Regional Leadership

2018/2019

NORTHERN REGION

President
Meredith Taylor
510.352.6000
mtaylor@imtassociates.com
Director
Michael Storz
916.220.3474
michael@storzfs.com
Vice President
Jean Dunham, CLPF
707.981.8809
jean@fiduciaryadvantage.com
Secretary
Linda McHugh
510.521.4470
Linda@GoldenGateFiduciary.com
Treasurer
Noel Parker, CLPF, NCG, MBA
510.260.3520
Noel.a.parker@gmail.com
Central San Joaquin Valley Chapter
President
Ronald Dicken
559.732.0759
rondicken01@comcast.net
East Bay Chapter
President
Lisa Soloway, CLPF
925.283.0389
lisa@solofid.com
Vice President
Noël Parker, CLPF
510.260.3520
Noel.a.parker@gmail.com
Secretary
Jennifer Keystone, CLPS
510.206.7366
Jennifer@JKeystoneConsulting.com
Treasurer
William Shaw, CLPF
510.2821.0607
Willshawjr1@gmail.com
Education Co-Chair
Janice Kittredge, CLPF
925.465.5500
janice@cscfiduciaries.com
Education Co-Chair
Diana Lowe, CLPF
925.465.5500
diana@CaliforniaSeniorConnection.com
Membership
Pending
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
Sacramento Chapter
President
Dawn Akel, CLPF
916.686.7804
dawn@adelfiduciary.com
Vice President
Kathryn Cain, CLPF
530.344.7102
cainfiduciary@comcast.net
Treasurer
Janet Welborn, CLPF
916.717.4437
jwredfox@aol.com
Secretary
Karen Field, CLPF
916.853.1618
K_field@att.net
Membership
Pending
San Joaquin Valley Chapter
President
Mark Olson
209.768.7044
olsonfiduciary@gmail.com
San Mateo Chapter
President
Kelsey Stiles
650.578.9030
Kelsey@lassahnfiduciary.com
Treasurer
Debra Lepold
650.207.4335
debralepold@sbcglobal.net
Secretary
Erin Markey
415.483.2620
info@bestinterestfiduciary.com
Silicon Valley Chapter
President
Dusty White, CLPS
408.248.6290
dustrywhite@mac.com
Vice President
Marsha Keefer, CLPF
408.335.9840
marshakeeffer@practicalheart.com
Treasurer
Will Hoggan, CLPF
408.712.9457
willhoggan@gmail.com
Education Co-Chair
Russ Marshall, CLPF, MCG
408.874.0999
russ@marshallfiduciary.com
Education Co-Chair
Ryan de la Fuente, CLPF
510.710.0919
Ryan.fiduciary@gmail.com
Sonoma County Chapter
President
William Zuur
707.539.2216
wzuurconsulting@sonic.net
Vice President
Jean Dunham
707.981.8809
jean@fiduciaryadvantage.com
Treasurer
Jolynn Lima
707.477.4467
limafiduciary@att.net
Program Chair
Lori Ingram
707.217.0418
lorijingram@yahoo.com
Program Co-Chair
Gloria Kosbie
707.687.5184
gloria@kosbietrustee.com

SAN DIEGO REGION

President
Tom Behr
858.566.1661
tom@tombehrlaw.com
Director
Susanna Starcevic
619.840.2617
susanna.p.starcevic@gmail.com
Vice President
Susan Crowe, ESQ, CLPF, NCG
858.243.4261
Slcrowe1@gmail.com
Secretary
Dion Davis
619.501.7902
dion@diondavis.com
Treasurer
Michael Williams, CLPF
619.630.6379
michael@mfwfiduciary.com

SOUTHERN REGION

President
Marlene Dennis, MBA, CLPF
310.467.4220
marlene@fiduciaryla.com
Director
Donna Bogdanovich
310.378.6100
donnabogdanovich@gmail.com
Vice President
Vanita Jones, CLPF, MBA
323.577.4599
vjones@urbanfiduciaries.com
Secretary
Elaine Watrous
714.746.4972
Elaine@EliteFiduciary.com
Treasurer
Nancy Howland
714.206.1115
nancy@newportfiduciaries.com
Inland Empire Chapter
Vice President
Robin Shea
951.765.1000
robin@sheafiduciary.com
Kern County Chapter
President
Greg Honneger
661.387.9954
greg@greghonegger.com
Long Beach Chapter
Co-President
Nancy Howland
714.206.1115
nancy@newportfiduciaries.com
Co-President
Stacey Haft
949.677.4945
stacey@goldenstatefiduciary.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 Gabriel Valley Chapter
Co-President
Annabelle Wilson
626.792.1664
mail@arwilson.net
Co-President
Aaron Jacobs
323.825.4653
Aaron@Sentry-Services.com
Secretary
Patricia Alexander
626.622.8000
palexander@privatetrustees.com
Treasurer
Denise Klein
818.358.8992
denise@trustklein.com
Chapter Representative
John Cooper
626.888.2255
ok3@pacbell.net

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How Professional Fiduciaries Change Lives

How Professional Fiduciaries Change Lives

How Professional Fiduciaries Change Lives