Regional Leadership



President Meredith Taylor 510.352.6000
Director Michael Storz 916.220.3474
Vice President Jean Dunham, CLPF 707.981.8809
Secretary Linda McHugh 510.521.4470
Treasurer Noel Parker, CLPF, NCG, MBA 510.260.3520
Central San Joaquin Valley Chapter
President Ronald Dicken 559.732.0759
East Bay Chapter
President Lisa Soloway, CLPF 925.283.0389
Vice President Noël Parker, CLPF 510.260.3520
Secretary Jennifer Keystone, CLPS 510.206.7366
Treasurer William Shaw, CLPF 510.282.0607
Education Co-Chair Janice Kittredge, CLPF 925.465.5500
Education Co-Chair Diana Lowe, CLPF 925.465.5500
Membership Pending
Placer County Chapter
President Joanne Stine 530.885.4242
Vice President Matt Quentmeyer 530.273-6347
Secretary Wendy Moore 916.316.9960
Treasurer Barry White 530.305.9036
Education Chair Lori Cochrane 916.705.7309
Sacramento Chapter
President Dawn Akel, CLPF 916.686.7804
Vice President Kathryn Cain, CLPF 530.344.7102
Treasurer Janet Welborn, CLPF 916.717.4437
Secretary Karen Field, CLPF 916.853.1618
Membership Pending
San Joaquin Valley Chapter
President Heather Fisher 209.678.0644
San Mateo Chapter
President Kelsey Stiles 650.578.9030
Treasurer Debra Lepold 650.207.4335
Secretary Erin Markey 415.483.2620
Silicon Valley Chapter
President Dusty White, CLPS 408.248.6290
Vice President Marsha Keefer, CLPF 408.335.9840
Treasurer Will Hoggan, CLPF 408.712.9457
Education Co-Chair Russ Marshall, CLPF, MCG 408.874.0999
Education Co-Chair Ryan de la Fuente, CLPF 510.710.0919
Sonoma County Chapter
President William Zuur 707.539.2216
Vice President Jean Dunham 707.981.8809
Treasurer Jolynn Lima 707.477.4467
Program Chair Jacquelynne Ocana 707.528.1364
Program Co-Chair Gloria Kosbie 707.687.5184


President Tom Behr 858.566.1661
Director Susanna Starcevic 619.840.2617
Vice President Susan Crowe, ESQ, CLPF, NCG 858.243.4261
Secretary Dion Davis 619.501.7902
Treasurer Michael Williams, CLPF 619.630.6379


President Marlene Dennis, MBA, CLPF 310.467.4220
Director Donna Bogdanovich 310.378.6100
Vice President Vanita Jones, CLPF, MBA 323.577.4599
Secretary Elaine Watrous 714.746.4972
Treasurer Nancy Howland 714.206.1115
Inland Empire Chapter
President Marguerite Lorenz 877.630.8448
Treasurer Robin Shea 951.765.1000
Secretary Joseph McMackin 877.630.8448
Kern County Chapter
President Greg Honneger 661.387.9954
Long Beach Chapter
Co-President Nancy Howland 714.206.1115
Co-President Stacey Haft 949.677.4945
Los Angeles Chapter
President Monique Cain, CLPF 310.500.7937
Vice President Keenan Brown, CLPF 866.324.5350
Orange County Chapter
Co-President Laura Lane 714.662.3000
Co-President Rebecca Cote 714.662.3000
San Gabriel Valley Chapter
Co-President Annabelle Wilson 626.792.1664
Co-President Aaron Jacobs 323.825.4653
Secretary Patricia Alexander 626.622.8000
Treasurer Denise Klein 818.358.8992
Chapter Representative John Cooper 626.888.2255


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How Professional Fiduciaries Change Lives

How Professional Fiduciaries Change Lives

How Professional Fiduciaries Change Lives