The Center for Estate and Gift Planning
Membership Directory - Alphabetical
A | B | C | D | E | F | G | H | J | K | L | M | N | O | P | R | S | T | V | W | Z
A
Mr. Dale Aaronson
CPA
Greenspan & Aaronson
3843 S. Soto St.
Vernon, CA 90058-1718
Business Phone: 323-585-8044
Fax Phone: 323-588-2411
dale@gacpa.com
North Chapter
Ms. Michele L. Abernathy
Attorney
Gifford, Dearing & Abernathy, LLP
700 S. Flower St, Suite 1222
Los Angeles, CA 90017-4114
Business Phone: 213-626-4481
mabernathy@gdalaw.com
North Chapter
Ms. Megan Acosta
Attorney
Paul, Hastings, Janofsky & Walker LLP
695 Town Center Drive
Seventeenth Floor
Costa Mesa, CA 92626
Business Phone: 714-668-6200
Fax Phone: 714-979-1921
meganacosta@paulhastings.com
South Chapter
Ms. Mary L. Ankerbrand
Attorney
Mary L. Ankerbrand, Inc. A Professional Law Corporation
325 Rolling Oaks Drive, Suite 201
Thousand Oaks, CA 91361
Business Phone: 805-557-0123
Fax Phone: 805-557-0129
mary@ineedatrust.com
North Chapter
B
Mr. Erick Baer
Financial Advisor
AFA Financial Group
2733 Parkview Drive Ste. A
Thousand Oaks, CA 91362-4645
Business Phone: 805-428-2043
Fax Phone: 818-444-8866
Erick@BullishBaer.com
North Chapter
Mr. Robert L. Baumann
Investment Advisor Representative Associate
Lincoln Financial Securities Corporation
11030 Santa Monica Blvd., Ste. 209
Los Angeles, CA 90025
Business Phone: 310-709-4237
Fax Phone: 818-889-1055
robert@baumannfinancial.com
North Chapter
Mr. Jordan Bennett
Realtor, CPA
Keller Williams Realty
27101 Puerta Real
Mission Viejo, CA 92691
Business Phone: 949-282-9381
jordan.bennett@kw.com
South Chapter
Ms. Athena Boulgarides
Regional Development Officer
Christian Children's Fund
6150 Canoga Ave
Woodland Hills, CA 91367
Business Phone: 818-625-6731
Fax Phone: 818-704-3962
aboulgarides@childfund.org
North Chapter
Mr. Robert R. Bowne
Attorney at Law
245 E. Olive Ave. Ste. 500
Burbank, CA 91502-1224
Business Phone: 818-846-0170
Fax Phone: 818-846-5511
bob@bownelawyer.com
Leadership Circle
North Chapter
Mr. David Albert Boyer
Associate Vice President - Investment Officer
Wells Fargo Advisors, LLC
3020 Old Ranch Pkwy. Ste. 190
Seal Beach, CA 90740-2761
Business Phone: 562-594-1405
Fax Phone: 562-598-5190
david.a.boyer@wfadvisors.com
General Member
South Chapter
Mr. Matt Brown
Attorney
Brown & Streza LLP
8105 Irvine Center Dr. Ste 700
Irvine, CA 92618
Business Phone: 949-453-2900
Fax Phone: 949-453-2916
m.brown@brownandstreza.com
South Chapter
Mr. Larry G. Burkholder
CPA
Ehrenreich, Burkholer & Associates
