Regional Leadership

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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
www.pfaceb.org
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 510.282.0607 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@akelfiduciary.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 Heather Fisher 209.678.0644 hfisherfs@yahoo.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
www.pfacsv.org
President Dusty White, CLPS 408.248.6290 dustywhite@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 Jacquelynne Ocana 707.528.1364 jacqui@catrustee.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
President Marguerite Lorenz 877.630.8448 mlorenz@mytrustee.net
Treasurer Robin Shea 951.765.1000 robin@sheafiduciary.com
Secretary Joseph McMackin 877.630.8448 JMcMackin@mytrustee.net
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
Los Angeles Chapter
President Monique Cain, CLPF 310.500.7937 Moniquecain25@gmail.com
Vice President Keenan Brown, CLPF 866.324.5350 keenanbrown@brownmanagement.net
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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