The Center for Estate and Gift Planning
Membership Directory - Company Name
A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | R | S | T | U | W
A
AFA Financial Group
Mr. Erick Baer
B
Back 9 Insurance
Mr. Brett Tattersall
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
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
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
D
Donald A. Hunsberger AAL
Mr. Donald A. Hunsberger
Duttenhofer Advisory Group
Mr. David Duttenhofer
E
Edward Jones
Ms. Terri Corbett
Ehrenreich, Burkholer & Associates
Mr. Larry G. Burkholder
F
Farr & Associates, LLC
Mr. Glen C. Farr
Fidelity Investments
Mr. Anthony Segala
FMV Opinions, Inc.
Mr. Carsten Hoffmann
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
H
H. W. Frazee & Co.
Mr. Hank Frazee
Harris myCFO, Inc.
Dr. Claudia B. Sangster
Hart, Watters & Carter
Mr. Bret R. Carter
Higgins, Marcus & Lovett, Inc.
Mr. Michael J. Farrand
Hoffman, Sabban & Watenmaker
Mr. Chang H. Chae
Ms. Erin L. Prouty
Holmgren & Hawkins
Mr. Richard Holmgren
I
Insurance Professional/Consultant
Mr. Ofer J. Nadler
J
Jay D. Fullman, A Professional Corp.
Mr. Jay D. Fullman
Jess S. Morgan & Co., Inc.
Ms. Susan J. Ollweiler
K
Keller Williams Realty
Mr. Jordan Bennett
Kim Millman Law
Ms. Kim S. Millman
Kopple & Klinger
Mr. David J. Elbaz
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 James D. Stephens
Mr. James D. Stephens
Law Offices of Randall Swanson, APC
Mr. Randall N. Swanson
Law Offices of Timothy Cahill Pickart
Mr. Timothy Cahill Pickart
Liberty Group LLC
Mr. Brian C. Rees
Lincoln Financial Securities Corporation
Mr. Robert L. Baumann
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
Messner Steele Law Office
Ms. Merilyn M. Steele
Michel Financial Group / Mass Mutual
Ms. Pamela Finkel
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
N
Nordman Cormany Hair & Compton
Ms. Melissa C. Street
O
Oyler & Woldman
Mr. Connolly Oyler
P
Paragon Charitable Services
Mr. Douglas J. Corbin
Paul, Hastings, Janofsky & Walker LLP
Ms. Megan Acosta
Personalized Wealth Preservation,
Ms. Kris Paden
Philanthropic Administration
Ms. Ann L. Van Dormolen
Planned Estate Services
Mr. Rob Proano
R
RNC Genter Capital Management
Mr. Neal S. Salisian
S
Sagemark Consulting
Mr. Steven J. Carder
Stevenson Law Office
Ms. Rebecca Carlson
Mr. Todd Stevenson
T
Tattersall Insurance Agency
Mr. Mark Tattersall
Temo A. Arjani & Co. LLP
Mr. Matthew L. Rayer
The Busch Firm
Mr Rick S. Weiner
The Kanner Group of Re/Max Commercial Brokerage
Mr. Matthew R. Kanner
The Private Client Reserve
Mr. Michael E. Denzinger
The Wealth Preservation Group
Mr. Anthony Calloway
TWG & Associates, LLC
Mr. Cedric Lee Watkins
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
W
Wells Fargo Advisors, LLC
Mr. David Albert Boyer
Wells Fargo Bank
Ms. Lisa J. Tepper
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
