About Orange County Financial Society

Early in 1972, members of the financial and investment community of Orange County, California joined together and created the Orange County Financial Society. The Society, which is limited in size to 100 Members, has six luncheon meetings each year. These meetings feature distinguished speakers from the California, national and international financial community. In addition to promoting the interests of the Orange County financial community, the meetings present an opportunity for members of the community to meet with each other in an informal fashion and discuss issues of mutual concern.

An elected Board of Governors manages the business affairs of the Society and approves applications for membership. There is room for a limited number of guests at most of the Society's meetings. Non-Members wishing to attend a meeting of the Orange County Financial Society, please email us.

BOARD OF DIRECTORS

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President - Clay Krause - Comerica Bank
Treasurer - Paul Prichard - Pacific Western Bank
Membership - Nick Kirkland - The Roger Stone Agency
Board Member - James Cody - Pre-Banc Business Credit, Inc.
Board Member - Patricia Gammon - Independent Capital Management, Inc.
Board Member - Junettte McCarthy - Ferree & McCarthy
Board Member - Susan Medwied - Attorney at Law
Past Co-President - John Baker - The Baker Law Group
Past Co-President - Dolf Keller - Keller Financial Services

Our current members list ...