Home
About Us
Members
Current
Fiscal Year Speakers
Past
Speakers
Join Us
Contact Us
Resources |
Members
All
members are required to have at least five years experience in their profession.
(You may qualify for an
Associate Membership if you have less than five years experience.)
2008
- 2009 Board of Directors
President: Linda Wallace
Vice President:Wendy Walker
Secretary/Treasurer: Cheryl Mercer
Past President: Kevin McGuan
Board Members
Eric Bond
Jerrold Clarke
Susan Knopick
Michael Munn
Ellie Nixon
Paul Velasco
Our list of members, arranged
by category, is available below. The categories are:
Attorney
CPA
Financial
Advisor
Insurance Advisor
Non Profit
Other
(Estate Planning Related)
Trust Dept.
Associate
(Less than 5 years Estate Planning experience)
Attorney |
| First
Name |
Last
Name |
Company
Name |
Title |
Mailing
Address |
City |
State |
Postal
Code |
Work
Phone |
Fax
Number |
E-Mail
Address |
Website |
| Jon
K. |
Alban |
Alban
& Alban, A Law Corporation |
Attorney
at Law |
3010 Old Ranch Parkway, Suite 225 |
Seal
Beach |
CA |
90740-2752 |
(562)594-0222 |
(562)594-0242 |
jkalban@
aol.com |
|
| Robert
D. |
Alban |
Alban
& Alban, A Law Corporation |
Attorney
at Law |
3010 Old Ranch Parkway, Suite 225 |
Seal Beach |
CA |
90740-2752 |
(562)594-0222 |
(562)594-0242 |
albanlawfirm@
aol.com |
|
| John
T. |
Anderson |
|
Attorney
at Law |
1741
E. Wardlow Rd. |
Long
Beach |
CA |
90807 |
(562)424-8619 |
(562)595-9662 |
|
www.Trustlaw.ws |
|
Susan |
Berkman |
CSULB Development Office
|
Attorney at Law |
1250 Bellflower Blvd., BH387 |
Long Beach |
CA |
90804 |
(562)985-5122 |
(562)985-5362 |
sberkman@csulb.edu |
|
| Dan |
Burcham |
Dan |
Attorney at Law / Mediator |
5855 E. Naples #340 |
Long
Beach |
CA |
90803 |
(562)438-7004 |
(562)438-7009 |
|
|
Gregory |
Burnight |
Law Offices of Newell, Curtis, Nelson & Burnight |
Attorney at Law |
11 Golden Shore, Ste. 400 |
Long Beach |
CA |
90802 |
(562)435-7471 |
(562)435-7405 |
gburnight@ncnblaw.com |
|
| Cynthia |
Catalino |
Catalino
Law Offices |
Attorney
at Law |
1875
Century Park East, Ste. 700 |
Los
Angeles |
CA |
90067 |
(310)998-8822 |
(310)998-8828 |
ccatalino@
catalinolaw.com |
|
|
Brian |
Chou |
Bezaire Ledwitz & Associates
|
Attorney at Law |
|
|
|
|
(562)497-2700 |
(562)256-7086 |
brian@blalawfirm.com |
|
| Stephen
E. |
Cockriel |
|
Attorney
at Law |
333
W. Broadway Ste. 306 |
Long
Beach |
CA |
90802 |
(562)901-1447 |
(562)437-3492 |
cockrielaw@
att.net |
|
| William
T. |
Dalessi |
Riedman,
Dalessi & Dybens LLP |
Attorney
at Law |
200
Oceangate Ste. 850 |
Long
Beach |
CA |
90802-4335 |
(562)436-5203 |
(562)437-8225 |
wtdalessi@
rddlawllp.com |
|
| Valerie |
deMartino |
Law
Firm of Marc S. Rothenberg |
Attorney
at Law |
4326
Atlantic Avenue |
Long
Beach |
CA |
90807-2804 |
(562)424-0502 |
(562)424-1659 |
valerie@
rothenberglaw.net |
|
| Jo
Ann |
Fitzpatrick |
|
Attorney
at Law |
444
W. Ocean Ave. #800 |
