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
TreasurerKaryn Stiles(650) 578-9030karin@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