Meet The Team
Jim Chilton
CEO
Jim Chilton is a San Diego California native, SDSU college athlete alumni. Jim began his early years as a full-time teacher/coach at the high school level. With a natural ability for public speaking and interpersonal communication skills, Jim joined the financial services industry in the early 1980’s. After achieving a desirable level of success, Jim felt the need to do more for his community. In the summer of 1993 Jim founded “SOFA” The Society for Financial Awareness.
Jim enjoys playing golf, reading and spending quality time with his family and friends. Regarding Jim’s future, he will never retire!
Rachelle Wolf
COO
Rachelle Wolf is the Chief Operating Officer for SOFA. She started her journey with SOFA in 2012. Rachelle works closely with SOFA’s CEO on new projects and oversees all Marketing. While working with SOFA’s partners, she also works with all of the SOFA members and potential members to help them reach their potential and long-term goals.
In her spare time, she loves going to car shows and spending time with her Husband, Family, and dogs.
Diana Ciampoli
Director of Membership Services
Diana Ciampoli is SOFA's Director of Membership Services. She oversees The Opportunity Program; she works with first year Members to achieve their goals. She helps coordinate events and seminars for SOFA members, at public spaces and companies. Diana also helps all SOFA members with their day-to-day SOFA needs and inquiries.
She loves spending time with her two boys and going to the beach.
Katie Yourse
Seminar Coordinator
Carl Hughes
Executive Assistant to CEO
Carl is Jim's personal assistant. He helps Jim with his Financial Advisory practice. Carl communicates with Jim's clients and processes applications. Carl also coordinates training for SOFA Members with Jim.
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Carl enjoys traveling, tech and music.
Katie is a Seminar Coordinator for SOFA. She connects with companies across the U.S. educating them on what SOFA offers and coordinating a speaker for them. She communicates with SOFA speakers to connect them with the company they will be speaking at.
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Katie loves spending time with her Son and Husband.