The Center for Estate and Gift Planning
Membership Directory - Alphabetical
A | B | C | E | F | G | H | J | K | L | M | N | O | P | R | S | T | V | W | Z
A
Mr. Terrill Alford
CPA
Ehrenreich, Burmache & Burkholder
100 North Westlake Blvd, Ste 203
Westlake, CA 91362
Business Phone: 805-379-3226
Fax Phone: 805-379-9132
terill@westlakecpas.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
erickbaer@aol.com
North Chapter
Ms. Sim Bajaj
Financial Advisor
AXA Advisors, LLC
21700 Oxnard Street, Suite 1100
Woodland Hills, CA 91367
Business Phone: 818-703-7800
Fax Phone: 818-992-6134
simran.bajaj@axa-advisors.com
North Chapter
Mr. Randy A. Barmache
CPA
Ehrenreich, Burmache & Burkholder
100 North Westlake Blvd, Ste 203
Westlake, CA 91362
Business Phone: 805-379-3226
Fax Phone: 805-379-9132
randy@westlakecpas.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. 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. Mitchell G. Bredefeld
RAIA, Bredefeld & Associates P.C.
23805 Stuart Ranch Rd. #101
Malibu, CA 90265
Business Phone: 310-317-4608
Fax Phone: 310-317-4839
mbredefeld@rba-cpa.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
Ms. Emily Bullis
Vice President Wealth Management Advisor
First American Trust
5 First American Way
Santa Ana, CA 92707
Business Phone: 714-250-8129
Fax Phone: 714-481-8629
ebullis@firstam.com
South Chapter
Mr. Larry G. Burkholder
CPA
Ehrenreich, Burmache & Burkholder
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. 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
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
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. Andrew B. Cook
Financial Representative
Northwestern Mutual Financial Network
600 W. Broadway, Suite 9600
San Diego, CA 92101
Business Phone: 858-431-6512
Fax Phone: 619-234-2911
andrew.b.cook@nmfn.com
General Member
South 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
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
Mr. Matthew Thomas Elwood
Financial Representative
Northwestern Mutual Financial Network
21800 Oxnard St. Ste. 800
Woodland Hills, CA 91367-3655
Business Phone: 818-610-7062
Fax Phone: 818-703-7557
matt.elwood@nmfn.com
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
Principal
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.
21800 Oxnard St. Ste. 1160
Woodland Hills, CA 91367-3657
Business Phone: 818-888-8500
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
Mr. Richard C. Fyke
President
Fyke Financial Services
4001 Macarthur Blvd., Ste. 101
Newport Beach, CA 92660-2508
Business Phone: 949-251-1002
Fax Phone: 949-251-0515
rfyke@aol.com
South Chapter
G
Mr. Barry Garapedian
Senior Vice President
SmithBarney Citigroup
550 N. Brand Blvd., Ste. 1000
Glendale, CA 91203-1966
Business Phone: 818-409-0741
Fax Phone: 818-244-7623
North Chapter
Ms. Megan Genovese
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
megangenovese@msn.com
South Chapter
Ms. Elizabeth 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
Mr. Jeffrey C. Goodrich
Vice President/Senior Wealth Advisor
Union Bank of California
Wealth Management
2393 Townsgate Road, Suite 200
Westlake Village, CA 91361
Business Phone: 805-557-7407
Fax Phone: 805-557-0912
jeffrey.goodrich@uboc.com
General Member
North Chapter
Mr. C. Spencer Gould
Vice President
Fiduciary Trust Company International
444 South Flower Street 32nd Floor
Los Angeles, CA 90071
Business Phone: 213-596-8624
Fax Phone: 213-596-8675
sgould@ftci.com
General Member
North Chapter
Mr. Eugene Edward Gourdeau
CPA
Winningham Becker & Company
21031 Ventura Blvd. Ste. 1000
Woodland Hills, CA 91364-2227
Business Phone: 818-598-6525
Fax Phone: 818-598-6535
ggourdeau@wbac.com
General Member
North Chapter
Mr. Daniel J. Gray
Vice President, Private Wealth Management
Deutsche Bank
2000 Avenue of the Stars, Suite 910-N
Los Angeles, CA 90067
Business Phone: 310-788-6167
Fax Phone: 213-985-2437
dan.gray@db.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
Mr. Jeff S. Hamamoto
Attorney
Lamb & Kawakami LLP
333 S. Grand Ave, Ste. 4200
Los Angeles, CA 90071
Business Phone: 213-630-5565
Fax Phone: 213-630-5555
jhamamoto@lamb-kawakami.com
North Chapter
Mr. Jeffrey Harwood
President
Ventura Advisors
21860 Burbank Blvd., Ste. 100
Woodland Hills, CA 91367-7437
Business Phone: 818-857-5080
Fax Phone: 818-704-0400
harwoodj@venturaadvisors.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. Seth Alan Haye
