LWS Grad = Laureate in Wealth Strategies Graduate
LWS Stu = Laureate in Wealth Strategies Student
LC = Laureate Circle Active Members
BAY LAUREL LAW GROUP, LLP
Ms. Adasiewicz is a wealth strategies attorney and partner with Bay Laurel Law Group, LLP in San Mateo, CA. Lori has practiced exclusively in the areas of estate and business planning and administration since 1998, when she earned her JD from Hastings College of the Law. Lori serves on the Board of the Peninsula Estate Planning Council and is a Laureate Circle Member of the Southern California Institute.
Carl “Chip” Allen, Jr.
Jerry Balentine, PC
Attorney at Law
The Law Firm of Jerry D. Balentine, P.C.
The purpose of each member of the law firm is to help clients accomplish their estate planning goals and to take the mystery out of the estate planning process while utilizing strategies that are explained in straightforward language clients can understand.
In addition to these prestigious professional affiliations, Mr. Balentine is a contributing author of two popular estate planning books, Legacy: Plan, Protect, and Preserve Your Estate and Generations: Planning Your Legacy.
*Certified as an Elder Law Attorney by the National Elder Law Foundation as accredited by the American Bar Association. Certification of attorney specialty is not recognized by the Oklahoma Supreme Court except for Admiralty Law and Patent-Copyright Law.
Gregory R. Banner
Vice President & CFP
Asset Preservation Strategies, Inc.
Areas of Practice:
Mark Bradford, CFP, ChFC, AEP
The Hartford Private Wealth Management Group
Diedre Wachbricht Braverman
Estate Planning, Trust & Probate Specialist
Recently nominated by Working Mother Magazine as a winner of “25 Best Small Companies in America,” The Law Office of Diedre Wachbrit, APC is an Estate Planning, Asset Protection and Special Needs Planning firm in Westlake Village, California.
Ms. Wachbrit is one of the Nation’s leading Estate Planning and Special Needs Planning Attorneys, founder of The National Academy of Special Needs Planners – a national organization of attorneys dedicated to improving the quality of Special Needs Planning, and a founding Member of the WealthCounsel Advisors Forum – an organization of premier providers of sophisticated legal planning.
Ms. Wachbrit is licensed to practice law in all California State Courts, the California Supreme Court, the United States Tax Court, and the United States Supreme Court. Diedre has been Certified by the California Board of Legal Specialization in Estate Planning, Trust, and Probate Law.
Ms. Wachbrit is a graduate of Stanford Law School. Prior to opening her law practice seven years ago, Ms. Wachbrit was a Senior Associate at the international consulting firm, McKinsey & Company, where she provided strategic business advice to some of the nation’s largest and best-known firms. Prior to McKinsey & Company, Diedre was an Associate at Sullivan & Cromwell and at Kirkland & Ellis, both international law firms.
Ms. Wachbrit’s teaching and speaking credits include:
Publications include articles in:
Diedre is the author of three widely used guides:
Diedre also authors two blogs:
Red Hill Law Group, PC
Eden Rose Brown
Attorney and Counselor at Law
Law Offices of Eden Rose Brown
Attorney Eden Rose Brown is dedicated to providing comprehensive, highly personalized, counsel in wealth preservation strategies, family legacy design, and estate, tax and charitable planning. Honored as an Oregon Super Lawyer by her peers, Ms. Brown is listed in Who’s Who in America, Who’s Who in American Law, Who’s Who of American Women and Who’s Who in the World. For three years in a row, WorthMagazine has named Ms. Brown one of the “Top 100 Attorneys in the United States.”
Born and raised in Salem, Eden earned degrees from the University of California, Berkeley, and Lewis and Clark College, before accepting a commission in the United States Air Force. Serving as a JAG officer in the Gulf War, her experience drafting over 8000 estate planning documents for troops fighting in the Gulf served as the springboard for her dedication to comprehensive estate planning and her unique, values-based planning style.
Active in her community, Attorney Brown has served as a Director for a number of charitable organizations, including the Chemeketa Community College Foundation and the Willamette Humane Society. Donations for her book Giving – Philanthropy for Everyone have raised over $70,000 for local and national charities.
Always the adventurer, Eden has circumnavigated the globe by sea, had a private audience with Pope John Paul II, and traveled solo 28,000 miles throughout the back roads of North America on her motorcycle, before settling back down in Salem with her 14 year old daughter, Natalie, two cats, two rats, and 27 tropical fish.