Long
Beach |
CA |
90802-4516 |
(562)901-3199 |
(562)901-3139 |
two1law@
earthlink.net |
|
| William
G. |
Hayter |
|
Attorney
at Law |
12535
Seal Beach Ste. 100 |
Seal
Beach |
CA |
90740-2746 |
(562)430-6811 |
(562)430-3090 |
wghayter@
aol.com |
|
|
Sean |
Higgins |
Holland & Knight LLP |
Attorney at Law, Partner |
633 West 5th St., 21st Flr. |
Los Angeles |
CA |
90017 |
(213)896-2400 |
(213)896-2580 |
sean.higgins@hklaw.com
|
|
| Byron |
Lane |
Lane
Law Group, Inc. |
Attorney
at Law |
600
S. Pacific Avenue, Ste. 210 |
San
Pedro |
CA |
90731 |
(310)
521-5300 |
(310)
521-5305 |
byron@
lanelawgroup.com |
|
| Scott
R. |
Magee |
Magee
& Adler, A Professional Corp. |
Attorney
at Law |
400 Oceangate, Ste. 1030 |
Long
Beach |
CA |
90802 |
(562)
432-1053 |
(562)
432-1060 |
Scott@mageeadler.com
|
www.MageeAdler.com |
|
Thomas |
Martin |
Foresight Legal Group |
Attorney at Law |
555 E. Ocean Blvd., Suite 500 |
Long Beach |
CA |
90802 |
(562)208-0988 |
(562)684-0882 |
tmartin@foresightlegal.com |
|
| Sharon |
Miller |
Law
Offices of Sharon Miller |
Attorney
at Law |
929
E. Marshall Place |
Long
Beach |
CA |
90807 |
(562)
901-9214 |
(562)
590-9531 |
slmiller@
ix.netcom.com |
www.millerlawnews.com |
| Lawrence |
Nemirow |
The
Law Offices of Lawrence H. Nemirow |
Attorney
at Law |
5242
Katella Ave., Ste. 104 |
Los
Alamitos |
CA |
90720 |
(562)
799-1379 |
(562)
799-1377 |
nemirow@aol.com |
|
| Pamela |
Schuur |
The
Law Office of Pamela Bourette Schuur |
Attorney
at Law |
3020
Old Ranch Parkway, Ste. 300 |
Seal
Beach |
CA |
90740 |
(562)799-5515 |
(562)799-5508 |
pschuur@schuurlaw.com |
www.SchuurLaw.com |
| Donna
T. |
Tonkon |
Law
Office of Donna T. Tonkon
|
Attorney
at Law |
3071
Marna Ave. |
Long
Beach |
CA |
90808 |
(562)596-0531 |
(562)596-0531 |
dtonkon@hotmail
.com |
|
| D.
Michael |
Trainotti |
|
Attorney
at Law |
200
Oceangate Ste. 840 |
Long
Beach |
CA |
90802 |
(562)590-8621 |
(562)590-8181 |
mike@
trainotti.com |
www.trainotti.com |
| Paul |
Velasco |
Velasco
Law Group, ALC |
Attorney
at Law |
100
W. Broadway, Ste. 255 |
Long
Beach |
CA |
90802 |
(562)432-5541 |
(562)432-5581 |
paul@
velascolawgroup.com |
|
| Paul
S. |
Williams |
|
Attorney
at Law |
2698 Junipero, Suite 101B |
Seal Beach |
CA |
90755 |
(562)424-3288 |
(562)424-3788 |
honestlawyer1flightup
@yahoo.com |
|
CPA |
| First
Name |
Last
Name |
Company
Name |
Title |
Mailing
Address |
City |
State |
Postal
Code |
Work
Phone |
Fax
Number |
E-Mail
Address |
Website |
| Kerwin |
Clark |
Cline Carroll & Company LLP |
CPA |
4510
E. Pacific Coast Hwy Ste. 550 |
Long
Beach |
CA |
90804-3279 |
(562)498-2559 |
(562)494-2585 |
kerwinclark@
clinecarroll.com
|
www.clinecarroll.com |
| Lee
A. |
Crisell |
Cohee,
Crisell & Company |
Partner |
2199
E. Willow St. |
Signal
Hill |
CA |
90755 |
(562)595-0501 |
(562)424-9867 |
leecrisell@
coheecrisell.com |
www.coheecrisell.com |
| Cynthia |
Day-
Elliott |
|
CPA |
P.O.
