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The Center for Estate and Gift Planning

Membership Directory - Company Name

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360 Wealth Resources, LLC
Mr. Timothy Brown

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A

Abbot Downing
Ms. Lisa J. Tepper

AFA Financial Group
Mr. Erick Baer

AXA Advisors
Mr. Jonathan Donfeld

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B

Bank of the West
Ms. Maria A. Thieman

Bast Insurance Services
Ms. Cory Chew

BNY Mellon Wealth Management
Ms. Jennifer L. Campbell
Mr. Dean Catalano

Brown & Streza LLP
Mr. Matt Brown
Mr. Casey Hale

Brown, Altshuler & Spiro
Mr. Randy Spiro

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C

Capital Financial Advisors
Mr. Walter Tharp

Catalino Law Offices
Ms. Cynthia Catalino

Chalekian Wealth Management
Mr. Alex Chalekian

Charitable Trust Administrators, Inc.
Mr. Charles J. McLucas

Charles Schwab & Co., Inc.
Mr. Sean Reeves

Christian Children's Fund
Ms. Athena Boulgarides

Clark Estate Services
Mr. Robert M. Clark

Commercial Realty Advisors
Mr. Scott Voltz

Consult BJS
Ms. Barbara Schwartz

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D

Donald A. Hunsberger AAL
Mr. Donald A. Hunsberger

Duttenhofer Advisory Group
Mr. David Duttenhofer

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E

Ehrenreich, Burkholer & Associates
Mr. Larry G. Burkholder

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F

Farr & Associates, LLC
Mr. Glen C. Farr

Fidelity Investments
Mr. Anthony Segala

First Bank / First Brokerage America LLC
Ms. Vera Aynilian

FMV Opinions, Inc.
Mr. Carsten Hoffmann

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G

Gifford, Dearing & Abernathy, LLP
Ms. Michele L. Abernathy

Gold Coast Securities/RBC
Mr. Larry Koeppel

Gourdeau & Associates
Mr. Eugene Edward Gourdeau

Greenspan & Aaronson
Mr. Dale Aaronson
Ms. Zena Greenspan

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H

H. W. Frazee & Co.
Mr. Hank Frazee

Harris myCFO, Inc.
Dr. Claudia B. Sangster

Higgins, Marcus & Lovett, Inc.
Mr. Michael J. Farrand

Hoffman, Sabban & Watenmaker
Mr. Chang H. Chae
Ms. Erin L. Prouty

Holmgren & Hawkins
Mr. Richard Holmgren

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J

Jacobs Insurance Services
Mr. Jimmy Jacobs

Jay D. Fullman, A Professional Corp.
Mr. Jay D. Fullman

Jess S. Morgan & Co., Inc.
Ms. Susan J. Ollweiler

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K

Keller Williams
Mr. Daniel Morse

Keller Williams Realty
Mr. Jordan Bennett

Kim Millman Law
Ms. Kim S. Millman

Kopple & Klinger
Mr. David J. Elbaz

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L

Lagerlof, Senecal, Bradley, Gosney and Kruse, LLP
Mr. William F. Kruse

Lambert Investments, Inc.
Mr. Carl J. Lambert

Law Office of Jane Beaumont Hall
Ms. Jane Beaumont Hall

Law Offices of Bonnie Pastor
Ms. Bonnie Pastor

Law Offices of Randall Swanson, APC
Mr. Randall N. Swanson

Liberty Group LLC
Mr. Brian C. Rees

Lincoln Financial Securities Corporation
Mr. Robert L. Baumann

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M

M. Debra Reno, CPA
Ms. M. Debra Reno

Manchester Financial
Mr. Steve Coker

Marincovich & Company Accountancy Corp.
Ms. K. Andrea Clark

Marincovich & Company Accountancy Corporation
Mr. Andrew P. Marincovich

Mary L. Ankerbrand, Inc. A Professional Law Corporation
Ms. Mary L. Ankerbrand

Matloff Insurance
Mr. Elliot Matloff

McDermott Will & Emery LLP
Ms. Melanie Monestere

Merrill Lynch Wealth Management
Mr. Daniel Scott Johnson

Messner Steele Law Office
Ms. Merilyn M. Steele

Michel Financial Group / Mass Mutual
Ms. Pamela Finkel

Mintzlaff Fiduciary Services
Ms. Florence Mintzlaff

Moler Capital Management
Mr. Randall Moler

Morgan Stanley
Mr. Rick Downer

Morgan Stanley Smith Barney
Mr. James B. Douglass
Mr. Steven Zorn

Morgan Stanley/ The Cravotta Group
Mr. James Cravotta

Moss Adams LLP
Ms. Kristina Meyer

Mountain-Bishop Private Wealth Management
Mr. Scott E. Bishop

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N

Nordman Cormany Hair & Compton
Ms. Melissa C. Street

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O

Oyler & Woldman
Mr. Connolly Oyler

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P

Paragon Charitable Services
Mr. Douglas J. Corbin

Personalized Wealth Preservation,
Ms. Kris Paden

Philanthropic Administration
Ms. Ann L. Van Dormolen

Planned Estate Services
Mr. Rob Proano

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R

Red Plane Enterprises
Mr. Keith A. Tobias

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S

Sagemark Consulting
Mr. Steven J. Carder

Stevenson Law Office
Ms. Rebecca Carlson
Mr. Todd Stevenson

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T

Temo A. Arjani & Co. LLP
Mr. Matthew L. Rayer

The Busch Firm
Mr Rick S. Weiner

The Flaig Law Firm
Mr. Donald W. Flaig

The Kanner Group of Re/Max Commercial Brokerage
Mr. Matthew R. Kanner

The Law Offices of Thomas F. Caldwell
Mr. Tom Caldwell

The Private Client Reserve
Mr. Michael E. Denzinger

Tiffany K. Chiu, Attorney at Law
Ms. Tiffany K. Chiu

TWG & Associates, LLC
Mr. Cedric Lee Watkins

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U

U.S. Trust Bank of America
Ms. Frances R. Marshall

U.S. Trust, Bank of America Private Wealth Management
Mr. Christopher B. Johnson

United American Financial Services of California
Mr. Gary Minkin

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W

Wedbush Securities, Inc.
Mr. Valdemar Keckin

Wells Fargo Advisors
Ms. Terri Corbett

Wells Fargo Advisors, LLC
Mr. David Albert Boyer

Wells Fargo Bank, N.A.
Ms. Sang N. Hong

Wells Fargo Family Wealth Group
Ms. Michelle C. Weinstein

Wells Fargo Private Bank
Ms. Elizabeth Mensik-Ghysels

Whittier Trust Company
Ms. Lisa Harwood
Ms. Dyana M. Stewart

Wilmington Trust
Mr. Jay A. Richardson