Board of Directors

Angela Z. Dailey

Angela Z. Dailey

Board Member | Co-President

Prior to founding DAI Partners in 1989, Angela Dailey was Senior Vice President and member of the Board of Directors

Darlene March

Darlene March

Board Member | Co-President

Specializing in New York Financial Media and PR

Elizabeth B. deSousa, CFP®

Elizabeth B. deSousa, CFP®

Board Member

Liz provides financial planning, investment management and wealth advisory services to high net-worth individuals and families

Jan Walsh

Jan Walsh

Board Member | Community Outreach

Jan Walsh is a highly motivated and accomplished insurance executive with personal and professional integrity. Her innovative sales and marketing strategies and leadership skills are the foundation of her success.

Janelle Metzger

Janelle Metzger

Board Member

Janelle has 20 years of global experience across human resources, operations and strategy. With Latina roots from Honduras, she co-founded Aneuvia with the simple belief that diversity isn’t about counting numbers – it’s about making the numbers count. Janelle’s deep passion for diversity and inclusion, coupled with her strategic forte in investments is highly sought after by clients.

Joyce M. Averna

Joyce M. Averna

Board Member

Joyce Averna is a Vice President with J.P. Morgan’s Private Bank in Orange County, California. She is responsible for serving and advising families on all facets of their financial life including investment and wealth management strategies, banking, lending, trust and estate planning, and charitable giving.

Julia Rappaport

Julia Rappaport

Board Member | Volunteers/Event Planning

Juila is an Educational Consultant. She holds a doctorate in Education from USC and a Master’s degree in Administration. She is co-founder and past president of the Bulls, Bears & Ladies investment group, has founded two additional groups and has served as consultant in organizing new investment clubs. She is a member of the Protocol Commission of the Orange County Office of Protocol & International Business Development and is designated as Deputy Chief for Education. She serves on the Advisory Committee to the California State Dept. of Education and the National Advisory Committee to the American Horticultural Society.

Kasey Buharie

Kasey Buharie

Board Member | Chief Marketing Officer

Since November 2013, I have been a volunteer and recent board member with my role being VP Marketing Officer at WISE. My goal is to recruit new members by introducing them through mixers and special events.

Laurie Dubchansky, CFP®

Laurie Dubchansky, CFP®

Board Member

I received my undergraduate degree at UCLA, and after earning a Master’s Degree in Health Care Administration, I worked in various health care settings.

Lisa L. Banning

Lisa L. Banning

Board Member

Lisa L. Banning is a Certified Financial Planner, a Registered Representative of FMN CAPITAL CORPORATION and a Registered Investment Advisory Representative of FINANCIAL MANAGEMENT NETWORK, INC. She holds her series 7 and 66 securities licenses as well as her Life/Health/Disability Insurance license, with an emphasis in Long Term Care.

Rosemary Pugh

Rosemary Pugh

Board Member

Rosemary Pugh is an accomplished marketing executive who most recently served as Senior Vice-President of Marketing for Research Affiliates and Green Street. Her tenure at both firms was marked by exceptionally rapid growth in followers across digital platforms, virtual event attendance and inbound lead generation. Green Street more than doubled in value.

Stephanie King, CFA

Stephanie King, CFA

Board Member | Investment Committee Chair

Stephanie King is a seasoned investment management executive whose career includes seventeen years at PIMCO. As head of institutional sales groups, she drove strategy to exceed revenue targets. And, she advised and educated investors and their boards on investment strategies as a senior account manager.

Trae Lewis

Trae Lewis

Board Member

Anna Yu, CAIA

Anna Yu, CAIA

Advisory Board Member

Anna Yu a Senior Vice President and an Account Manager at Pacific Investment Management Company (PIMCO) with over 20 years of experience working in the asset management industry. Anna focuses on client servicing and business development in the U.S. and works primary with institutional corporate retirement plans.

David J. Karachuk, CFA, CFP®

David J. Karachuk, CFA, CFP®

Advisory Board Member

“My own life-changing transition inspired me to start Inspired Financial so that I could help other women and their families navigate their difficult life transitions and emerge confident, financially secure and empowered to deal with future life events.”

Evelyn M. Zohlen, MBA, MS, CFP®

Evelyn M. Zohlen, MBA, MS, CFP®

Advisory Board Member

Evelyn is a Certified Financial Planner™ (CFP®) professional and serves on the Board of Directors of the Financial Planning Association. She was an adjunct professor in the Personal Financial Planning Program at the University of California at Irvine and serves on the Advisory Board for the Center for Investment and Wealth Management at UCI.

LAURA TARBOX, CFP®

LAURA TARBOX, CFP®

Advisory Board Member

Laura has been sought after to serve on professional boards throughout her career. She is currently a member of the TD Ameritrade Elite Advisory Board, where members meet quarterly to weigh in on industry issues. She was recently appointed a Trustee of the Board of Foundation for Financial Planning, a national organization that supports pro bono financial planning. Laura has also served as a Director on the National Board of the Institute of Certified Financial Planners, and is a past President of the Orange County Society of the ICFP. Laura served on the Charles Schwab Institutional Advisory Board and the Certified Financial Planner Board of Standards’ Board of Examiners.

Marilyn Ditty, D.P.A.

Marilyn Ditty, D.P.A.

Advisory Board Member

As executive director of Age Well Senior Services, Dr. Marilyn Ditty leads a nonprofit public-benefit charitable organization that provides vital services to the elderly in Orange County. She is best known for establishing an excellent model for community-based care for the elderly, which has served the 85,000 elderly in Orange County for nearly 30 years.

Mark Moehlman, MBA

Mark Moehlman, MBA

Advisory Board Member

Mark Moehlman holds an MBA from the USC Marshall School of Business, and has dedicated his entire business career to helping others manage their wealth. Mark was born in Los Angeles and moved to Newport Beach in 1975, and has lived in Big Canyon for the past twenty years.

Nella Webster O’Grady, CFP®

Nella Webster O’Grady, CFP®

Advisory Board Member

Nella has over thirty years of experience in providing investment management and financial planning services to clients throughout Southern California.

Putri Pascualy, CFA, CQF

Putri Pascualy, CFA, CQF

Advisory Board Member

utri Pascualy, CFA, CQF is a PAAMCO Managing Director and Sector Specialist for the Long/Short Credit sector. She focuses on the evaluation and management of credit hedge funds for the PAAMCO portfolios and is responsible for portfolio construction, structuring and risk management for large customized institutional mandates.

Tina Schackman, CFA

Tina Schackman, CFA

Advisory Board Member

Financial services professional with over 20 years of industry experience. Previous positions prior to joining Prudential in 2011 have been a retirement plan consultant specializing in investment consulting, branch manager/compliance officer for large independent broker/dealer firm and portfolio manager for high net worth individuals.

Victoria Collins, Ph.D.

Victoria Collins, Ph.D.

Advisory Board Member & Founder

Dr. Victoria Collins, Ph.D., Invest In Yourself Conference Founder, a principal in First Foundation Advisors, has been named among the "best financial advisers" in the country by Worth Magazine for five consecutive years.