Box 90248 |
Long
Beach |
CA |
90809-0248 |
(562)427-9663 |
(562)595-8029 |
|
|
| Kathy |
Fishkin |
Rich
Development Company |
CFO |
1000
N. Western Ave. Ste. 200 |
San
Pedro |
CA |
90732 |
(310)547-3326 |
(310)547-1177 |
KathyF@
richdevelopment.com |
www.RichDevelopment.com |
| Mark |
Gray |
Guzman
& Gray, CPAs |
Managing
Partner |
4510
E. Pacific Coast Hwy. Ste. 270 |
Long
Beach |
CA |
90804 |
(562)498-0997 |
(562)597-7359 |
mgray@cpagg.com |
|
| Robert |
Johnston |
Robert Johnston & Associates, Prof. Corp.
|
CPA |
3636
Long Beach Blvd. |
Long
Beach |
CA |
90807-4006 |
(562)
492-9866 |
(562)
492-9917 |
rjohnstoncpa@aol.com
|
|
| Donita
M. |
Joseph |
Windes
& McClaughry Acct. Corp. |
CPA,
Partner |
P.O.
Box 87 |
Long
Beach |
CA |
90801-0087 |
(562)
435-1191
x242 |
(562)
435-0125 |
djoseph@
windes.com |
www.windes.com |
| Cheryl |
Mercer |
Hamilton,
Mercer & Were, LLP |
CPA |
2750 Bellflower Blvd., #201 |
Long
Beach |
CA |
90815 |
(562)
425-7700 |
(562)
425-8900 |
cheryl.mercer@
hmwllp.com |
|
| Lanyce |
Mills |
Williams
& Ribb LLP |
CPA |
4300
Long Beach Blvd. Ste. 350 |
Long
Beach |
CA |
90807-2017 |
(562)
423-8777
x25 |
(562)
423-6177 |
lmills@
williamsribb.com |
www.williamsribb.com |
| Michael
J. |
Munn |
Michael J. Munn, CPA |
CPA |
5182 Katella Ave., Ste. 206 |
Los Alamitos |
CA |
90720 |
(562) 799-1300 |
(562)
684-0400 |
ejmcpa@hotmail.com |
www.mjmunncpa.com
|
|
Shari |
Nemirow |
Shari D. Nemirow, CPA |
CPA |
5242 Katella Ave., Ste. 104 |
Los Alamitos |
CA |
90720 |
(562)
430-8231 |
(562)
799-1377 |
nemirowcpa@aol.com |
|
| Joseph
H. |
Reese |
Triggs
& Reese, Inc. |
CPA |
5150
E. Pacific Coast Hwy. Ste. 200 |
Long
Beach |
CA |
90804 |
(562)
497-2500 |
(562)
497-2503 |
joe@
triggsreese.com |
www.triggsreese.com |
| Darrell |
Rogers |
Darrell
M. Rogers, CPA |
CPA |
17050
Bushard St. Ste. 325 |
Fountain
Valley |
CA |
92708 |
(714)
965-2090 |
(714)
965-1962 |
dmrogers@
earthlink.net |
|
|
Paul |
Scholz |
Onisko & Scholz CPA's LLP |
Partner |
5000 E. Spring st., #200 |
Long Beach |
CA |
90815 |
(562) 420-3100 |
(562) 420-3232 |
pscholz@oniskoscholz.com
|
|
| Jeffrey
L. |
Shaw |
Shaw & Blasi, LLP
|
CPA |
5030
E. Second St. Ste. 204 |
Long
Beach |
CA |
90803 |
(562)
434-3445 |
(562)
434-3385 |
JShaw@
shawandblasi.com |
|
| Ronald
L. |
Stiles |
|
CPA |
12535
Seal Beach Blvd. #215 |
Seal
Beach |
CA |
90740 |
(562)
596-0409 |
(562)
596-0468 |
ronald_stiles18@
hotmail.com
|
|
| William
A. |
Triggs |
Triggs
& Reese, Inc. |
CPA |
5150
E. Pacific Coast Hwy Ste. 200 |
Long
Beach |
CA |
90804 |
(562)
497-2500 |
(562)
497-2503 |
bill@
triggsreese.com |
www.triggsreese.com |
| J.
