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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

  DanBurchamEsqmsn.com
 

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
LPL Financial Services
CFP, Branch Manager 5150 E. Pacific Coast Hwy., Ste. 200

Long Beach

CA

90804

562-346-3390 562-346-3391
chris.latham@lpl.com
www.lpl.com

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
President & CEO
400 Oceangate Suite 800 Long Beach CA 90802 (562)435-9033 (562)590-0493
jim@longbeachcf.org
www.longbeachcf.org

 

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

 

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