100 North Westlake Blvd, Ste 203
Westlake, CA 91362
Business Phone: 805-379-3226
Fax Phone: 805-379-9132
larry@westlakecpas.com
North Chapter
C
Mr. Anthony Calloway
The Wealth Preservation Group
10940 Wilshire Blvd. Suite #1600
Los Angeles, CA 90024
Business Phone: 310-443-4227
Fax Phone: 310-443-4200
wpgexitstrategies.com
North Chapter
Ms. Jennifer L. Campbell
Senior Counsel, Legal Affairs
BNY Mellon Wealth Management
400 S. Hope St. 4th Fl.
Los Angeles, CA 90071-2801
Business Phone: 213-553-9611
Fax Phone: 213-629-0495
campbell.j3@mellon.com
North Chapter
Mr. Steven J. Carder
Financial Planner
Sagemark Consulting
18400 Von Karman Ave. Ste. 500
Irvine, CA 92612-0506
Business Phone: 949-660-0661
Fax Phone: 949-757-2624
scarder@attglobal.net
South Chapter
Ms. Rebecca Carlson
Attorney
Stevenson Law Office
14156 Magnolia #200
Sherman Oaks, CA 91423
Business Phone: 818-784-5404
Fax Phone: 818-784-5405
rebeccacarl@verizon.net
North Chapter
Mr. Bret R. Carter
Attorney
Hart, Watters & Carter
12400 Wilshier Blvd. Ste. 500
Los Angeles, CA 90025-1055
Business Phone: 310-826-5202
Fax Phone: 310-442-5202
bretcarter@aol.com
North Chapter
Mr. Dean Catalano
Senior Director
BNY Mellon Wealth Management
10250 Constellation Blvd. Suite 2710
Los Angeles, CA 90067
Business Phone: 310-551-7611
Fax Phone: 310-551-7605
dean.catalano@bnymellon.com
General Member
North Chapter
Ms. Cynthia Catalino
Attorney
Catalino Law Offices
1875 Century Park E, #700
Los Angeles, CA 90067
Business Phone: 310-284-6842
Fax Phone: 310-284-6843
ccatalino@catalinolaw.com
North Chapter
Mr. Chang H. Chae
Attorney
Hoffman, Sabban & Watenmaker
10880 Wilshire Blvd. Ste. 2200
Los Angeles, CA 90024-4123
Business Phone: 310-470-6010
Fax Phone: 310-470-6735
cchae@hswlaw.com
Leadership Circle
North Chapter
Mr. Alex Chalekian
Branch Manager/Financial Consultant
Chalekian Wealth Management
15760 Ventura Blvd. Ste. 1550
Encino, CA 91436-3064
Business Phone: 818-528-3660
Fax Phone: 818-528-3445
alex.chalekian@lpl.com
General Member
North Chapter
Ms. Cory Chew
Bast Insurance Services
20350 Ventura Blvd. Ste 200
Woodland Hills, CA 91364
Business Phone: 818-444-7722
Fax Phone: 323-656-0297
cory@bastinsurance.com
North Chapter
Mr. Robert M. Clark
Financial Advisor
Clark Estate Services
17853 Santiago Blvd. Ste. 107-341
Villa Park, CA 92861-4113
Business Phone: 714-639-6435
Fax Phone: 714-639-1141
info@clarkestateservices.com
South Chapter
Ms. K. Andrea Clark
CPA
Marincovich & Company Accountancy Corp.