Paul |
Zimmerman |
Wertz
& Company |
CPA |
3780
Kilroy Airport Way Ste. 820 |
Long
Beach |
CA |
90806-2460 |
(562)
424-1040 |
(562)
981-6445 |
pzimmerman@
wertzco.com |
|
Financial
Advisor |
First
Name |
Last
Name |
Company
Name |
Title |
Mailing
Address |
City |
State |
Postal
Code |
Work
Phone |
Fax
Number |
E-Mail
Address |
Website |
| Brian |
Ahern |
Patrick Lewis Investment Group |
Investment Professional |
3780 Kilroy Airport Way |
Long Beach |
CA |
90806 |
(562)304-2843 |
|
123keep@live.com |
|
| David |
Brundage |
Ameriprise Financial |
CFP |
5000 E. Spring St., #500 |
Long Beach |
CA |
90815 |
(562)608-4003 |
|
david.l.brundage@ampf.com |
|
| Jerrold |
Clarke |
Merrill Lynch |
Financial Adviosr |
4695 MacArthur Court, Suite 1600 |
Newport Beach |
CA |
92660 |
(949)955-6052 |
(949)955-6147 |
jerrold_clarke@ml.com
|
|
|
Craig T. |
Cross |
Halbert, Hargrove/Russell LLC |
Principal |
111 W. Ocean Blvd., 23rd Flr
P.O. Box 1070 |
Long Beach |
CA |
90801-9931 |
(562)
435-5657 x206 |
(562)
435-0774 |
ccross@
halberthargrove.com |
www.halberthargrove.com |
| Delia |
Fernandez |
Fernandez
Financial Advisory |
MBA |
5212
Katella Ave. Ste. 205 |
Los
Alamitos |
CA |
90720 |
(562)
594-4454 |
(562)
594-8884 |
delfernandez@
earthlink.net |
|
| Christopher |
Latham |
|
CFP, Branch Manager |
5150 E. Pacific Coast Hwy., Ste. 200 |
Long
Beach |
CA |
90804 |
562-346-3390 |
562-346-3391 |
|
|
| Kevin
P. |
McGuan,
CFM |
Merrill
Lynch |
Assistant
Vice President |
111
W. Ocean Blvd. Ste. 2400 |
Long
Beach |
CA |
90802 |
(562)491-1582 |
(562)435-0834 |
kevinpmcguan@aol.com |
|
Michael |
Millea |
Marcus & Millichap |
InvestmentAdvisor |
One World Trade Center, Suite 2100 |
Long Beach |
CA |
90831 |
(562)
436-5800 |
|
mmillea@marcusmillichap.com |
|
| John
T. |
Shadden,
CIMA |
The Shadden Group |
Sr. V.P. & Sr. Institutional Consultant |
One
World Trade Center, Ste. 1700 |
Long
Beach |
CA |
90831-1700 |
(562)624-1810 |
(562)624-1869 |
|
|
| Stephen
C. |
Shanklin,
CIMA |
Morgan
Stanley, The Shanklin Scott Group |
V.P.
& Sr. Consultant, ICS |
One
World Trade Center, Ste. 2000 |
Long
Beach |
CA |
90831 |
(562)901-4320 |
(562)436-8746 |
stephen.shanklin
morganstanley.com |
www.morganstanley.com
|
| Jeff |
Wimbash |
Kensington Investment Counsel |
Financial Advisor |
444 W. Ocean Blvd., Suite 1401 |
Long
Beach |
CA |
90802 |
562
983-6677 |
562
983-6673 |
jeff@kensingtonic.com |
|
| Richard |
Wimbish |
Kensington
Investment Council |
Investment
Advisor |
444
W. Ocean Blvd. #1401 |
Long
Beach |
CA |
90802 |
(562)983-6677 |
(562)983-6673 |
richard@
kensingtonic.com |
|
| Insurance
Advisor |
First
Name |
Last
Name |
Company
Name |
Title |
Mailing
Address |
City |
State |
Postal
Code |
Work
Phone |
Fax
Number |
E-Mail
Address |
Website |
| David
G. |
Carver |
Insurance
& Financial Services |
CLU |
100
Oceangate, Ste. 800 |
Long
Beach |
CA |
90802 |
(562)216-1816 |
(562)590-8006 |
dcarver@
finsvcs.com |
|
| Linda |
Wallace |
Fraser
Financial Group |
CLU,
ChFC, MBA |
6621
E. Pacific Coast Hwy., Ste. 220 |
Long
Beach |
CA |
90803 |
(562)596-6559 |
(562)596-6664 |
lwallace@
finsvcs.com |
|
Non
Profit |
First
Name |
Last
Name |
Company
Name |
Title |
Mailing
Address |
City |
State |
Postal
Code |
Work
Phone |
Fax
Number |
E-Mail
Address |
Website |
| Robert
N. |
Berube,
CFP |
St.
