Leadership

	President Jerrold Clarke Merrill Lynch 949-955-6052 jerrold_clarke@ml.com
	Vice President/Programs Ellie Nixon ECN Consulting 714-642-9458 ellienixon@msn.com
	Secretary/Treasurer Michael Munn CPA Michael Munn, CPA 562-799-1300 mjmcpa@hotmail.com
	Immediate Past President Linda L. Wallace CLU Linda L. Wallace, Financial & Insurance Solutions 562-596-6559 lwallace@finsvcs.com
	Director Devon Dougherty Long Beach Memorial Medical Center Foundation 562-933-1673 ddougherty@memorialcare.org
	Director Karin Finnegan Farmers & Merchants Trust Company 562-590-6309 karin.finnegan@fmb.com
	Director Tom G. Martin Foresight Legal Group, P.C. 562-219-3290 tmartin@foresightlegal.com
	Director Cheryl Mercer CPA Hamilton, Mercer & Were, LLP 562-425-7700 cheryl.mercer@hmwllp.com
	Director Jennifer N. Sawday Esq. Tredway, Lumsdaine & Doyle LLP 562-901-3050 jsawday@tldlaw.com
	Director Paul Velasco Attorney Velasco Law Group 5623-432-5541 paul@velascolawgroup.com
	Executive Director Julie Bedard Estate Planning & Trust Council LB 562-714-2396 eptclb@gmail.com