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conferenceCA-1

Board of Trustees

Term June 1, 2019-September 30, 2020

Jennifer Williams

President

X

President

Jennifer Williams

Principal Financial Group
1350 E. Spruce
Fresno, Calif. 93720
559-261-2000 x151 
559-261-0501 Fax
Williams.Jennifer.D@principal.com

Mimie Yoon-Lee

President-Elect

X

President-Elect

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

Secretary

X

Secretary

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

Steve Frank, CLU

Treasurer

X

Treasurer

Steve Frank, CLU

Pacific Southwest Financial
5506 Ranchito Avenue
Sherman Oaks, Calif. 91401
818-390-1211
818-780-6732 Fax
smfclu@yahoo.com

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

National Committeeperson

X

National Committeeperson

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

John Nilmeier, CFP, CLU

Immediate Past President

X

Immediate Past President

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

Marc Bregman, LUTCF

Vice President

X

Vice President

Marc Bregman, LUTCF

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

Ted Lim, LUTCF, LACP

Vice President

X

Vice President

Ted Lim, LUTCF, LACP

TRL Insurance Marketing Corp.
1227 Buena Vista Street
Suite D
Duarte, Calif. 91010
626-358-4663
626-358-4665 Fax
ted@trlinsurance.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

Emily Cabbage

Executive Director

X

Executive Director

Emily Cabbage

NAIFA-California
600 State Street
Suite A
Cedar Falls, IA 50613
844-536-9339 x8401

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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