Membership Committee
 Meets Quarterly to identify individuals and companies that may gain from a close relationship with the Center for Investment and Wealth Management. To connect with these “prospects” to increase the number of Center members to secure needed funding.
Co - Chair:
Mark Moehlman, Wealth Management Network
Kimberly Dwan Bernatz, First American Trust
Members:
Rick Keller - First Foundation Advisors
Patricia Soldano - GenSpring Family Office
Staff: Liz Dahl
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