PROFESSIONAL FIDUCIARY ASSOCIATION OF CALIFORNIA
Education, Advocacy and Advancement for Professional Fiduciaries
2019 / 2020 Regional Leadership
Northern Region
| President | Michael Storz | (916) 220-3474 | michael@storzfs.com |
| Director | Laurie Jamison | (209) 996-1827 | lauriejamison@att.net |
| Vice President | Jean McClune | (707) 981-8809 | jean@fiduciaryadvantage.com |
| Secretary | William Shaw | (510) 821-0607 | willshawjr1@gmail.com |
| Treasurer | Noel Parker | (510) 260-3520 | noel.a.parker@gmail.com |
Central San Joaquin Chapter
| President | Ronald Dicken | (559) 732-0759 | rondicken01@comcast.net |
| Vice President | Patricia Dicken | (559) 732-0759 | patd@perineanddicken.com |
East Bay Chapter
| President | Noel Parker | (510) 260-3520 | noel.a.parker@gmail.com |
| Past President | Lisa Soloway | (925) 283-0389 | lisa@solofid.com |
| Vice President | Pam Regatuso | (925) 368-6911 | pregatuso@gmail.com |
| Secretary | Toby Levenson | (510) 435-5531 | tlevenson@gmail.com |
| Education Chair | Karen Fisher | (510) 393-9046 | karen@bishopfiduciary.com |
| Treasurer | Elyssa Eldridge | (510) 352-6000 | eeldridge@imtassociates.com |
| Membership | Leslie Byrne | (510) 635-0355 | lmbyrne@yahoo.com |
| Attorney Appreciation Dinner Committee Chair | Lisa Soloway | (925) 283-0389 | lisa@solofid.com |
Placer County Chapter
| President | Joanne Stine | (530) 885-4242 | jstine@stineinc.com |
| Vice President | Matt Quentmeyer | (530) 273-6347 | sierrafiduciary@live.com |
| Secretary | Wendy Moore | (916) 316-9960 | wmiddletonm@yahoo.com |
| Treasurer | Barry White | (530) 305-9036 | barrywfiduciary@gmail.com |
| Education Chair | Lori Cochrane | (916) 705-7309 | lori@cochranecss.com |
San Francisco Chapter
| President | Lise McCarthy | (415) 665-4953 | lise@mccarthyfiduciary.com |
| Vice President | Laura Brockwehl | (415) 297-2337 | laurabrockwehl@yahoo.com |
| Secretary | Kevin McCarthy | (415) 665-4953 | kevin@mccarthyfiduciary.com |
| Treasurer | Tia Small | (415) 509-1318 | tiamsmall@gmail.com |
Sacramento Chapter
| President | Kathryn Cain | (530) 344-7102 | cainfiduciary@comcast.net |
| Vice President | Mia Ehsani | (916) 915-2660 | mia.ehsani@gmail.com |
| Secretary | Beth Dean | (530) 564-8295 | bethdean.fiduciary@gmail.com |
| Treasurer | Shannon Downs | (916) 333-5221 | downsfiduciary@gmail.com |
| Education Chair | John DePiazza | (916) 834-2466 | john@depiazzafiduciary.com |
San Joaquin Valley Chapter
| Chapter Position | Name | Phone | |
| President | Heather Fisher | (209) 629-8518 | hfisherfs@yahoo.com |
San Mateo Chapter
| President | Kelsey Stiles | (650) 578-9030 | kelsey@lassahnfiduciary.com |
| Secretary | Erin Markey | (415) 483-2620 | erin@bestinterestfiduciary.com |
| Treasurer | Karyn Stiles | (650) 578-9030 | karin@lassahnfiduciary.com |
| Education Chair | Erin Markey | (415) 483-2620 | erin@bestinterestfiduciary.com |
Silicon Valley Chapter
| President | Dusty White | (408) 248-6290 | dustywhite@mac.com |
