We are Excited to announce our next in-person lunch meeting of the year scheduled for:

Weds, May 13th from 11:00 a.m. to 2:00 p.m. 

at The Point Patio Bar & Bistro

with Speakers:

John McNamara, CFA VP Relationship Director & Investment Specialist of Avantis

Topic: Exploring AI’s Transformative Potential

&

Tami Arnold of Sensiba, LLP

Topic: The OBBBA's 2026 Impact on High Net Worth Individuals

Pending:

2 CFP CE Credits

Early Bird Deadline:  May 1st

For Members: $35 per person.

For Non-Members: $50 per person.

Standard Registration:  May 2nd-8th

For Members: $45 per person.

For Non-Members: $60 per person.

Tami Arnold is a senior tax manager with more than 27 years of public accounting experience in tax planning and compliance services for business professional and rental real estate services, and high-net-worth individuals. She has extensive knowledge of pass-through taxation and accounting consulting for small to mid-size businesses. Her areas of expertise include partnership, S Corporation, and individual income taxation. 

Tami received her Bachelor of Science degree in Business Administration with an emphasis in accounting from California State University, Fresno. She has served as an adjunct instructor at Fresno Pacific and the State Center Community College District, providing instruction for an array of business and accounting classes.

She is a member of the American Institute of CPAs and the California CPA Society, and serves as acting treasurer of the Fresno Art Museum. 

Outside of the office, Tami enjoys spending time with her family and friend, traveling, and supporting her community by volunteering in the local choir and at local food banks.

John is a vice president, relationship director and investment specialist at Avantis Investors®.

Before joining Avantis Investors, John served as a vice president and regional manager at Dimensional Fund Advisors (DFA), where he spent over 10 years working with advisors and institutions. His primary focus was on advisors affiliated with independent broker-dealers and major wirehouses throughout the western United States. John specialized in helping advisors understand, communicate and implement DFA’s investment strategies. He also managed the West Coast distribution team as part of the broker-dealer advisor group.

Before DFA, John spent three years at SEI, where he served as a regional director. He began his career at UBS Financial Services in Boston, Mass., as part of the Financial Advisor Associate Program.

John earned a bachelor of science in management with a concentration in finance and accounting from the Carroll School of Management at Boston College. He is a CFA Charterholder and holds Series 7, 24 and 63 licenses.