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

Central San Joaquin Chapter

PresidentRonald Dicken(559) 732-0759rondicken01@comcast.net
Vice PresidentPatricia Dicken(559) 732-0759patd@perineanddicken.com

East Bay Chapter

PresidentLisa Soloway(925) 283-0389lisa@solofid.com
Vice PresidentNoel Parker(510) 260-3520noel.a.parker@gmail.com
SecretaryJennifer Keystone(510) 206-7366jennifer@jkeystoneconsulting.com
TreasurerKaren Fisher(925) 954-7769karen@bishopfiduciary.com
Education ChairNoel Parker(510) 260-3520noel.a.parker@gmail.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
TreasurerDebra Lepold(650) 207-4335debralepold@sbcglobal.net
Education ChairErin Markey(415) 483-2620erin@bestinterestfiduciary.com

San Joaquin Valley Chapter

Chapter PositionNamePhoneEmail
PresidentHeather Fisher(209) 629-8518hfisherfs@yahoo.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

Los Angeles Chapter

PresidentMonique Cain(310) 500-7937moniquecain25@gmail.com
Vice PresidentKeenan Brown(866) 324-5350keenanbrown@brownmanagement.net

San Gabriel Valley Chapter

PresidentPatricia Alexander(626) 622-8000palexander@privatetrustees.com
Vice PresidentSam Thomas(818) 599-4882thomasusa@earthlink.net
SecretaryJohn Cooper(323) 240-3993ok3@pacbell.net
TreasurerDenise Klein(818) 358-8992denise@trustklein.com
Chapter RepAnnabelle Wilson(626) 792-1664mail@arwilson.net
Fiduciary Forum ChairRobert Earnest(626) 888-6405robert.earnest@outlook.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

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How Professional Fiduciaries Change Lives

How Professional Fiduciaries Change Lives

How Professional Fiduciaries Change Lives