Mary Medical Center Foundation |
Director
Gift Planning |
1050
Linden Ave. |
Long
Beach |
CA |
90801-0887 |
(800)562-1002 |
(562)491-9933 |
bberube@
chw.edu |
|
| Devon |
Dougherty |
Long Beach Memorial Medical Center Foundation |
Vice President |
2801 Atlantic Ave. |
Long Beach |
CA |
|
562
933-1663 |
562
933-3652 |
ddougherty@
memorialcare.org |
|
| Julie |
Heggeness, JD, CSPG |
Memorial
Medical Center Foundation |
Director,
Trusts & Estates |
2801
Atlantic Ave. |
Long
Beach |
CA |
90806 |
(562)933-1669 |
(562)933-3652 |
jheggeness@
memorialcare.org |
www.memorialcare.org |
| Barbara
J. |
Holden |
California State University, Long Beach |
Director
of Development for Planned Giving |
1250
Bellflower Blvd., BH-387 |
Long
Beach |
CA |
90840-0116 |
(562)985-4126 |
(562)985-8109 |
holden@
csulb.edu |
|
| Timothy |
Jackert,
CPA |
Memorial
Medical Center Foundation |
V.P.
Finance |
2801
Atlantic Ave. |
Long
Beach |
CA |
90801 |
(562)933-1663 |
(562)933-3652 |
tjackert@
memorialcare.org |
|
| Susan |
Knopick |
CSULB Relations and Development |
Director of Development, Estate & Gift Planning |
1250 Bellflower Blvd., BH387 |
Long Beach |
CA |
90840 |
(562)985-5159 |
(562)985-5362 |
sknopick@csulb.edu |
|
|
Glenn. |
Maddalon |
Community Hospital of L.B. Foundation |
Executive Director |
1720 Termino Ave. |
Long Beach |
CA |
90804 |
(562)494-0576 |
(562)494-0580 |
gmaddalon@chlb.org |
|
| James
F. |
Normandin |
Memorial
Medical Center Foundation |
President |
2801
Atlantic Ave. |
Long
Beach |
CA |
90801-1428 |
(562)933-1667 |
(562)933-3652 |
jnormandin@
memorialcare.org |
www.pgdc.com/MMCF
www.lbmmcf.org |
| Daniel
E. |
Parr,
ChFC, CLU |
Offsite
Resources |
Gift
Planning
Consultant |
140
Jasmine Creek Drive |
Corona
Del Mar |
CA |
92625 |
(949)640-8550 |
|
dparr@
pacbell.net |
|
| James |
Worsham |
Long Beach Community Foundation |
|
400
Oceangate
Suite 800 |
Long
Beach |
CA |
90802 |
(562)435-9033 |
(562)590-0493 |
|
|
Other
(Estate Planning Related) |
First
Name |
Last
Name |
Company
Name |
Title |
Mailing
Address |
City |
State |
Postal
Code |
Work
Phone |
Fax
Number |
E-Mail
Address |
Website |
| Robert
"Bob" |
Abelson |
BSBM
Abelson Enterprises |
Real
Estate Appaiser/ Consulting |
800
S. Pacific Coast Hwy. #8-126 |
Redondo
Beach |
CA |
90277 |
(310)543-4639 |
(603)949-8147 |
babelson@
hotmail.com |
www.appraisalhq.
