Leadership

	President Stephanie A Hathaway CPA MOSS ADAMS LLP 360-676-1920 Stephanie.Hathaway@mossadams.com
	Vice President Mark C Logan CFP Morgan Stanley Smith Barney 360-788-7002 mark.c.logan@MSSB.com
	Membership Steve Lowry CLU, ChFC The Unity Group 360-647-9000 x 234 stevel@theunitygroup.com
	Secretary Kate (Catherine R.) Szurek J.D., LL.M. Skagit Law Group, PLLC 360-336-1000 kate@skagitlaw.com
	Treasurer Kevin DeYoung CPA Larson Gross PLLC 360-734-4280 kevind@larsongross.com
	Immediate Past President Scott A Hume CFP RBC Wealth Management 360-756-3504 scott.hume@rbc.com
	Past President Ann Renee (A.R.) Mann CFP, AEP Mann & Associates Private Wealth Management, Inc. (360) 527-8787 AR@MannPWM.com
	Education Chair Michael T Kleps Attorney Kleps Law Office, PLLC 360-650-1766 michael@klepslawoffice.com
	Director Ann Clark CTFA KeyBank National Association (360) 527-4451 aclark@keybank.com
	Website Administrator Lisa Schork CLTC LTC Capstone Financial Assurance (360) 715-8582 Lisa@LTCCAPSTONE.com