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The Center for Estate and Gift Planning

Membership Directory - Profession

ATTORNEY

Mr. Robert R. Bowne
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. Matt Brown
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. Jennifer L. Campbell
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

Ms. Rebecca Carlson
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. David J. Elbaz
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. Jay D. Fullman
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

Ms. Megan Genovese
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

Mr. Casey Hale
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
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
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. Donald A. Hunsberger
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

Mr. Christopher B. Johnson
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. William F. Kruse
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

Ms. Kim S. Millman
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

Ms. Melanie Monestere
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. Connolly Oyler
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

Ms. Kris Paden
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
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
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

Ms. Erin L. Prouty
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

Dr. Claudia B. Sangster
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

Mr. Randy Spiro
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
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
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. Melissa C. Street
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
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

Mr. Doron M. Tisser
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

Mr Rick S. Weiner
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. Lillian W. Wyshak
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

Mr. Howard B. Zisblatt
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

Top

CPA

Mr. Terrill Alford
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

Mr. Randy A. Barmache
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. 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. Larry G. Burkholder
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

Ms. K. Andrea Clark
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. Eugene Edward Gourdeau
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. Richard Holmgren
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. Andrew P. Marincovich
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

Mr. Matthew L. Rayer
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

Ms. M. Debra Reno
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

Top

FINANCIAL CONSULTANT

Mr. Erick Baer
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
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. Robert L. Baumann
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

Ms. Emily Bullis
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. 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

Mr. Steven J. Carder
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

Mr. Dean Catalano
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
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. Andrew B. Cook
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
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. James Cravotta
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

Ms. Pamela Finkel
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. Barry Garapedian
SmithBarney Citigroup
550 N. Brand Blvd., Ste. 1000
Glendale, CA 91203-1966
Business Phone: 818-409-0741
Fax Phone: 818-244-7623
North Chapter

Mr. Jeffrey C. Goodrich
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. Daniel J. Gray
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

Ms. Lisa Harwood
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
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
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. Dana Johnson
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

Mr. Christopher F. Kelly
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. Larry Koeppel
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. Carl J. Lambert
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

Mr. Rob Proano
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

Mr. Jay A. Richardson
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. Neal S. Salisian
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

Mr. Anthony Segala
Fidelity Investments
2361 Rosecrans Avenue, Suite 370
El Segundo, CA 90245
Business Phone: 310-384-9406
anthony.segala@fmr.com
Corporate Member
North Chapter

Ms. Maria A. Thieman
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

Top

FINANCIAL CONSULTANT/ADVISOR

Mr. Robert M. Clark
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

Mr. Jeffrey Harwood
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

Mr. Lance W. Helfert
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. James Wynn Regitz
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

Mr. Charles A. Rodgers
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

Ms. Lisa J. Tepper
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. Michelle C. Weinstein
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

Top

INSURANCE PROFESSIONAL

Mr. David Albert Boyer
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. Douglas J. Corbin
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. Matthew Thomas Elwood
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

Mr. Glen C. Farr
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. Hank Frazee
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. Richard C. Fyke
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

Ms. Julie Johnston
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

Mr. Gary Minkin
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. Ofer J. Nadler
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

Mr. Gene M. Sokolski
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. Brett Tattersall
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
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

Top

OTHER

Mr. Michael S. Martin
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. Cedric Lee Watkins
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

Top

OTHER: APPRAISER

Mr. Michael J. Farrand
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

Mr. Carsten Hoffmann
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. Scott Voltz
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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OTHER: PENSION ACTUARY

Ms. Barbara Schwartz
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

Top

OTHER: TRUST ADMINISTRATOR

Ms. Pamela Maloney
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. Charles J. McLucas
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

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OTHER: TRUST OFFICER

Ms. Frances R. Marshall
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

Ms. Ann L. Van Dormolen
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

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TRUST OFFICER

Ms. Elizabeth Ghysels
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