com/babelson |
| Rhiannon
E. |
Acree |
Cambrian
Homecare |
R.N. |
5199
E. Pacific Coast Hwy. |
Long
Beach |
CA |
90804 |
(562)498-1800 |
(562)498-1829 |
rhiannona@
cambrianhomecare.com |
|
| Eric |
Bond |
Comprehensive
Wealth Management Group |
Wealth
Advisor |
111
W. Ocean Blvd. #1120 |
Long
Beach |
CA |
90802 |
(562)285-3700 |
(562)435-3800 |
eric.bond@natplan.com |
www.EricWBond.com
|
|
Raymond |
Calderon |
UBS Financial Services |
Chartered Retirement Plan Specialist |
301 E. Ocean Blvd., Ste. 1600 |
Long Beach |
CA |
90802 |
(562)495-5591 |
|
raymond.calderon@ubs.com |
|
|
Martha |
Fernandez |
First Team Real Estate |
Realtor |
12501 Seal Beach Blvd., #100 |
Seal Beach |
CA |
90740 |
(562)596-9911 |
(562)596-4661 |
marthafernandez@firstteam.com |
|
| Anne |
Harbison
Lucas, M.S., S.R.E.S. |
Southern
Shores Estates & Properties |
Seniors
Real
Estate
Specialist/
Applied Gerontologist |
5634
E. 2nd Street |
Long
Beach |
CA |
90803 |
(562)244-5617 |
(562)433-6102 |
anne@
settlementfoundation.net |
www.sres.info
www.settlementfoundation.net
|
|
Craig |
Marson |
First Team Real Estate |
Realtor |
12501 Seal Beach Blvd., #100 |
Seal Beach |
CA |
90740 |
(562)682-1944 |
(562)684-4015 |
probaterealestate@yahoo.com |
|
| Ellen |
Nixon |
LivHOME |
Eldercare Consultant |
5500 East 2nd St., Suite 6 |
Long Beach |
CA |
90803 |
(562)494-1339 |
|
enixon@livhome.com |
www,livhome.com |
| Michelle |
Owens |
Antiques D'Art |
Owner |
P.O. Box 123 |
Bellflower |
CA |
90706 |
562-804-9749 |
562-221-3305 |
shellbsartzfartz@hotmail.com |
|
|
Philip M. |
Schwab |
FMV Opinions, Inc. |
Sr. Vice President |
3333 Michelson Dr., Suite 900 |
Irvine |
CA |
92612 |
(949)759-4499 |
(949)759-4498 |
pschwab@fmv.com |
|
|
Lee |
Vieira
|
The Mortgage Planning Group |
Loan Officer |
5150 E. El Parque St. |
Long Beach |
CA |
90815 |
(562)986-5626 |
(562)986-9636 |
vieiralv@earthlink.net |
|
| Debbie |
Wortman-Harris, EA, CPA |
ABT
Services, Inc. |
President |
5848
Naples Plaza #204 |
Long
Beach |
CA |
90803 |
(562)438-6636 |
(562)438-4036 |
debbieha@
aol.com |
|
Trust
Dept. |
First
Name |
Last
Name |
Company
Name |
Title |
Mailing
Address |
City |
State |
Postal
Code |
Work
Phone |
Fax
Number |
E-Mail
Address |
Website |
| Garry |
Baker,
CTFA |
Farmers
& Merchants Trust Company |
VP
& Trust Officer |
302
Pine Ave., 2nd Floor |
Long
Beach |
CA |
90801 |
(562)437-0011 |
(562)436-5048 |
Gary.Baker@fmb.com
|
|
|
Aura |
Carandang |
Wells Fargo Trust |
Sr. Trust Officer |
111 W. Ocean Blvd., Suite 200 |
Long Beach |
CA |
90802 |
(562)528-3646 |
(888)494-9568 |
carandal@wellsfargo.com |
|
|
Cheree |
Boulding |
Wells Fargo Trust |
Sr. Trust Officer |
111 W. Ocean Blvd., Suite 300 |
Long Beach |
CA |
90802 |
(562)528-3714 |
(866)494-9567 |
cheree.boulding@wellsfargo.com |
|
|
Judy |
Chu |
Wells Fargo Trust |
Trust Officer |
111 W. Ocean Blvd., Suite 200 |
Long Beach |
CA |
90802 |
(562)528-3602 |
(866)493-6819 |
judy.chu@wellsfargo.com |
|
| Karin |
Finnegan |
Farmers
& Merchants Trust Company |
Trust
Officer & Assistant VP |
302
Pine Ave., 2nd Floor |
Long
Beach |
CA |
90802 |
(562)437-0011 |
(562)436-5048 |
Karin.Galindo@fmb.com
|
|
| Robert |
Hatch |
Hatch
& Associates |
Private
Consultant/Private Professional Fiduciary |
P.O.
Box 21679 |
Long
Beach |
CA |
90801-4679 |
(562)435-0018 |
(562)495-0954 |
|
|
| Wendy R. |
Hatch |
Hatch
& Associates |
Owner/Private
Professional Fiduciary |
P.O.