The Law Office of Eden Rose Brown is located near downtown Salem with additional offices in Portland and Bend.
Margaret E. Brown
Counselor and Attorney at Law
40 Lake Bellevue Drive, Suite 100
Margaret Brown is the founder and principal of The Brown Law Firm. Her Doctorate of Jurisprudence was earned at California Western School of Law. Ms. Brown is also a graduate of the one year post-doctorate course entitled Advanced Studies for Estate and Wealth Strategies Planning and a two-year post doctorate program entitled Masters in Global Wealth Strategies. She is experience in the advanced estate planning techniques to minimize or avoid estate taxes.
Since 1996, she has devoted her practice exclusively to estate planning. Ms. Brown is dedicated to helping people protect their assets, provide for their loved ones and plan for life’s contingencies through proper estate planning. Her guiding principle is to deliver nothing less than the best estate planning service possible to her clients in a warm and friendly atmosphere where the needs of the client are always first.
Ms. Brown has gained a well-deserved reputation as a dynamic speaker and educator. She gives regular public and private seminars on how to avoid the hassles and heartache of probate. She has also written about estate planning topics as a columnist for local publications. She has assisted hundreds of Washington area residents establish their estate plans.
Ms. Brown is member of WealthCounsel, LLC, a membership organization of over 1600 estate planning professionals, offering tools and education to the estate planning industry. From 1996-2001 she was a member of the American Academy of Estate Planning Attorneys, an exclusive 150-member national organization providing education, tools and research
Ms. Brown is a well-known author and educator on the topics of estate planning. She is a co-author of the book “Strictly Business – Planning Strategies for Privately Owned Businesses.”
Ms. Brown offers training in estate planning for CPAs, financial advisors, and insurance professionals. She also offers free estate planning seminars to the public on a regularly scheduled basis. Upcoming seminar schedules and additional educational materials, including slide shows, can be found at her web site at www.estateplanning.com/brownlawfirm.
William “Marty” Burbank
Marty Burbank is an expert in Elder Law, Veteran’s Benefits and Asset Protection for Medical and Dental Practices.
His team is located in Fullerton, the heart of North Orange County. This proximity allows them to reach a broad spectrum of clients.
Marty Burbank provides the same planning and legal power of the larger firms, yet in a personalized setting. They utilize the latest in technology to create and store documents for all their clients. Every client receives services that are customized to their specific needs. They never use templates.
Since 2002 Marty Burbank has focused his practice in the area of estate planning and elder law and Veteran’s Benefits. His background in healthcare, personal experience with elder care, the military and expert his knowledge of estate planning and tax law has given him the ability to provide his clients with creative options that will help them make the perfect decisions for their situation.
They have handled the planning of numerous multi-million-dollar estate. They have also provided many seniors, Veterans and their families with care solutions that allow them to continue living confidently and enjoying life.
Their experience and legal expertise enable them to deliver accurate plans for protecting assets, individuals, couples and seniors.
Jeffrey L. Burr has been recognized as one of the top tax and estate planning attorneys in Nevada. His personal client list contains many of the most prominent families in Southern Nevada. Under Jeff’s leadership the firm has received the highest and most prestigious rating of “AV” from Martindale-Hubbell.
Jeff was named by his peers as one of the top estate planning attorneys in Southern Nevada in every edition of Best Lawyers in America. Jeff is also a Certified Public Accountant, having previously worked as a tax accountant with the international accounting for of Deloitte & Touche. Jeff has also been a faculty member for the University of Miami School of Law, Heckerling Institute on Estate Planning.
Jeff is currently serving or has served on the following community boards:
Jeff obtained a B.S. in Accounting from Brigham Young University, and later his Juris Doctorate from the University of the Pacific, McGeorge School of Law in 1979. Jeff is licensed to practice law in Nevada, California, and Arizona.
Honors and Awards:
David K. Cahoone, J.D., LL.M.
David K. Cahoone, Esquire
Highest professional ranking (AV) by Martindale-Hubbell. Admitted to Florida Bar, 1985.
David is a frequent speaker at local and national programs attended by attorneys, financial advisors, CPAs and insurance professionals. He teaches on many areas of wealth strategies planning and the effective collaboration of professionals to provide the support and advice needed in today’s complex world.