| Vice President | Claire Owens | (408) 569-6056 | claire@claireowensfiduciary.com |
| Treasurer | Will Hoggan | (408) 712-9457 | willhoggan@gmail.com |
| Education Chair | Russ Marshall | (408) 874-0999 | russ@marshallfiduciary.com |
| Membership | Stephanie Allen | (408) 391-2055 | stephanie@allenfiduciary.com |
Sonoma County Chapter
| President | Jerry Phoenix | (707) 827-3029 | jerry@phoenix-fiduciary.com |
| Vice President | Jolynn Lima | (707) 477-4467 | limafiduciary@att.net |
| Secretary | Heidi Darling | (707) 795-8221 | darlingfiduciary@gmail.com |
| Treasurer | Connie Aust | (707) 478-8532 | connie@austfiduciary.com |
| Education Chair | Jacquelynne Ocana | (707) 528-1364 | jacqui@catrustee.com |
| Mentoring Chair | Tammy Vonder Haar | (707) 235-9020 | tammy@vonderhaarfiduciary.com |
Southern Region
| President | Vanita Jones | (323) 577-4599 | vjones@urbanfiduciaries.com |
| Director | Nancy Howland | (714) 881-4323 | nancy@newportfiduciaries.com |
| Vice President | Aaron Jacobs | (323) 825-4653 | aaron@sentry-services.com |
| Secretary | David Barrent | (310) 739-0500 | david@paismontgomery.com |
| Treasurer | Stacey Haft | (949) 335-7085 | stacey@goldenstatefiduciary.com |
Inland Empire Chapter
| President | Marguerite Lorenz | (877) 630-8448 | mlorenz@mytrustee.net |
| Secretary | Joseph McMackin | (877) 630-8448 | jmcmackin@mytrustee.net |
| Treasurer | Robin Shea | (951) 765-1000 | robin@sheafiduciary.com |
Kern County Chapter
| President | Gregory Honegger | (661) 387-9954 | greg@greghonegger.com |
Orange County Chapter
| Co-President | Laura Lane | (714) 662-3000 | laura@ocprotrust.com |
| Co-President | Rebecca Cote | (714) 662-3000 | becky@ocprotrust.com |
San Fernando Valley Chapter
| President | Pamela Blattner | (818) 926-0984 | pam@blattnerfs.com |
| Vice President | Marla Chaloukian | (818) 859-7165 | mchaloukianfs@gmail.com |
San Gabriel Valley Chapter
| President | Patricia Alexander | (626) 622-8000 | palexander@privatetrustees.com |
| Vice President | Sam Thomas | (818) 599-4882 | thomasusa@earthlink.net |
| Secretary | John Cooper | (323) 240-3993 | ok3@pacbell.net |
| Treasurer | Denise Klein | (818) 358-8992 | denise@trustklein.com |
| Chapter Rep | Annabelle Wilson | (626) 792-1664 | mail@arwilson.net |
| Fiduciary Forum Chair | Robert Earnest | (626) 888-6405 | robert.earnest@outlook.com |
Los Angeles Chapter
| President | Monique Cain | (310) 500-7937 | moniquecain25@gmail.com |
| Vice President | Keenan Brown | (866) 324-5350 | keenanbrown@brownmanagement.net |
Long Beach Chapter
| President | Stacey Haft | (949) 335-7085 | stacey@goldenstatefiduciary.com |
| Vice President | Cynthia Troup | (949) 300-3287 | cyndi@trouptrust.com |
San Diego Region
| President | Marilyn Kriebel | (619) 749-0161 | marilyn.sdpfac@kaafid.com |
| Director | Susanna Starcevic | (619) 840-2617 | susanna.p.starcevic@gmail.com |
| Vice President | Dion Davis | (619) 501-7902 | dion@diondavis.com |
| Secretary | Stacy Baxter | (813) 966-7199 | baxterfiduciary@gmail.com |
