2019 / 2020 Regional Leadership

Northern Region

PresidentMichael Storz(916) 220-3474michael@storzfs.com
DirectorLaurie Jamison(209) 996-1827lauriejamison@att.net
Vice PresidentJean McClune(707) 981-8809jean@fiduciaryadvantage.com
SecretaryWilliam Shaw(510) 821-0607willshawjr1@gmail.com
TreasurerNoel Parker(510) 260-3520noel.a.parker@gmail.com

East Bay Chapter

PresidentNoel Parker(510) 260-3520noel.a.parker@gmail.com
Past PresidentLisa Soloway(925) 283-0389lisa@solofid.com
Vice PresidentPam Regatuso(925) 368-6911pregatuso@gmail.com
SecretaryToby Levenson(510) 435-5531tlevenson@gmail.com
Education ChairKaren Fisher(510) 393-9046karen@bishopfiduciary.com
TreasurerElyssa Eldridge(510) 352-6000eeldridge@imtassociates.com
MembershipLeslie Byrne(510) 635-0355lmbyrne@yahoo.com
Attorney Appreciation Dinner Committee ChairLisa Soloway(925) 283-0389lisa@solofid.com

Placer County Chapter

PresidentJoanne Stine(530) 885-4242jstine@stineinc.com
Vice PresidentMatt Quentmeyer(530) 273-6347sierrafiduciary@live.com
SecretaryWendy Moore(916) 316-9960wmiddletonm@yahoo.com
TreasurerBarry White(530) 305-9036barrywfiduciary@gmail.com
Education ChairLori Cochrane(916) 705-7309lori@cochranecss.com

Sacramento Chapter

PresidentKathryn Cain(530) 344-7102cainfiduciary@comcast.net
Vice PresidentMia Ehsani(916) 915-2660mia.ehsani@gmail.com
SecretaryBeth Dean(530) 564-8295bethdean.fiduciary@gmail.com
TreasurerShannon Downs(916) 333-5221downsfiduciary@gmail.com

San Mateo Chapter

PresidentKelsey Stiles(650) 578-9030kelsey@lassahnfiduciary.com
SecretaryErin Markey(415) 483-2620erin@bestinterestfiduciary.com
TreasurerKelsey Stiles(650) 578-9030kelsey@lassahnfiduciary.com
Education ChairErin Markey(415) 483-2620erin@bestinterestfiduciary.com

Silicon Valley Chapter

PresidentDusty White(408) 248-6290dustywhite@mac.com
Vice PresidentClaire Owens(408) 569-6056claire@claireowensfiduciary.com
TreasurerWill Hoggan(408) 712-9457willhoggan@gmail.com
Education ChairRuss Marshall(408) 874-0999russ@marshallfiduciary.com
MembershipStephanie Allen(408) 391-2055stephanie@allenfiduciary.com

Sonoma County Chapter

PresidentWilliam (Bill) Zuur(707) 539-2216wzuurconsulting@sonic.net
Vice PresidentGerald (Jerry) Phoenix(707) 827-3028jerry@phoenix-fiduciary.com
SecretaryHeidi Darling(707) 795-8221darlingfiduciary@gmail.com
TreasurerJolynn Lima(707) 477-4467limafiduciary@att.net
Education Co-ChairLisette Varnese(415) 786-2453lisette@vestateservices.com

Southern Region

PresidentVanita Jones(323) 577-4599vjones@urbanfiduciaries.com
DirectorNancy Howland(714) 881-4323nancy@newportfiduciaries.com
Vice PresidentAaron Jacobs(323) 825-4653aaron@sentry-services.com
SecretaryDavid Barrent(310) 739-0500david@paismontgomery.com
TreasurerStacey Haft(949) 335-7085stacey@goldenstatefiduciary.com

Inland Empire Chapter

PresidentMarguerite Lorenz(877) 630-8448mlorenz@mytrustee.net
SecretaryJoseph McMackin(877) 630-8448jmcmackin@mytrustee.net
TreasurerRobin Shea(951) 765-1000robin@sheafiduciary.com

Kern County Chapter

PresidentGregory Honegger(661) 387-9954greg@greghonegger.com

Orange County Chapter

Co-PresidentLaura Lane(714) 662-3000laura@ocprotrust.com
Co-PresidentRebecca Cote(714) 662-3000becky@ocprotrust.com

Long Beach Chapter

PresidentStacey Haft(949) 335-7085stacey@goldenstatefiduciary.com

San Diego Region

PresidentMarilyn Kriebel(619) 749-0161marilyn.sdpfac@kaafid.com
DirectorSusanna Starcevic(619) 840-2617susanna.p.starcevic@gmail.com
Vice PresidentDion Davis(619) 501-7902dion@diondavis.com
SecretaryStacy Baxter(813) 966-7199baxterfiduciary@gmail.com
TreasurerMichael Williams(619) 630-6379michael@mfwfiduciary.com

 

PROFESSIONAL FIDUCIARY EDUCATION AT YOUR FINGERTIPS

If you provide professional fiduciary services or are interested in becoming a professional fiduciary, sign up to receive updates on educational opportunities with PFAC. Whether it's learning with a group of your peers or from the comfort of your home or office, PFAC has a learning platform that will suit your needs.

* indicates required

Join us in 2019
as PFAC is ‘Making Magic Happen’
at the happiest place on Earth.


The 24th Annual PFAC Educational Conference provides
the most comprehensive fiduciary education available
in California. Who says learning can’t be fun?!

Visit the Conference Website

 

Thanks for making the 23rd Annual PFAC Educational Conference a success!

How Professional Fiduciaries Change Lives

How Professional Fiduciaries Change Lives

How Professional Fiduciaries Change Lives