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conferenceCA-1

Board of Trustees

Term October 1, 2020-December 31, 2021

Mimie Yoon-Lee

President

X

President

Mimie Yoon-Lee

Lincoln Financial Network
3000 Executive Parkway
Suite 400
San Ramon, Calif. 94583
925-659-0315 
925-275-0999 Fax
mimie.yoon-lee@lfg.com

Sarah Martin, FSS, LUTCF

President-Elect

X

President-Elect

Sarah Martin, FSS, LUTCF

Hinds Financial Group, Inc.
1818 Spring Street
Paso Robles, Calif. 93446
805-239-7443 
805-239-7816 Fax
svhinds@hindsfinancial.com

Marc Bregman, LUTCF

Secretary

X

Secretary

Marc Bregman, LUTCF

Bregman Financial & Ins Svc
215 W Oak Street
Lodi, Calif. 95240
209-367-0930 
209-367-0463 Fax
marc@bregmanfinancial.com

Chal I. Daniels III

Treasurer

X

Treasurer

Chal I. Daniels III

Harvest Financial, LLC
1728 Jefferson St
Napa, Calif. 94559-1703
707-257-7281
707-255-6045 Fax
cdaniels@rr.firstallied.com

John Nilmeier, CFP, CLU

National Committeeperson

X

National Committeeperson

John Nilmeier, CFP, CLU

Nilmeier Financial & Insurance Services
7491 N. Remington Ave, #102
Fresno, Calif. 93711
559-227-6100 
559-227-6111 Fax
john@nilmeierfinancial.com

Jennifer Williams

Immediate Past President

X

Immediate Past President

Jennifer Williams

Principal Financial Group
1350 E. Spruce
Fresno, Calif. 93720
559-650-2658
866-866-6589 Fax
Williams.Jennifer.D@principal.com

Rich Coffin

Vice President

X

Vice President

Rich Coffin

CapitalSmith
5973 Natalie Road
Chino Hills, Calif. 91709
310-259-2235
909-597-0486 Fax
richcoffin@aol.com

Jason Foster, LACP

Vice President

X

Vice President

Jason Foster, LACP

Team Financial Partners
4160 Temescal Canyon Road
Suite 102
Corona, Calif. 92883
951-278-5555
jfoster@tfpartners.net

Peter Buechler, CFP, CLU, ChFC, FLMI, AAPA

Vice President

X

Vice President

Peter Buechler, CFP, CLU, ChFC, FLMI, AAPA

Cohesive Insurance Services
2808 E. Katella Avenue
Suite 202
Orange, Calif 92867
714-406-3022 
714-406-1898 Fax 
peterb@cohesiveinsurance.com

Michael Mares

Vice President

X

Vice President

Michael Mares

Pacific Advisors
PO Box 80451
San Marino, Calif. 91118
626-664-3340 
626-568-1613 Fax
michael.a.mares@gmail.com

Kristine Dickson, CAE

Executive Director

X

Executive Director

Kristine Dickson, CAE

NAIFA-California
600 State Street
Suite A
Cedar Falls, IA 50613
844-536-9339 x8407

Shari McHugh

NAIFA-California Lobbyist

X

NAIFA-California Lobbyist

Shari McHugh

McHugh Koepke & Associates
1121 L Street
Suite 103
Sacramento, CA  95814
916-930-1993
smchugh@mchughgr.com

 

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