29000 S. Western Ave. Ste. 305
Rancho Palos Verdes, CA 90275-0889
Business Phone: 310-831-1255
Fax Phone: 310-831-0133
marincovic@aol.com
Leadership Circle
North Chapter
Mr. Steve Coker
Manchester Financial
2815 Townsgate Rd. Suite 100
Westlake Village, CA 91361
Business Phone: 805-495-4405
Fax Phone: 805-495-4445
steve@mfinvest.com
North Chapter
Ms. Terri Corbett
Financial Advisor
Edward Jones
1341 E. Thousand Oaks Blvd., Ste. 100
Thousand Oaks, CA 91362-6244
Business Phone: 805-494-4646
Fax Phone: 866-445-1039
terri.corbett@edwardjones.com
North Chapter
Mr. Douglas J. Corbin
President
Paragon Charitable Services
4685 MacArthur Ct. Ste. 421
Newport Beach, CA 92660-1855
Business Phone: 949-412-1084
Fax Phone: 949-833-9910
dcorbin3@cox.net
South Chapter
Mr. James Cravotta
First Vice President, Financial Advisor
Morgan Stanley/ The Cravotta Group
8001 Irvine Center Dr., Suite 800
Irvine, CA 92614
Business Phone: 949-341-7836
Fax Phone: 949-788-0615
james.cravotta@morganstanley.com
South Chapter
D
Mr. Michael E. Denzinger
Regional Financial Planner
The Private Client Reserve
4100 Newport Place, Suite 900
Newport Beach, CA 92660
Business Phone: 949-863-2331
Direct Phone: 949-500-9951
michael.denzinger@usbank.com
South Chapter
Mr. James B. Douglass
2nd VP, Financial Advisor & Planning Specialist
Morgan Stanley Smith Barney
609 Deep Valley Dr. Ste. 400
Rolling Hills Estates, CA 90274-3624
Business Phone: 310-544-3615
james.b.douglass@mssb.com
North Chapter
Mr. Rick Downer
Vice President, Financial Advisor
Morgan Stanley
601 S. Figueroa St. 28th Fl
Los Angeles, CA 90017-5704
Business Phone: 213-486-8820
Fax Phone: 213-891-1917
richard.downer@mssb.com
North Chapter
Mr. David Duttenhofer
Investment Advisor
Duttenhofer Advisory Group
110 S. Coast Hwy. Ste. 210A
Laguna Beach, CA 92651
Business Phone: 949-494-6820
davidduttenhofer@msn.com
South Chapter
E
Mr. David J. Elbaz
Attorney at Law
Kopple & Klinger
10866 Wilshire Blvd., Ste 1500
Los Angeles, CA 90024-4357
Business Phone: 310-475-1444
Fax Phone: 310-475-2459
delbaz@kandklaw.com
General Member
North Chapter
F
Mr. Glen C. Farr
Insurance Broker
Farr & Associates, LLC
996 S. Seaward Ave.
Ventura, CA 93001-3737
Business Phone: 805-644-3500
Fax Phone: 805-644-7868
glen@farr-associates.com
Corporate
North Chapter
Mr. Michael J. Farrand
Principle
Higgins, Marcus & Lovett, Inc.
800 S. Figueroa St. Ste. 710
Los Angeles, CA 90017-2538
Business Phone: 213-617-7775
Fax Phone: 213-617-8372
mfarrand@hmlinc.com
North Chapter
Ms. Pamela Finkel
Financial Services Professional
Michel Financial Group / Mass Mutual
1875 Century Park E.
Los Angeles, CA 90067
Business Phone: 310-407-2817
Fax Phone: 310-407-2801
pfinkel@finsvcs.com
North Chapter
Mr. Hank Frazee
President, Insurance, Charitable & Estate Planning
H. W. Frazee & Co.
23679 Calabasas Rd. #309
Calabasas, CA 91302
Business Phone: 310-907-8107
Fax Phone: 818-888-8045
hankfrazee@yahoo.com
General Member
North Chapter
Mr. Jay D. Fullman
Attorney at Law
Jay D. Fullman, A Professional Corp.
