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About us

The Vanguard Boardroom is comprised of experienced and credentialed professionals. The function of the boardroom is to facilitate the engagement of a collaborative core from which members both share and gain practiced insight.

Only one representative per specialty. As such, beyond representing the top of their respective specialties, our executives are considered subject-matter experts.

Qualified candidates should meet the following criteria:
•Are either a sole owner or co-executive within their practice,
•Have in excess of fifteen years of professional experience,
•Are in good standing amongst their peers, and
•Can illustrate advanced credentialing for their industry.

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Photo of the user Rischi Paul Sharma CFP(R), LUTCF
Photo of the user Michael Swenson
Photo of the user Noel J Gonzalez
Photo of the user Ryan J Tomalas
Photo of the user Don Vernon
Photo of the user Joshua Diao
Photo of the user Glenn R Perez
Photo of the user Michelle Noriega
Photo of the user Holly Depies
Photo of the user Gary Wong
Photo of the user Ali
Photo of the user Scott Semerar