| Treasurer | Michael Williams | (619) 630-6379 | michael@mfwfiduciary.com |
2019 / 2020 Regional Leadership
Northern Region
| President | Michael Storz | (916) 220-3474 | michael@storzfs.com |
| Director | Laurie Jamison | (209) 996-1827 | lauriejamison@att.net |
| Vice President | Jean McClune | (707) 981-8809 | jean@fiduciaryadvantage.com |
| Secretary | William Shaw | (510) 821-0607 | willshawjr1@gmail.com |
| Treasurer | Noel Parker | (510) 260-3520 | noel.a.parker@gmail.com |
Central San Joaquin Chapter
| President | Ronald Dicken | (559) 732-0759 | rondicken01@comcast.net |
| Vice President | Patricia Dicken | (559) 732-0759 | patd@perineanddicken.com |
East Bay Chapter
| President | Noel Parker | (510) 260-3520 | noel.a.parker@gmail.com |
| Past President | Lisa Soloway | (925) 283-0389 | lisa@solofid.com |
| Vice President | Pam Regatuso | (925) 368-6911 | pregatuso@gmail.com |
| Secretary | Toby Levenson | (510) 435-5531 | tlevenson@gmail.com |
| Education Chair | Karen Fisher | (510) 393-9046 | karen@bishopfiduciary.com |
| Treasurer | Elyssa Eldridge | (510) 352-6000 | eeldridge@imtassociates.com |
| Membership | Leslie Byrne | (510) 635-0355 | lmbyrne@yahoo.com |
| Attorney Appreciation Dinner Committee Chair | Lisa Soloway | (925) 283-0389 | lisa@solofid.com |
Placer County Chapter
| President | Joanne Stine | (530) 885-4242 | jstine@stineinc.com |
| Vice President | Matt Quentmeyer | (530) 273-6347 | sierrafiduciary@live.com |
| Secretary | Wendy Moore | (916) 316-9960 | wmiddletonm@yahoo.com |
| Treasurer | Barry White | (530) 305-9036 | barrywfiduciary@gmail.com |
| Education Chair | Lori Cochrane | (916) 705-7309 | lori@cochranecss.com |
San Francisco Chapter
| President | Lise McCarthy | (415) 665-4953 | lise@mccarthyfiduciary.com |
| Vice President | Laura Brockwehl | (415) 297-2337 | laurabrockwehl@yahoo.com |
| Secretary | Kevin McCarthy | (415) 665-4953 | kevin@mccarthyfiduciary.com |
| Treasurer | Tia Small | (415) 509-1318 | tiamsmall@gmail.com |
Sacramento Chapter
| President | Kathryn Cain | (530) 344-7102 | cainfiduciary@comcast.net |
| Vice President | Mia Ehsani | (916) 915-2660 | mia.ehsani@gmail.com |
| Secretary | Beth Dean | (530) 564-8295 | bethdean.fiduciary@gmail.com |
| Treasurer | Shannon Downs | (916) 333-5221 | downsfiduciary@gmail.com |
| Education Chair | John DePiazza | (916) 834-2466 | john@depiazzafiduciary.com |
San Joaquin Valley Chapter
| Chapter Position | Name | Phone | |
| President | Heather Fisher | (209) 629-8518 | hfisherfs@yahoo.com |
San Mateo Chapter
| President | Kelsey Stiles | (650) 578-9030 | kelsey@lassahnfiduciary.com |
| Secretary | Erin Markey | (415) 483-2620 | erin@bestinterestfiduciary.com |
| Treasurer | Karyn Stiles | (650) 578-9030 | karin@lassahnfiduciary.com |
| Education Chair | Erin Markey | (415) 483-2620 | erin@bestinterestfiduciary.com |
Silicon Valley Chapter
| President | Dusty White | (408) 248-6290 | dustywhite@mac.com |
| Vice President | Claire Owens | (408) 569-6056 | claire@claireowensfiduciary.com |