800 S. Beach Blvd. Ste. A
La Habra, CA 90631-6480
Business Phone: 562-694-6005
Fax Phone: 562-697-7700
jdfullman@mminternet.com
South Chapter
G
Mr. Eugene Edward Gourdeau
CPA
Gourdeau & Associates
5018 Evanwood Avenue
Oak Park, CA 91377
Business Phone: 818-262-1979
Fax Phone: 818-865-2992
gene.gourdeau@gmail.com
General Member
North Chapter
Ms. Zena Greenspan
CPA
Greenspan & Aaronson
3843 S. Soto St.
Vernon, CA 90058-1718
Business Phone: 323-585-8044
Fax Phone: 323-588-2411
zena@gacpa.com
North Chapter
H
Mr. Casey Hale
Attorney
Brown & Streza LLP
8105 Irvine Center Dr. Ste 700
Irvine, CA 92618
Business Phone: 949-453-2900
Fax Phone: 949-453-2916
c.hale@brownandstreza.com
South Chapter
Ms. Jane Beaumont Hall
Attorney at Law
Law Office of Jane Beaumont Hall
528 Arizona Ave., Suite 317
Santa Monica, CA 90401
Business Phone: 310-319-0300
Fax Phone: 310-395-9865
jane@janebhall.com
General Member
North Chapter
Ms. Lisa Harwood
Vice President Manager, Foundation Services
Whittier Trust Company
625 Fair Oaks Ave #360
S. Pasadena, CA 91030
Business Phone: 626-403-3280
Fax Phone: 626-441-3672
lharwood@whittiertrust.com
General Member
North Chapter
Mr. Carsten Hoffmann
Managing Director
FMV Opinions, Inc.
c/o Yumi Sumitomo
3333 Michelson Dr., Ste. 900
Irvine, CA 92612-0654
Business Phone: 949-759-4499
Fax Phone: 949-759-4498
choffmann@fmv.com
South Chapter
Mr. Richard Holmgren
CPA
Holmgren & Hawkins
1201 Dove St. Ste. 495
Newport Beach, CA 92660-2823
Business Phone: 949-644-8244
Fax Phone: 949-721-9923
rch@hh-cpa.com
General Member
South Chapter
Ms. Sang N. Hong
Wells Fargo Bank, N.A.
11601 Wilshire Blvd, 17th Floor
Los Angeles, CA 90025
Business Phone: 310-444-6562
Fax Phone: 310-444-6510
sang.n.hong@wellsfargo.com
North Chapter
Mr. Donald A. Hunsberger
Attorney at Law
Donald A. Hunsberger AAL
625 The City Dr. S. Ste. 345
Orange, CA 92868-4913
Business Phone: 714-663-8000
Fax Phone: 714-750-5665
Don@HunsbergerLaw.com
Leadership Circle
South Chapter
J
Mr. Christopher B. Johnson
Senior Vice President, Senior Trust Officer
U.S. Trust, Bank of America Private Wealth Management
515 South Flower Street, Suite 2700
los Angeles, CA 90071
Business Phone: 213-861-5153
cbjohnson@ustrust.com
North Chapter
K
Mr. Matthew R. Kanner
The Kanner Group of Re/Max Commercial Brokerage
280 S. Beverly Dr. Ste. 304
Beverly Hills, CA 90212
Business Phone: 310-385-9033
Fax Phone: 323-395-0680
mkanner@thekannergroup.com
North Chapter
Mr. Larry Koeppel
Consultant
Gold Coast Securities/RBC
18757 Burbank Boulevard
Suite 127
Tarzana, CA 91356
Business Phone: 310-601-4178
Fax Phone: 310-601-4179
lkoeppel@gcsec.com
North Chapter
Mr. William F. Kruse
Attorney
Lagerlof, Senecal, Bradley, Gosney and Kruse, LLP
301 N. Lake Ave. 10th Fl.
Pasadena, CA 91101-4107
Business Phone: 626-793-9400
Fax Phone: 626-793-5900
wfkruse@lagerlof.com
General Member
North Chapter
L
Mr. Carl J. Lambert
President
Lambert Investments, Inc.
2001 Wilshire Blvd. Ste. 505
Santa Monica, CA 90403-5640
Business Phone: 310-453-9656
Fax Phone: 310-829-6288
carl@lambertinc.com
Leadership Circle
North Chapter
M
Mr. Andrew P. Marincovich
CPA
Marincovich & Company Accountancy Corporation
29000 S. Western Ave. Ste. 305
Rancho Palos Verdes, CA 90275-0889
Business Phone: 310-831-1255
Fax Phone: 310-831-0133
marincovic@aol.com
Leadership Circle
North Chapter
Ms. Frances R. Marshall
Vice President / Senior Trust Officer
U.S. Trust Bank of America
450 B. Street, 20th Floor
San Diego, CA 92101
Business Phone: 619-515-5671
Mr. Elliot Matloff
Matloff Insurance
9601 Wilshire Blvd. #1204
Beverly Hills, CA 90210
Business Phone: 310-858-5970
Fax Phone: 310-274-2565
elliot@matloffcompany.com
North Chapter
Mr. Charles J. McLucas
Trust Administrator and Consultant
Charitable Trust Administrators, Inc.