FEATURED OR QUOTED
David has been featured or quoted in many media publications or forums including:
Sunshine Professional Center
Patrick is a practicing attorney and a licensed CPA. After successfully completing a term of duty in the United States Marine Corps, he attended Florida State University where he earned his degree in accounting. During the next 12 years he engaged in tax planning and compliance for medium to large businesses and their owners under the employ of Big 8, regional, and large local accounting firms, working largely with real estate syndications, financial institutions, automobile dealerships, and their owners. He later attended St. Thomas University School of Law, immediately after which he established Casey Law Office, LLC, a boutique law firm concentrating exclusively on the design and implementation of asset preservation and value transfer strategies.
Patrick is a member of the Florida Bar, is admitted to practice before the Supreme Court of the United States of America, the Federal District Courts for the Middle and Southern Districts of Florida, and the U.S. Tax Court. He actively participates on the Asset Preservation Committee of the Florida Bar where his work helped influence the asset protection provisions of the Florida Trust Code and where he is currently working on the review and modification of the Florida Limited Liability Corporation Act. Patrick is an active member of WealthCounsel, LLC, a national consortium of estate planning attorneys, where he leads the committee responsible for modifying the group’s documents to conform to changes in the Florida Trust Code. Patrick has completed advanced and in-depth studies on planning for high net worth individuals and their business interests through the SC Institute where he is a fellow and member of its Laureate Circle. He is a frequent speaker at gatherings of Financial Professionals, Insurance Agents, and CPAs on topics relating to estate planning and asset protection and hosts regular workshops and study groups on these and related subjects. His teaching activities have included service as faculty for Lorman Educational Services.
Law Offices of Clark & Volin, L.L.P.
Fred F. Corbalis III
Spierer, Woodward, Corbalis & Goldberg
Profile coming soon!
Joe has been able to help many clients among varying industries better protect themselves and more clearly understand the insurance options available. Currently pursuing a designation to be CPCU (Chartered Property Casualty Underwriter) is among the growing list of continuing education efforts that keep Joe focused on the details that are so often overlooked in the hunt for the lowest up-front cost in today’s insurance industry. Among the duties assigned to Joe are: Sales, Training, Service, and Community Outreach.
The Law Firm of Strazzeri Mancini LLP
Stephanie is currently the Managing Attorney for the Wealth Strategies Planning Department, the Contested Matters Department, Family Counselor Department, and assists the FamilyCare™ Estate and FamilyCare™ Business Departments. Stephanie manages the affluent clientele and complex casework through the Wealth Strategies Process, and additionally helps to counsel clients and review documents in the estate and business planning departments.
Stephanie has gained experience in all departments of Strazzeri Mancini LLP including Estate Administration, Estate Planning, Litigation, and Wealth Strategies Planning. Stephanie also facilitated the operation, marketing of, and creation of marketing materials for the Southern California Institute.
As an active volunteer, Stephanie served as the Vice Chair of the USD Pro Bono Legal Advocates Program and as a legal volunteer to the San Diego Volunteer Lawyer’s Program, AIDS Clinic. She enjoys international travel, running by the ocean, surfing on camping trips with her husband, Richard Downer, along the California and Baja coastlines, and cooking (but especially eating) big dinners with friends.
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University of Cincinnati Foundation
Married to wife Ann for 33 years three children: Kate, Jeff, and Deirdre. Mr. Dundon enjoys golf, hiking, sailing, reading, and history.
Dunham & Associates Investment Counsel, Inc.
Mr. Dunham is Founder and CEO of Dunham & Associates Investment Counsel, Inc. (Dunham & Associates) and Chairman of Dunham Trust Company. He also serves as a Trustee, President, and Principal Executive Officer of Dunham Funds. Mr. Dunham’s investment expertise spans more than 25 years, dating to when he started a family of private funds and built Dunham & Associates upon the premise of performance-based advisory compensation—a radical idea at the time—now a model for others. Beginning his investment career in 1977, Mr. Dunham acquired real estate for investors and his own account.
