Barr, Lisa
Lisa Barr, CAP® is Vice President, Development, West at National Philanthropic Trust (NPT). NPT is the largest independent provider of donor-advised funds, and its mission is to provide philanthropic expertise to donors, foundations, and financial institutions, enabling them to realize their philanthropic aspirations. Lisa is based in the San Francisco Bay Area and leads a […]
Collar, Patrick
As a Partner and Consultant, it is my role to educate clients, prospective clients, Financial Advisors, CPA’s, EA’s and accountants on how qualified retirement plans work. The ins and outs of plan operation can be very complex and confusing; hence it is my personal objective to make sure that I communicate the internal workings of […]
Kroeger, Russell
Russell has been a financial planner for over a decade, specializing in serving founders, early employees, and executives in the startup ecosystem. While building a San Francisco-based RIA, he guided clients through work-life transitions, prepared several hundred tax returns, and advised on $800M+ in liquidity events at companies like GitHub, Slack, Roblox, Airbnb, Asana, Palantir, […]
Lewis, Ben
Ben serves as the Chief Communications Officer at the Financial Planning Association, where he directs all communications and public relations strategies. His responsibilities encompass media relations, organizational messaging, media training, speechwriting, and overseeing all consumer-facing initiatives. Ben collaborates closely with the marketing, conferences, and publications teams to ensure the Association’s public presence is strategic, cohesive, […]
Davis, Saundra
Saundra Davis is a Master Certified Coach (ICF MCC), distinguished speaker, and financial wellbeing expert with more than two decades of impact. As the founder and Executive Director of Sage Financial Solutions, she created the Continuum of Financial Wellbeing framework, expanding equitable access to ethical financial services for people of all income levels. She has […]