17501 East 17th St. Suite 100
Tustin, CA 92708
Business Phone: 714-508-9100
Fax Phone: 714-508-9102
cmclucas@ctai-ca.com
South Chapter
Ms. Elizabeth Mensik-Ghysels
Senior Vice President and Wealth Advisor
Wells Fargo Private Bank
11601 Wilshire Blvd. 17th Floor
Los Angeles, CA 90025
Business Phone: 310-444-6559
Fax Phone: 310-444-6510
elizabeth.mensik@wellsfargo.com
North Chapter
Ms. Kim S. Millman
Attorney
Kim Millman Law
21700 Oxnard St, 7th Floor
Woodland Hills, CA 91367
Business Phone: 818-340-5765
Fax Phone: 818-267-5558
kim@kimmillmanlaw.com
General Member
North Chapter
Mr. Gary Minkin
Principal
United American Financial Services of California
P.O. Box 3515
Granada Hills, CA 91394-0515
Business Phone: 818-363-2211
Fax Phone: 818-368-4428
garyminkin@earthlink.net
General Member
North Chapter
Mr. Randall Moler
Moler Capital Management
9070 Irvine Center Drive Ste 240
Irvine, CA 92618
Business Phone: 949-748-3993
Fax Phone: 949-748-3995
mcm@molercapital.com
South Chapter
Ms. Melanie Monestere
Associate
McDermott Will & Emery LLP
2049 Century Park East Suite 3880
Los Angeles, CA 90067
Business Phone: 310-551-9385
Fax Phone: 310-277-4730
mmonestere@mwe.com
North Chapter
N
Mr. Ofer J. Nadler
Insurance Professional/Consultant
2828 Cochran Street, #318
Simi Valley, CA 93065
Business Phone: 310-729-8489
mrckm8@sbcglobal.net
North Chapter
O
Ms. Susan J. Ollweiler
Jess S. Morgan & Co., Inc.
5900 Wilshire Blvd., Ste. 2300
Los Angeles, CA 90036
Business Phone: 323-634-2431
sollweiler@jsmco.com
North Chapter
Mr. Connolly Oyler
Attorney
Oyler & Woldman
100 Wilshire Boulevard, Suite 950
Santa Monica, CA 90401
Business Phone: 310-917-1040
Fax Phone: 310-917-1041
info@connollyoyler.com
North Chapter
P
Ms. Kris Paden
Estate Planning Attorney
Personalized Wealth Preservation,
Estate, Tax, & Special Needs Planning, and Asset Protection
19528 Ventura Blvd. # 128
Tarzana, CA 91356-2917
Business Phone: 818-883-6031
Fax Phone: 818-883-6041
krispaden@earthlink.net
General Member
North Chapter
Ms. Bonnie Pastor
Attorney
Law Offices of Bonnie Pastor
7421 Beverly Blvd., Suite 12
Los Angeles, CA 90036
Business Phone: 323-782-9170
Fax Phone: 866-353-0320
bonniepastor@gmail.com
North Chapter
Mr. Timothy Cahill Pickart
Attorney
Law Offices of Timothy Cahill Pickart
111 Corporate Drive, Suite #260
Ladera Ranch, CA 92694
Business Phone: 949-400-3183
tim@pickartlaw.com
South Chapter
Mr. Rob Proano
Financial Advisor
Planned Estate Services
2815 Townsgate Rd., Ste. #215
Westlake, CA 91361-5827
Business Phone: 805-379-4400
Fax Phone: 805-557-4966
rproano@metlife.com
North Chapter
Ms. Erin L. Prouty
Attorney
Hoffman, Sabban & Watenmaker
10880 Wilshire Blvd. Ste. 2200
Los Angeles, CA 90024-4123
Business Phone: 310-470-6010 x3312
Fax Phone: 310-470-6735
prouty@hswlaw.com
Leadership Circle
North Chapter
R
Mr. Matthew L. Rayer
CPA
Temo A. Arjani & Co. LLP
310 E. Colorado Blvd., Suite 426
Pasadena, CA 91101
Business Phone: 626-578-1978
Fax Phone: 626-578-1639
mrayer@arjani.com
General Member
North Chapter
Mr. Brian C. Rees
Sr. Vice President, Branch Manager
Liberty Group LLC
24361 El Toro Rd. Ste. 135
Laguna Woods, CA 92637-8898
Business Phone: 949-340-8590
Fax Phone: 949-340-8599
brees@libertygrp.net
Leadership Circle
South Chapter
Ms. M. Debra Reno
CPA
M. Debra Reno, CPA
528 Arizona Ave. Ste. 205
Santa Monica, CA 90401-1419
Business Phone: 310-587-2380
Fax Phone: 310-587-2382
debra@mdrenocpa.com
General Member
North Chapter
Mr. Jay A. Richardson
Vice President, Senior Investment Advisor
Wilmington Trust
10250 Constellation, Ste 2800
Los Angeles, CA 90067
Business Phone: 310-300-3050
Fax Phone: 310-300-3051
jrichardson@wilmingtontrust.com
North Chapter
S
Mr. Neal S. Salisian
Senior Vice President/ Director of Marketing
RNC Genter Capital Management
11601 Wilshire Blvd.
Los Angeles, CA 90025-1770
Business Phone: 310-477-6543
Fax Phone: 310-479-6406
nsalisian@rncgenter.com
General Member
North Chapter
Dr. Claudia B. Sangster
Director, Philanthropy Services
Harris myCFO, Inc.