As President of San Diego-based JAD Properties between 1979 and 1989, Mr. Dunham continued hands-on management of real estate holdings. Prior to becoming Founding Partner of Dunham & Associates, he was Partner in the investment firm of McKewon Securities and worked with Enterprise Management Company, a venture capital affiliate of McKewon Securities. Mr. Dunham earned a BS degree in Business Administration with an emphasis in Finance from San Diego State University. He holds FINRA Series 3, 4, 7, 24, 53, and 63 registrations.
Registered representative of Hornor, Townsend & Kent, Inc.
Trey Fairman, J.D., LL.M.
As a Senior Wealth and Insurance Planning Strategist, Trey Fairman partners with independent and institutional financial advisors helping them increase productivity by providing insurance-based solutions to their high net worth clientele.
Trey is an active instructor at various educational events, including local platforms such as the California Forums and Thursday Insights at The Southern California Institute in La Jolla, CA.
Trey has earned a Bachelors of Science in Finance from the University of Delaware and his law degree (J.D.) from the University of San Diego. After passing the California bar exam, Trey returned to the University of San Diego to obtain his Master of Laws in Taxation (LL.M.) in 2001. Trey lives in North County San Diego with his wife and two boys.
Profile coming soon!
Forbush Legal Offices, P.C.
He is a member of the Colorado State Bar, the Trust and Estates Section of the Colorado Bar Association, the El Paso County Bar Association, the State Bar of California, and the Colorado Springs Chapter of the National Association of Insurance and Financial Advisors (NAIFA). Kevin retired in 2006 as a Lieutenant Colonel from the United States Air Force Reserves after 24 years of active-duty and reserve service. He served most of his military career as a member of the Air Force Judge Advocate General (JAG) Corps.
Kevin lives in Colorado Springs, Colorado, with his wife and best friend of 14 years, Beth Morgan, owner of Nourish4Life, LLC, (www.nourish4life.com) a nutritional products and wellness consulting business. Kevin and Beth have four children: Vance, a recent graduate of the University of California, Riverside Jason, a pre-med major at the University of Notre Dame Christian (Chris), age 13 and daughter, Bryson, age 8.
Kevin Forbush is an attorney and inactive CPA licensed in both Colorado and California. Kevin’s combination of legal and accounting experience makes him uniquely qualified to counsel clients on the complex issues where the law, taxes and financial matters intersect. Kevin focuses his practice on estate planning, asset protection and business planning.
Kevin earned his Bachelor of Science in Business Administration (with a concentration in Accounting) from California State University, San Bernardino, in 1982 and his Juris Doctor, cum laude, from the University of California, Hastings College of Law in 1988.
Lincoln Financial Advisors
Bill Fortner has focused on life insurance sales for 14 of his 18 years in the financial services industry. He started at Bank of America for 7 years, moved to John Hancock for 2, and recently was at Hartford for almost ten years where he was one of 8 individuals nationally who served as Director of Private Wealth Management, and a Bank Advisor specialist. Jan 3, 2011 Bill started a new chapter in his career moving to MetLife in order to start calling on UBS, MSSB, WFA and Edward Jones advisors in Southern California. Billy has accepted a prestigious position with Lincoln Financial Advisors as the Managing Director of the Pacific Regional Planning Group.
Fortner is a graduate of the University of Southern California in Los Angeles, where he earned a BA in Communication Arts and Sciences. Bill has been named to the permanent faculty at the Southern California Institute, which offers California’s most complete business, estate and wealth strategies curricula to help wealth advisors interact and share with clients to inspire action. He is also a graduate of the Laureate Center for Wealth Advisors.
In his leisure time, Fortner has been known to perform at the local “IMPROV” and he has successfully used comedy to educate and motivate clients and their advisors to action. He is a member of the Roosters of Orange County, a non profit social and charity organization whose membership consists of professional men of diverse backgrounds dedicated to fund-raising for the benefit of disadvantaged and at-risk children in the community. Bill is an avid endurance cyclist and just completed a ride across the state of Iowa this summer for the longest, largest, oldest ride of its kind in the world for charity. 10,000 riders, 494 miles, 22,000 feet of elevation, 7 days, and whole lotta corn.
J. Stephen Gammill
J. Stephen Gammill, LLC
Mr. Gammill received his JD from the University of Colorado in 1964. He spent the next 27 years practicing law, primarily in the litigation arena, in Albuquerque, New Mexico. In 1991, he made the decision to return home to Colorado and settled on the western slope in Grand Junction.
In 1996, he joined the National Network of Estate Planning Attorneys and began limiting his practice to estate and wealth planning issues.
