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The Center for Estate and Gift Planning

Membership Directory - Alphabetical

A | B | C | D | E | F | G | H | J | K | L | M | 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. 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

Ms. Vera Aynilian
Investment Representitive
First Bank / First Brokerage America LLC
23755 W. Malibu Rd.
Malibu, CA 90265
Business Phone: 310-456-5579
Fax Phone: 310-317-1465
vera.ayniliankaprielian@fbol.com
North Chapter

Top

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

Mr. Scott E. Bishop
Managing Partner / Portfolio Manager
Mountain-Bishop Private Wealth Management
100 W. Broadway, Suite 660
Long Beach, CA 90802
Business Phone: 562-432-3783
Fax Phone: 562-432-3784
sbishop@wfafinet.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. Timothy Brown
Financial Advisor
360 Wealth Resources, LLC
4435 Alla Rd. #4
Marina Del Rey, CA 90292
Business Phone: 310-821-2255
tim@360wealthresources.com
North 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

Top

C

Ms. Dayla Cabeza de Vaca
Wealth Advisor
2790 Skypark Drive, Suite 108
Torrance, CA 90505
Business Phone: 310-861-6762
Fax Phone: 310-437-8690
daylac@financialguide.com
North Chapter

Mr. Tom Caldwell
Attorney
The Law Offices of Thomas F. Caldwell
21900 Burbank Blvd. Third Floor
Woodland Hills, CA 91367
Business Phone: 818-992-2921
tom@caldwelllaw.us
www.caldwelllaw.us

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. 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

Ms. Tiffany K. Chiu
Attorney
Tiffany K. Chiu, Attorney at Law
2205 E. Chapman Ave.
Fullerton, CA 92831
Business Phone: 714-723-2333
Fax Phone: 714-451-1388
tiffany@tchiulaw.com
South 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
Vice President - Investments
Wells Fargo Advisors
2829 Townsgate Rd, Suite 215
Westlake Village, CA 91361
Business Phone: 805-777-8398
terri.corbett@wellsfargo.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

Top

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. Jonathan Donfeld
Financial Advisor
AXA Advisors
11845 W. Olympic Blvd., Ste 110
Los Angeles, CA 90064
Business Phone: 310-231-7775
jonathan.donfeld@axa-advisors.com
North 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

Ms. Lindsey A. Duro
Attorney
108 Culver Blvd.
Playa Del Rey, CA 90293
Business Phone: 310-913-5912
Fax Phone: 310-305-0031
lyndseyadams23@yahoo.com
North Chapter

Mr. David Duttenhofer
Investment Advisor
Duttenhofer Advisory Group
1110 S. Coast Hwy. Ste. 210A
Laguna Beach, CA 92651
Business Phone: 949-494-6820
davidduttenhofer@msn.com
South Chapter

Top

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

Top

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. Donald W. Flaig
Attorney
The Flaig Law Firm
5707 Corsa Ave - Suite 104
Westlake Village, CA 91362
Business Phone: 818-338-7620
Fax Phone: 818-338-7623
dflaig@flaiglawfirm.com

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: 310-907-5220
hwf@hwfrazee.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

Top

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

Top

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

Top

J

Mr. Jimmy Jacobs
Jacobs Insurance Services
530 New Los Angeles Ave, Ste. 206
Moorpark, CA 93021
Business Phone: 805-523-8200
jim@jpjacobs.com
North Chapter

Mr. Daniel Scott Johnson
Financial Advisor
Merrill Lynch Wealth Management
100 Wilshire Blvd. Fl. 3
Santa Monica, CA 90401
Business Phone: 310-996-2090
Fax Phone: 310-256-2065
danielscott.johnson@ml.com
North Chapter

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

Top

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. Valdemar Keckin
Financial Advisor
Wedbush Securities, Inc.
3726 Sawtelle Blvd., #5
Los Angeles, CA 90066-3459
Business Phone: 858-583-0615
val.keckin@verizon.net
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

Top

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

Top

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
North Chapter

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. Kristina Meyer
Attorney
Moss Adams LLP
21700 Oxnard St. Ste. 300
Woodland HiIls, CA 91367-7561
Business Phone: 818-577-1908
Fax Phone: 818-577-1899
Kristina.Meyer@mossadams.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

Ms. Florence Mintzlaff
Private Professional Fiduciary
Mintzlaff Fiduciary Services
19360 Rinaldi St., Suite 143
Northridge, CA 91326
Business Phone: 818-632-2351
florence.mintzlaff@gmail.com
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

Mr. Daniel Morse
Attorney
Keller Williams
6078 Shadycreek Dr.
Agoura Hills, CA 91301
Business Phone: 818-963-9183
morselaw@gmail.com
North Chapter

Top

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

Top

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. 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

Top

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

Mr. Sean Reeves
Charles Schwab & Co., Inc.
2020 Main Street, Ste 160
Irvine, CA 92601
Business Phone: 949-955-4082
sean.reeves@schwab.com
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

Top

S

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. 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

Top

T

Ms. Lisa J. Tepper
Director, Client Services
Abbot Downing
707 Wilshire Blvd, Suite 5400
Los Angeles, CA 90071
Business Phone: 213-688-3842
Fax Phone: 310-266-9967
lisa.tepper@abbotdowning.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

Mr. Keith A. Tobias
CPA
Red Plane Enterprises
P.O. Box 666
La Canada Flintridge, CA 91012-0666
Business Phone: 818-281-7321
Fax Phone: 818-790-6002
katobias@redplane.com
North Chapter

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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

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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

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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