1901 Avenue of the Stars 2nd Fl.
Los Angeles, CA 90067-6001
Business Phone: 310-407-1141
Fax Phone: 310-407-1197
claudia.sangster@harrismycfo.com
Leadership Circle
North Chapter
Ms. Barbara Schwartz
Pension Actuary
Consult BJS
9714 Oak Pass Rd
Beverly Hills, CA 90210-1223
Business Phone: 310-259-0552
Fax Phone: 310-550-0525
consultbjs@aol.com
North Chapter
Mr. Anthony Segala
Vice President, Charitable Planning Consultant
Fidelity Investments
2361 Rosecrans Avenue, Suite 370
El Segundo, CA 90245
Business Phone: 310-384-9406
anthony.segala@fmr.com
Corporate Member
North Chapter
Mr. Randy Spiro
Attorney
Brown, Altshuler & Spiro
9301 Wilshire Blvd. Ste. 504
Beverly Hills, CA 90210-6149
Business Phone: 310-275-4475
Fax Phone: 310-858-6763
rspiro@earthlink.net
General Member
North Chapter
Ms. Merilyn M. Steele
Attorney & CPA
Messner Steele Law Office
701 Palomar Airport Rd. Ste. 300
Carlsbad, CA 92011-1028
Business Phone: 760-931-5640
Fax Phone: 760-804-3868
msteele@mmslawoffice.com
Leadership Circle
South Chapter
Mr. James D. Stephens
Attorney & Counselor
Law Offices of James D. Stephens
141 Duesenberg Dr. Ste. 7B
Westlake Village, CA 91362-3472
Business Phone: 805-494-4569
Fax Phone: 805-373-9277
jdstephens1@cs.com
General Member
North Chapter
Mr. Todd Stevenson
Attorney
Stevenson Law Office
141456 Magnolia Blvd, Suite 200
Sherman Oaks, CA 91423
Business Phone: 818-784-5404
Fax Phone: 818-784-5404
todd@stevensonlawoffice.com
North Chapter
Ms. Dyana M. Stewart
Whittier Trust Company
1600 Huntington Drive
South Pasadena, CA 91030
Business Phone: 626-441-5111
Fax Phone: 626-441-0420
dstewart@whittiertrust.com
General Member
North Chapter
Ms. Melissa C. Street
Attorney
Nordman Cormany Hair & Compton
1000 Town Center Dr.
Oxnard, CA 93036-1100
Business Phone: 805-988-8308
Fax Phone: 805-988-7708
mwaters@nchc.com
North Chapter
Mr. Randall N. Swanson
Attorney
Law Offices of Randall Swanson, APC
31255 Cedar Valley Dr. #213
Westlake Village, CA 91362
Business Phone: 818-883-3636
Fax Phone: 818-883-3630
swanson.esq@justice.com
North Chapter
T
Mr. Mark Tattersall
Agent/Broker
Tattersall Insurance Agency
310 N. Westlake Blvd., Suite 240
Westlake Village, CA 91362
Business Phone: 805-496-8255
Fax Phone: 805-496-9897
Mark@back9ins.com
Corporate Member
North Chapter