| Treasurer | Will Hoggan | (408) 712-9457 | willhoggan@gmail.com |
| Education Chair | Russ Marshall | (408) 874-0999 | russ@marshallfiduciary.com |
| Membership | Stephanie Allen | (408) 391-2055 | stephanie@allenfiduciary.com |
Sonoma County Chapter
| President | Jerry Phoenix | (707) 827-3029 | jerry@phoenix-fiduciary.com |
| Vice President | Jolynn Lima | (707) 477-4467 | limafiduciary@att.net |
| Secretary | Heidi Darling | (707) 795-8221 | darlingfiduciary@gmail.com |
| Treasurer | Connie Aust | (707) 478-8532 | connie@austfiduciary.com |
| Education Chair | Jacquelynne Ocana | (707) 528-1364 | jacqui@catrustee.com |
| Mentoring Chair | Tammy Vonder Haar | (707) 235-9020 | tammy@vonderhaarfiduciary.com |
Southern Region
| President | Vanita Jones | (323) 577-4599 | vjones@urbanfiduciaries.com |
| Director | Nancy Howland | (714) 881-4323 | nancy@newportfiduciaries.com |
| Vice President | Aaron Jacobs | (323) 825-4653 | aaron@sentry-services.com |
| Secretary | David Barrent | (310) 739-0500 | david@paismontgomery.com |
| Treasurer | Stacey Haft | (949) 335-7085 | stacey@goldenstatefiduciary.com |
Inland Empire Chapter
| President | Marguerite Lorenz | (877) 630-8448 | mlorenz@mytrustee.net |
| Secretary | Joseph McMackin | (877) 630-8448 | jmcmackin@mytrustee.net |
| Treasurer | Robin Shea | (951) 765-1000 | robin@sheafiduciary.com |
Kern County Chapter
| President | Gregory Honegger | (661) 387-9954 | greg@greghonegger.com |
Orange County Chapter
| Co-President | Laura Lane | (714) 662-3000 | laura@ocprotrust.com |
| Co-President | Rebecca Cote | (714) 662-3000 | becky@ocprotrust.com |
San Fernando Valley Chapter
| President | Pamela Blattner | (818) 926-0984 | pam@blattnerfs.com |
| Vice President | Marla Chaloukian | (818) 859-7165 | mchaloukianfs@gmail.com |
San Gabriel Valley Chapter
| President | Patricia Alexander | (626) 622-8000 | palexander@privatetrustees.com |
| Vice President | Sam Thomas | (818) 599-4882 | thomasusa@earthlink.net |
| Secretary | John Cooper | (323) 240-3993 | ok3@pacbell.net |
| Treasurer | Denise Klein | (818) 358-8992 | denise@trustklein.com |
| Chapter Rep | Annabelle Wilson | (626) 792-1664 | mail@arwilson.net |
| Fiduciary Forum Chair | Robert Earnest | (626) 888-6405 | robert.earnest@outlook.com |
Los Angeles Chapter
| President | Monique Cain | (310) 500-7937 | moniquecain25@gmail.com |
| Vice President | Keenan Brown | (866) 324-5350 | keenanbrown@brownmanagement.net |
Long Beach Chapter
| President | Stacey Haft | (949) 335-7085 | stacey@goldenstatefiduciary.com |
| Vice President | Cynthia Troup | (949) 300-3287 | cyndi@trouptrust.com |
San Diego Region
| President | Marilyn Kriebel | (619) 749-0161 | marilyn.sdpfac@kaafid.com |
| Director | Susanna Starcevic | (619) 840-2617 | susanna.p.starcevic@gmail.com |
| Vice President | Dion Davis | (619) 501-7902 | dion@diondavis.com |
| Secretary | Stacy Baxter | (813) 966-7199 | baxterfiduciary@gmail.com |
| Treasurer | Michael Williams | (619) 630-6379 | michael@mfwfiduciary.com |