Second Vice President - Wealth Management
SmithBarney Citigroup
550 N. Brand Blvd. Ste. 1000
Glendale, CA 91203-1966
Business Phone: 818-409-0799
Fax Phone: 818-244-7623
seth.haye@smithbarney.com
North Chapter
Mr. Burton Heiss
Financial Representitive
Strategic Financial Group
515 S. Flower St. Fl 33
Los Angeles, CA 90071
Business Phone: 213-243-4458
Fax Phone: 213-243-7001
burton.heiss@nmfn.com
North Chapter
Mr. Lance W. Helfert
President
West Coast Asset Management
2151 Alessandro Dr. Ste. 100
Ventura, CA 93001-3746
Business Phone: 805-653-5333
Fax Phone: 805-648-6468
ecantrell@wcam.com
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
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
Attorney
Russakow, Ryan & Johnson
225 S. Lake Ave. 10th Fl.
Pasadena, CA 91101-3005
Business Phone: 6256-683-8869
Fax Phone: 626-683-8870
cjohnson@rrjlaw.com
North Chapter
Mr. Dana Johnson
Financial Advisor
Morgan Stanley
One World Trade Center, Ste 2000
Long Beach, CA 90831
Business Phone: 562-901-4300
Fax Phone: 562-436-8746
dana.a.johnson@morganstanley.com
South Chapter
Ms. Julie Johnston
Insurance Professional
Succession Capital Alliance
4695 MacArthur Ct, 10th Floor
Newport Beach, CA 92660
Business Phone: 714-925-6331
Fax Phone: 949-794-1886
jjohnston@successioncapital.com
South Chapter
K
Mr. Christopher F. Kelly
Financial Advisor
Liberty Capital Management
1811 E. Garry Avenue
Santa Ana, CA 92705
Business Phone: 949-724-8848
Fax Phone: 949-724-8805
ckelly@libertycapitalmgt.com
South Chapter
Mr. Sherwood C. Kingsley
Treasurer
Los Angeles Philanthropic Foundation
P.O. Box 411508
Los Angeles, CA 90041-8508
Business Phone: 866-559-8903
Fax Phone: 213-947-1102
skingsleycpa@sbcglobal.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
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
Ms. Pamela Maloney
Financial Consultant
Charitable Trust Administrators, Inc.
17501 East 17th St. Suite 100
Tustin, CA 92708
Business Phone: 714-508-9100
Fax Phone: 714-508-9102
pmaloney@ctai-ca.com
South Chapter
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
US Trust Bank of America
2049 Country Park East, 2nd Fl
Los Angeles, CA 90067
Business Phone: 310-785-6146
Fax Phone: 310-785-6146
frances.r.marshall@ustrust.com
North Chapter
Mr. Michael S. Martin
Owner/Broker
Martin Real Estate Investment Co.
4 Dorchester Green
Laguna Niguel, CA 92677
Business Phone: 949-292-3447
Fax Phone: 949-661-6964
mikemartin1@ymail.com
General Member
South 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. Kim S. Millman
Attorney
Law Offices of Jeffrey Zabner
4165 E. Thousand Oaks Blvd., Ste. 301
Westlake Village, CA 91362-3848
Business Phone: 805-374-2777
Fax Phone: 805-381-0787
kmillman@zabnerlaw.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. 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
Registered Representative
AFA Financial Group, LLC
2828 Cochran Street, #318
Simi Valley, CA 93065
Business Phone: 310-729-8489
Fax Phone: 805-306-0660
Onadler@afamail.com
North Chapter
O
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
3810 East Coast Highway, Suite #4
Corona del Mar, CA 92625
Business Phone: 949-400-3183
tcpickart@hotmail.com
South Chapter
Mr. Rob Proano
Financial Advisor
Planned Estate Services
2815 Townsgate Rd., Ste. #215
Westlake Village, 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
Mr. James Wynn Regitz
President
Newport Advisory, LLC
4695 Macarthur Ct. Ste. 480
Newport Beach, CA 92660-8855
Business Phone: 949-622-9000
Fax Phone: 949-622-9001
jim@newportadvisory.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
Mr. Charles A. Rodgers
Senior Investment Strategist
Wells Fargo Family Wealth Group
333 S. Grand Ave., Ste. 2000
Los Angeles, CA 90071-1524
Business Phone: 213-253-6290
Fax Phone: 310-253-7202
charles.a.rodgers@wellsfargo.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. Gene M. Sokolski
President
Pacific Associates Insurance Agency
12832 Valley View St. Ste. 213
Garden Grove, CA 92845-2514
Business Phone: 714-899-4499 x29
Fax Phone: 714-899-4498
genesokolski@pacinsurance.com
General Member
South 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
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
mstreet@nchc.com
South 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. 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
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
tatterins@aol.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
Ms. Maria A. Thieman
Vice President, Trust Services
Mellon Bank
400 S. Hope St. Ste. 400
Los Angeles, CA 90071-2905
Business Phone: 213-553-9507
Fax Phone: 213-629-0495
thieman.m@mellon.com
General Member
North Chapter
Mr. Doron M. Tisser
Attorney
Doron M. Tisser, AAL
5425 Farralone Ave. Ste. 100
Woodland Hills, CA 91367-6312
Business Phone: 818-226-9125
Fax Phone: 818-226-9126
doron@tisserlaw.com
General Member
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
Ms. Lillian W. Wyshak
Attorney
Lillian Worthing Wyshak, Attorney at Law
117 N Clark Dr
Beverly Hills, CA 90211
Business Phone: 310-657-0231
lillin@pacbell.net
General Member
North Chapter
Z
Mr. Howard B. Zisblatt
Attorney
The Law Offices of Howard B. Zisblatt
1901 Avenue of the Stars Ste. 1020
Los Angeles, CA 90067-6036
Business Phone: 310-272-1395
Fax Phone: 310-272-1398
howard@fzklaw.com
North Chapter