Box 21679 |
Long
Beach |
CA |
90801-4679 |
(562)435-0018 |
(562)495-0954 |
wendy@
hatchandassociates.com
|
|
| Susan
L. |
Jackson,
PFP, CTFA |
Wells Fargo - Private Client Services |
VP
& Sr. Trust Officer |
350
W. Colorado Blvd., Ste. 390 |
Pasadena |
CA |
91105 |
(626)
585-4399 |
(626)793-6584 |
susan.l.jackson@
wellsfargo.com |
|
|
Cheryl |
Kittrell |
Wells Fargo Trust |
Sr. Trust Officer |
P.O. Box 20160 |
Long Beach |
CA |
90801 |
(562)528-3721 |
(562)495-7519 |
cheryl.a.kittrell@wellsfargo.com |
|
| Susan
Weaver |
Lang |
Farmers & Merchants Trust Co. |
V.P.
& Trust Officer |
302
Pine Avenue |
Long
Beach |
CA |
90802 |
(562)437-0011 x5067 |
(562)436-5048 |
susan.lang@
fmb.com |
|
|
Steven |
Millard |
Wells Fargo Trust |
Trust Officer |
111 W. Ocean Blvd., Suite 200 |
Long Beach |
CA |
90802 |
(562)528-3602 |
(866)493-6819 |
steven.p.millard@wellsfargo.com |
|
| Aaron |
Newland, CFP |
First American Trust Co. |
VP, |
520 North Central Ave. #715 |
Glendale |
CA |
91203 |
(818)
550-2511 |
(818)
244-9884 |
anewland@firstam.com |
|
|
Mary |
St. John |
Wells Fargo Trust |
Trust Officer, CTFA |
111 W. Ocean Blvd., Suite 200 |
Long Beach |
CA |
90802 |
(562)528-3614 |
(562)435-0840 |
andemary@wellsfargo.com |
|
| Gary |
Van
Arnam, CFP |
Northern Trust, |
Sr.
Vice President |
16 Corporate Plaza |
Newport Beach, |
CA |
92660 |
(949)
717-5518 |
(949)
717-5590 |
glv1@ntrs.com |
|
| Wendy |
Walker |
Farmers
& Merchants Trust Co. |
Compliance
Officer |
P.O.
Box 891 |
Long
Beach |
CA |
90801 |
(562)
437-0011 |
(714)
771-4762 |
wendy.walker@
fmb.com |
|
Associate
(Less Than 5 Years of Estate Planning
Experience) |
First
Name |
Last
Name |
Company
Name |
Title |
Mailing
Address |
City |
State |
Postal
Code |
Work
Phone |
Fax
Number |
E-Mail
Address |
Website |
| Theresa |
Demonte |
Aquarium of the Pacific |
Major Gifts and Capital Campaign Manager |
320 Golden Shore, Ste. 150 |
Long Beach |
CA |
90712 |
(562)951-1664 |
(562)590-3109 |
tdemonte@lbaop.org |
|
| Martha |
Fernandez |
First Team Real Estate |
|
12501 Seal Beach Blvd., #100 |
Seal Beach |
CA |
90740 |
(562)596-9911 |
(562)596-4661 |
proratedpropertis@yahoo.com
|
|
| Foist |
Eva S. |
Bezaire,Ledwitz & Associates |
|
3780 Kilroy Airport, Ste 200 |
Long Beach |
CA |
90801 |
(562)497-2700 |
(562)256-7086 |
eva.foist@gmail.com |
|
| Craig |
Marson |
First Team Real Estate |
|
12501 Seal Beach Blvd., #100 |
Seal Beach |
CA |
90740 |
(562)682-1944 |
(562)684-4015 |
|
|
| Jennifer
N. |
Sawday |
Tredway, Lumsdaine and Doyle, LLP |
Attorney
at Law |
One World Trade Center, Suite 2550 |
Long
Beach |
CA |
90831 |
(562)-901-3050 |
(562)-901-3051 |
jsawday@tldlaw.com |
|
John P. |
Sulentor |
Farmers & Merchants Trust Co. |
Associate Trust Officer |
302 Pine Ave., 2nd Floor |
Long Beach |
CA |
90802 |
(562) 437-0011 |
(562) 624-0112 |
john.sulentor@fmb.com |
|
| |
|
|
|
|
|
|
|
|
|
|
|
| Eydee
L. |
Van
Atta |
Windes
& McClaughry |
CPA |
P.O.
Box 87 |
Long
Beach |
CA |
90801-0087 |
(562)435-1191
x266 |
(562)435-1665 |
evanatta@
windes.com |
www.windes.com
|
|