ABOUT US | Leadership

BOB MCKIM CISA, CIPP - Board Chair and Chair of Executive Committee.

Managing partner of MRE an information security and privacy compliance consultancy. He is enrolled in a Master/PhD Nonprofit Management program with Walden University. Bob serves on a number of nonprofit boards, currently on the Board of Governors of the Institute of Internal Auditors. He is an honorary member of Baylor University of CRM studies. 

Danae Thomas - Vice Chair

Danae has more than 20 years experience in the financial
services industry and joined our Firm in 2004. She focuses
on providing comprehensive wealth assessment, management
and preservation. Her goal is to add value to each
client relationship through the use of a consulting process,
which includes strategic asset allocation as well as financial
and estate planning. Prior to joining UBS, Danae was a
Senior Financial Advisor at Merrill Lynch and Co. Before that,
she was an Assistant Vice President for Prudential Securities.

Steve Sommers - Secretary

Harris Smith - Treasurer

Harris is the Audit Practice Leader for the Southern California practice of Grant Thornton LLP and is based in their Los Angeles office.  Harris possesses a deep understanding of the accounting and business issues of several industries, including manufacturing, distribution, construction and service.  He has served clients ranging from large owner-managed organizations to private equity owned companies to publicly traded, multinational corporations.

ROSEMARY REGALBUTO - President/CEO