Leadership

Brian Traverso, EA, ChFC, AWMA

President

BOLT Wealth Management
1865 Herndon Ave, Ste K-122
Clovis, CA 93611

(559) 492-8676 Read Bio »

Michelle Gutierrez, CPA

Secretary/Treasurer

Roeser Accountany Corporation
9 River Park Place East, Ste. 450
Fresno, CA 93720

(559) 225-5200

William H. Coleman, Esq

Director

Coleman & Horowitt, LLP
499 W Shaw Avenue #116
Fresno, CA 93720

(559) 248-4820 Read Bio »

Paul Herrick

Director

BOLT Wealth Management
1865 Herndon Ave, Ste K-122
Clovis, CA 93611

(559) 492-8676

Sandy Henderson, RHU

Director

Plan Financial
9 Riverpark Place East, Suite 440
Fresno, CA 93720

(559) 433-1110 Read Bio »

Toni Porter, CPA, AEP, MBA

Director (559) 221-1178 Read Bio »