About Us
Our Mission
“To provide education, support, resources and opportunities to trusted advisors whose thumbprint is on their clients’ taxes.”
Executive Committee
GL
Al Knobloch
Zoom Monitor
Holly Gustlin
GLA
Yalda Noorzai
CE Coordinator
Tara Brown
Troika Coordinator
Jorge Rabaso
Attendance Coordinator
Loan Pham
Steering & Content
Jessica Monroe / Christen Berman
Website Manager
Kyle Malais
Social Event Committee
Michael Montano / Anastasia Kurteeva
Membership Committee
Dena Oberst / Betty Kim / Sue Keddington
Testimonial Tracker
Claudia Castro
Philanthropy Coordinator
Eric Kaufman
Education Coordinator
Holly Gustlin