Mr. Brett Tattersall
Marketing Director
Back 9 Insurance
310 N. Westlake Blvd., #240
Westlake Village, CA 91362
Business Phone: 805-557-1533
Fax Phone: 805-557-1503
brett@back9ins.com
Corporate Member
North Chapter
Ms. Lisa J. Tepper
Vice President, Client Services Manager
Wells Fargo Bank
333 S. Grand Ave., Ste. 2000
Los Angeles, CA 90071-1524
Business Phone: 213-253-3345
Fax Phone: 310-253-7202
lisa.j.tepper@wellsfargo.com
North Chapter
Mr. Walter Tharp
Capital Financial Advisors
22241 Pacific Coast Hwy #B
Malibu, CA 90265
Business Phone: 310-444-7191
Fax Phone: 310-444-7190
walter@thinkcfa.com
North Chapter
Ms. Maria A. Thieman
Vice President & Senior Trust Officer
Bank of the West
300 S. Grand Ave, 6th Floor
Los Angeles, CA 90071
Business Phone: 213-972-0271
Fax Phone: 213-972-0426
maria.thieman@bankofthewest.com
North Chapter
V
Ms. Ann L. Van Dormolen
President & CEO
Philanthropic Administration
6167 Bristol Pkwy. Ste. 140
Culver City, CA 90230-6611
Business Phone: 310-670-7411
Fax Phone: 928-833-7626
ann@paiservices.com
North Chapter
Mr. Scott Voltz
Hedge Fund Manager
Commercial Realty Advisors
27201 Tourney Rd. Ste. 201
Valencia, CA 91355-1804
Business Phone: 661-259-8009
psvoltz@earthlink.net
General Member
North Chapter
W
Ms. Georgia C. Wahl
P.O. Box 60606
Irvine, CA 92602-6020
Business Phone: 626-347-1288
Fax Phone: 949-760-1678
georgiagregwahl@yahoo.com
General Member
South Chapter
Mr. Cedric Lee Watkins
President and Chief Executive Officer
TWG & Associates, LLC
5120 W. Goldleaf Cir. Ste. 170
Los Angeles, CA 90056-1283
Business Phone: 323-782-8991
Fax Phone: 323-291-4026
Leadership Circle
North Chapter
Mr Rick S. Weiner
Director, Attorney
The Busch Firm
2532 Dupont Drive
Irvine, CA 92612
Business Phone: 949-474-7368
eFax Phone: 603-288-5560
rweiner@buschfirm.com
South Chapter
Ms. Michelle C. Weinstein
Assistant Vice President, Trust and Estate Advisor
Wells Fargo Family Wealth Group
333 S. Grand Ave., Ste. 2000
Los Angeles, CA 90071-1524
Business Phone: 213-253-6279
Fax Phone: 310-253-7202
michelle.c.weinstein@wellsfargo.com
North Chapter
Z
Mr. Steven Zorn
Financial Advisor
Morgan Stanley Smith Barney
1453 3rd St. Suite 200
Santa Monica, CA 90401
Business Phone: 310-319-5212
Fax Phone: 310-319-5275
steven.zorn@mssb.com
North Chapter