Mr. Gammill has completed an extensive post doctorate program with the Esperti Peterson Institute and holds the designations of Fellow of the Esperti Peterson Institute and Fellow of the Estate and Wealth Strategies Institute at Michigan State University.
He has been an Adjunct Professor for the Academy of Multidisciplinary Practice at Michigan State University and teaches nationally to attorneys and other professionals in the estate and business planning field.
He has recently presented on the topics of ILITs, business and investment asset protection, marketing, business succession, and disability planning for the National Network and for the Wealth Strategies Institute.
He is the author of numerous estate and tax planning curriculum for courses he has taught and for seminar presentations and has been a reviewing author for Cutting Edge and has published a review of a major article on the tax reform act and is a contributing author to: THE PRACTICE: Creating, Growing, and Maintaining a Successful, Client-Centered Estate and Business Planning Law Firm.
Today, he limits his practice to Estate and Wealth Strategies Planning including business exit and asset protection planning. He is a frequent lecturer and group facilitator in estate planning and transfer tax matters to members of the public and to professional groups such as CPAs, attorneys, insurance professional and Certified Financial Planners.
He is married to Jan Gammill who teaches kindergarten at Wingate Elementary School in Grand Junction. They are members of Monument Presbyterian Church where they serve as elders and church leaders.
My Purpose is to Transform by Realizing Worth:
Stephen Geribo, Jr.
California Tax Lawyer, August, 1992 – “Can the Service Partner Finally Go Back To Work?”
Family Limited Partnerships in Estate Planning and Asset Protection, “Maximize the Use of Family Limited Partnerships in Estate Planning” and “Sort Through the Complex Rules Regarding the taxation of Family Limited Partnerships,” August 2008
Law Offices of Suzanne Graves
Attorney & Counselor at Law
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Attorney At Law
Attorney & Counselor at Law
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President and CEO
John L. Jenkins, AEP, CSA, EA, CFP, is the founding shareholder, President and CEO of Asset Preservation Strategies, Inc., a Securities and Exchange Commission Registered Investment Advisor. He has been engaged in the financial services industry since 1982.
A third generation San Diego native, Mr. Jenkins obtained his Bachelors and Masters Degrees from San Diego State University. In 1985 he earned the Certified Financial Planner designation from The College for Financial Planning in Denver, CO, and entered private practice by forming Clyman & Jenkins, Inc., a Registered Investment Advisory firm in Encinitas, CA. In 1988 he became a Registered Principal and Branch Manager with W.S. Griffith & Co., Inc., a registered broker-dealer. In 1990 Mr. Jenkins opened an Office of Supervisory Jurisdiction and became a Branch Manager and Registered Principal with Anchor National Financial Services, Inc., which merged with SunAmerica Securities, Inc., in May 1992. In May of 2003 he became a Branch Manager and Registered Principal with QA_ Financial Corp., Member NASD/SiPC. In 1991 Mr. Jenkins successfully passed the Enrolled Agent (EA) exam as administered by the Internal Revenue Service. He was admitted to the Directory of CFP Practitioners in October 1993 and became a Certified Agent for the California Partnership for Long Term Care in October 1994. In August of 2002 Mr. Jenkins obtained a Masters Degree in Wealth Strategies Planning from the Estate & Wealth Strategies Institute at Michigan State University and is endowed as a full Fellow of the Esperti Peterson Institute. In September of 2003 Mr. Jenkins was certified as a Certified Senior Advisor and admitted to the Society of Certified Senior Advisors. He is also a Fellow of the Southern California Institute (www.scinstitute.org). He received the Accredited Estate Planner accreditation on December 1, 2005.
Mr. Jenkins is a member of the Financial Planning Association (FPA), The CA Society of Tax Consultants, The Certified Senior Advisor Society and the Estate Planning Council of San Diego. The Certified Financial Planner Board of Standards grants him the right to use the CFP designation. In addition to adhering to a strict code of ethics for each of these organizations, he is required to obtain a minimum of 60 hours of continuing education credits every two years to retain active membership and licensing status.
