New Client Intake Form

N. S. LEE

Retired Program Manager, Kaiser Permanente

Affiliations:

  • Project Management Institute

BRITTANY DOYLE RILEY

Trusts & Estates Attorney, Doyle Quane

Affiliations:

    • State Bar of California Board of Legal Specialization, Certified Specialist in Estate Planning, Trust & Probate Law
    • East Bay Trusts & Estates Lawyers, Member
    • Danville Area Chamber of Commerce, Board of Directors

MIA LEONDAKIS

Former Vice President of Transformation at ServiceNow and VMware

Affiliations:

  • Former Board of Directors, Fostering Wishes
  • Thrift Station

ROBERT COMBS

Real Estate Advisor, Compass

Affiliations:

  • Town of Danville Planning Commissioner
  • Board Member, Leadership San Ramon Valley
  • President, Danville Rotary, Town of Danville Design Review Board Member
  • Board of Directors
  • League of California Cities, California State University at Chico Alumni Board of Directors
  • Parent Advisory Council
  • CSU
  • Past President

MICHAEL COPELAND

Managing Director, Cushman & Wakefield

Affiliations:

  • San Ramon Valley Thunderbirds
  • San Ramon Valley Girls’ Athletic League Softball
  • Contributor to Alive Magazine

MARK DAVIS

Tri- Counties Bank- Senior Vice-President

Affiliations:

  • American Heart Association
  • United Way
  • Habitat for Humanity
  • St. Anthony’s San Francisco
  • San Francisco and Sacramento Food Banks
  • Sacred Heart Community
  • Past Board Member California Symphony
  • Past

JENISE FALK

Retired San Ramon Valley Unified School District Principal

Affiliations:

  • President of the Friends of Discovery(Thrift Station)
  • Kappa Kappa Gamma Alumni Association
  • San Ramon Valley Mental Health Advisory Council.

NEWELL ARNERICH

Town of Danville, Town Council Member, AD Architects, Inc., President & Co-founder

Affiliations:

  • Leadership San Ramon Valley
  • Board Member & Past President
  • Danville-Sycamore Valley Rotary Club- Member & Past President
  • AIA
  • American Institute of Architects
  • NACRB
  • National Council of Architectural Registration Board
  • Danville Area Chamber of Commerce
  • San Ramon Valley Mental Health Advisory Council.

KATHY CHIVERTON

Retired Executive Director Discovery Counseling Center

Affiliations:

  • Leadership San Ramon Valley Board of Directors
  • Danville San Ramon Rotary Club
  • Contra Costa County Measure X Community Advisory Board Member
  • San Ramon Valley Diversity Coalition

MARIE HALL

  • Licensed Social Worker; Retired Clinical Director
  • St. Anne’s Catholic Church

Affiliation:

  • Friends of Discovery

MITCHELL HOPSON

Vice-President of Finance, Zearn

Affiliations:

  • Diablo Black Men’s Group (past Treasurer)
  • San Ramon Valley Diversity Coalition (founding member)
  • Leadership San Ramon Valley
  • Board of Directors
  • Youth sports coach

DAVID KRAVITZ

Affiliations:

  • Director of Student Services
  • San Ramon Valley Unified School District

Claire Humphrey

Retired Pediatrician: Valley Community Health Center and Blackhawk Medical Group

Affiliations:

  • Marriage Mentor Community Presbyterian Church
  • Spiritual Mentor CityTeam Oakland

SCOTT LUCIA

Wealth Management at Andrews, Lucia Wealth Management LLC

Affiliation:

  • Tassajara Valley Little League

ANDY LI

Board Member, Contra Costa Community College District

Affiliations:

  • President
  • Civic Leadership USA
  • President
  • API Coalition, Board of Directors
  • Leadership San Ramon Valley
  • Steering Committee
  • San Ramon Valley Diversity Coalition
  • Rotary Club of Dougherty Valley/San Ramon

NEAL MITCHELL

Community Volunteer

Affiliations:

  • Hall of Fame Board Member Animal Rescue Foundation
  • Board Member Love for Margot Foundation
  • Past Board Member Mercator Medical Systems
  • Past Board Member Injoy Media Corporation

NISHI MOONKA

Chief of Staff/Head of Purpose and Culture at Blue Beyond Consulting

Affiliations:

  • Quail Run Learning Fund Vice President
  • PTA

SARAH NIX

Attorney, Certified Specialist in Estate Planning, Probate & Trust Law By the State Bar of California Board of Legal Specialization

Affiliations:

  • Past President, Board of Diablo Valley of Estate Planning
  • Iron Horse Mother’s Club
  • AAUW, Volunteer St. Isidore’s Parish
  • East Bay Trust &amp, Estate Lawyers

JILL PURCELL

Owner Purcell International – Food Importing Business

Affiliations:

  • San Ramon Valley YMCA- Past Board Member
  • Diablo Homeowner’s Association- Past Secretary
  • Dorris-Eaton School-Past PTA President
  • Green Valley School and Monte Vista High School- Past PTSA Member

PAT WILSON

Retired San Ramon Valley Unified School District Educator

Affiliations:

  • Sons in Retirement (SIRS)
  • 100 Club of Contra Costa County
  • Community Presbyterian Church (CPC) Sponsor Program
  • San Ramon Valley Mental Health Advisory Council.

MARY VERSTRAETE

Retired from Banking

Affiliations:

  • Member of the Friends of Discovery
  • Thrift Station

GARY RIELE

Affiliations:

  • Principal
  • Riele Commercial Real Estate

ANN WILLOUGHBY

Retired Chief of Staff, University of California Office of the National Laboratories

Affiliations:

  • Treasurer Friends of Discovery Board (Thrift Station)
  • Quest Science Center Advisory Board
  • Livermore Lab Foundation
  • Expanding Your Horizons
  • Agape Village Foster Family Agency
  • American Association of University Women