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Current
Fiscal Year Speakers
Past
Speakers
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 |
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| 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 |
|||
| 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 |
|||
| 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 |
|||
| 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 | |||
| 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 |
||
| Stephen E. |
Cockriel |
|
Attorney at Law |
333 W. Broadway Ste. 306 |
Long Beach |
CA |
90802 |
(562)901-1447 |
(562)437-3492 |
|||
| 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 |
|||
| 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 |
|||
| William G. |
Hayter |
|
Attorney at Law |
12535 Seal Beach Ste. 100 |
Seal Beach |
CA |
90740-2746 |
(562)430-6811 |
(562)430-3090 |
|||
|
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 |
|
||
| 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 |
||
| Maureen | Lyons | Maureen A. Lyons | Attorney at Law | 9 Loma Ave., #4 | Long Beach | CA | 90803 | (562)621-0950 | mlyons@lyonslegal.com | www.lyonslegal.com | ||
| Scott R. |
Magee |
Magee & Adler, A Professional Corp. |
Attorney at Law |
400 Oceangate, Ste. 1030 | Long Beach |
CA |
90802 | (562) |
(562) |
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 |
|||
| Sharon |
Miller |
Law Offices of Sharon Miller |
Attorney at Law |
929 E. Marshall Place |
Long Beach |
CA |
90807 | (562) |
(562) |
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 |
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 |
|||
| D. Michael |
Trainotti |
|
Attorney at Law |
200 Oceangate Ste. 840 |
Long Beach |
CA |
90802 |
(562)590-8621 |
(562)590-8181 |
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 |
|||
CPA |
|||||||||||
| First Name |
Last Name |
Company Name |
Title |
Mailing Address |
City |
State |
Postal Code |
Work Phone |
Fax Number |
E-Mail Address |
Website |
| Renee | Bartell | Cline Carroll & Company LLP | CPA | 7755 Center Ave., Ste. 850 | Huntington Beach | CA | 92647 | (714)894-0045 | (714)894-7726 |
reneebartell@ clinecarroll.com |
www.clinecarroll.com |
| 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 |
www.clinecarroll.com | |
| Lee A. |
Crisell |
Cohee, Crisell & Company |
Partner |
2199 E. Willow St. |
Signal Hill |
CA |
90755 | (562)595-0501 |
(562)424-9867 |
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 |
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 |
||
| Robert |
Johnston |
Robert Johnston & Associates, Prof. Corp. |
CPA |
3636 Long Beach Blvd. |
Long Beach |
CA |
90807-4006 |
(562) |
(562) |
||
| Donita M. |
Joseph |
Windes & McClaughry Acct. Corp. |
CPA, Partner |
P.O. Box 87 |
Long Beach |
CA |
90801-0087 |
(562) |
(562) |
www.windes.com | |
| Cheryl |
Mercer |
Hamilton, Mercer & Were, LLP |
CPA |
2750 Bellflower Blvd., #201 |
Long Beach |
CA |
90815 |
(562) |
(562) |
||
| Lanyce |
Mills |
Williams & Ribb LLP |
CPA |
4300 Long Beach Blvd. Ste. 350 |
Long Beach |
CA |
90807-2017 |
(562) |
(562) |
www.williamsribb.com | |
| Michael J. | Munn | Michael J. Munn, CPA | CPA | 3350 E. 7th St., #950 | Long Beach | CA | 90804 | (562) 493-5507 |
(562) 684-0400 |
ejmcpa@hotmail.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) |
(562) |
www.triggsreese.com | |
| Darrell |
Rogers |
Darrell M. Rogers, CPA |
CPA |
17050 Bushard St. Ste. 325 |
Fountain Valley |
CA |
92708 |
(714) |
(714) |
||
| Jeffrey L. |
Shaw |
|
CPA |
5030 E. Second St. Ste. 204 |
Long Beach |
CA |
90803 |
(562) |
(562) |
||
| Ronald L. |
Stiles |
|
CPA |
12535 Seal Beach Blvd. #215 |
Seal Beach |
CA |
90740 |
(562) |
(562) |
||
| William A. |
Triggs |
Triggs & Reese, Inc. |
CPA |
5150 E. Pacific Coast Hwy Ste. 200 |
Long Beach |
CA |
90804 |
(562) |
(562) |
www.triggsreese.com | |
| J. Paul |
Zimmerman |
Wertz & Company |
CPA |
3780 Kilroy Airport Way Ste. 820 |
Long Beach |
CA |
90806-2460 |
(562) |
(562) |
||
Financial Advisor |
||||||||||||||
First Name |
Last Name |
Company Name |
Title |
Mailing Address |
City |
State |
Postal Code |
Work Phone |
Fax Number |
E-Mail Address |
Website | |||
| 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) |
(562) |
|||||
| 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 |
kpmcguan@ pclient.ml.com |
||||
Michael |
Millea |
Marcus & Millichap |
InvestmentAdvisor | One World Trade Center, Suite 2100 |
Long Beach | CA |
90831 |
(562) |
||||||
| 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 |
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 |
|||||
| 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 |
||
| 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 |
||
Gregory P. |
Cox |
College of the Arts/California State University, Long Beach |
Director of Development |
1250 Bellflower Blvd., AS-115 |
Long Beach |
CA |
90840-0116 |
(562)985-4280 |
(562)985-7883 |
www.csulb.edu/~cota/ | |
| Devon | Dougherty | Long Beach Memorial Medical Center Foundation | Vice President | 2801 Atlantic Ave. | Long Beach |
CA |
562 933-1663 |
562 933-3652 |
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