
Insperity

Kimberly Pugh
YurPath Solutions

Leigh Wasson
BNY Mellon Wealth Management

Robert Worthington
Hardesty