Victoria Fung
President

Robert Gower
Vice President

Michon Caton
Secretary 

Brad Wall
Treasurer & Director

William Berry
Director 

Karen Casillas
Director

Ami Givon
Director 

Matthew Gouaux
Director  

Sandy Purdy
Director

Lori McKenzie
Director 

Alison Wright
Director 

Karen Mack
Immediate Past President 

Victoria Fung

Senior Defined Contribution Specialist, Global Investment Services

T. Rowe Price

333 Bush Street, Suite 2550

San Francisco, CA  94105

Robert Gower

Director

Trucker Huss 

1 Embarcadero Center, 12th Floor 

San Francisco, CA 94111

Michon Caton

GAP, Inc.
24 Crown Circle
South San Francisco, CA 94080

Brad Wall 

Audit Partner 

Moss Adams LLP

101 2nd Street, Suite 900

San Francisco, CA 94105

William D. Berry 

Compensation and Benefits Senior Counsel 

Orrick Herrington & Sutcliffe

405 Howard Street

San Francisco, CA 94105-2669 

Karen Casillas

Vice President | Financial Advisor

CAPTRUST

2625 Townsgate Road, Suite 330

Westlake Village, CA 91361

Ami Givon 

Partner 

GCA Law Partners LLP 

2570 W. El Camino Real, Suite #400

Mountain View, CA 94040 

Matthew L. Gouaux , Counsel

The Permanente Medical Group

1800 Harrison St., 7th Floor

Oakland, CA 94612

Sandy Purdy 

Lindquist LLP

San Francisco, CA 94105 

5000 Executive Parkway, Suite 400
San Ramon, CA 94583

Lori McKenzie 

Vice President, Sales and Consultant Relations; West Region Manager 

Charles Schwab 

211 Main Street 

San Francisco, CA 94105 

Alison Wright 

Partner, Employee Benefits Group 

Hanson Bridgett LLP

425 Market Street 

San Francisco, CA 94105 

Karen Mack 

Partner

Gallagher Benefit Services, Inc.

100 Pine Street, #1500

San Francisco, CA 94111

San Francisco Program Chairs

Marc Fosse
Trucker Huss, APC

Virginia Krieger-Sutton

Johnson & Dugan Insurance Services

Newsletter Editor 

Bryan Card
Trucker Huss, APC  

Membership Liaison

Robert Gower
Trucker Huss, APC 

Brown Bag Lunches 

Sandy Purdy
Lindquist, LLP

Field Trips

Lori McKenzie
Schwab