Mr. Jenkins has conducted numerous financial planning workshops during his 23-year career. He has been a guest on the PBS television show “The Money Makers” and its successor, “The Financial Advisors” as well as the syndicated news magazine show “Heartbeat of the City”. Mr. Jenkins has authored four publications: “Minimum Retirement Plan Distribution Rules When Someone Passes Away”, “Estate Planning with IRAs for California Professionals”, “21st Century Wealth” and “Living & Learning: Achieve Retirement and Education Security”. He is a former Adjunct Faculty member of the National Endowment for Financial Education in Denver, CO, and is recognized both in “Who’s Who in California” and “Who’s Who in Finance”. He completed five years of service on the Board of Directors of the San Diego Chapter of the FPA and is currently serving on the Board of the San Diego Estate Planning Council and as a member of the Estates and Trusts Committee for Children’s Hospital Foundation. Mr. Jenkins has been quoted in the financial press, including Financial Planning News, The San Diego Union-Tribune, the La Jolla Light and the San Diego Business Journal.
Jimmie L. Joe
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The Finacial Team
Ms. Lombardo says that when it comes to investing, she is a strong proponent of the “SWAN” principle – “Sleep Well at Night” – for both her clients and herself. Peggy has provided her expertise and advice to clients in the areas of investment management, tax planning, and real estate for over 20 years. She chose this profession because she felt the need to assist and educate the public in their important financial choices.
Peggy started her career in 1984 after living and traveling extensively throughout the world. While establishing roots in North County San Diego, she owned several different financial service businesses. As an Enrolled Agent (EA), Peggy is licensed by the federal government to represent taxpayers before the Internal Revenue Service (IRS).
Peggy is an active Member of the Financial Planning Association; Former Adjunct Faculty Member of the College for Financial Planning; Fellow of The Southern California Institute in La Jolla, CA; and Member of the Fellowship of Graduate Estate Planning Consultants.
McDowall Cotter, Attorneys at Law
Tony Madonia is an Attorney and Certified Public Accountant who concentrates in the areas of Estate Planning and Administration, Business Strategy and Planning, Wealth Counseling, Corporate Law, and Taxation.
Mr. Madonia founded Anthony J. Madonia & Associates, Ltd. with a vision of creating a service-oriented, hands-on practice where clients receive comprehensive support and expedient attention. Early in his career as an intern and tax accountant, Mr. Madonia recognized the value of providing multi- dimensional insight when guiding clients through complex transactions. To add to his accounting expertise, he pursued his Juris Doctorate to provide a more comprehensive lens to support client needs. Today, Mr. Madonia is known as a valuable business and tax resource, helping privately-held firms and the families and individuals they support preserve wealth.
Mr. Madonia thrives on legal and tax challenges—the kind of complex problems that require understanding from multiple viewpoints. He enjoys identifying the strategies and developing the plans that minimize tax exposure and achieve success. Mr. Madonia is highly respected for his knowledge and insightful perspectives on the complexities that affect privately-held businesses. His direct involvement with clients keeps him in touch with today’s business environment and the evolving needs of business owners.
Prior to founding the firm in 1995, Mr. Madonia worked for Peat, Marwick, Mitchell & Co. as a senior tax accountant and manager, and a boutique law firm, where he was partner.
Mr. Madonia is a native of Chicago, where he resides with his wife, Jenny, and their two sons and daughter. Mr. Madonia is active in hockey with his sons and ballet with his daughter, supporting the organizations that have impacted the lives of his family, his most prized accomplishment. When not with his family, Mr. Madonia is pursuing his passion for aviation; he is a licensed, multi-engine pilot.
Mr. Madonia graduated with a Bachelor of Arts degree in Accounting from the University of Illinois. He earned his Juris Doctorate from John Marshall Law School while practicing as a Senior Tax Accountant.
Professional and Civic Affiliations
In addition to leading the firm, Mr. Madonia is an adjunct professor at John Marshall Law School in Chicago, where he teaches Estate & Trusts and Estate Planning & Drafting. A member of the American Bar Association and American Association of Attorney-Certified Public Accountants, he also serves as Chairman of the Asset Protection Committee of the Chicago Bar Association and is frequently asked to speak at various professional seminars. He is the 2010-2011 President of the Chicago Financial District Chapter of Rotary International; is active on the Board of Directors for Le Ballet Petit, a non- profit dance studio for children, where he is Treasurer; serves on the Planned Giving Committee of Catholic Charities; and is a member of the Justinian Society of Lawyers. Mr. Madonia has also co-authored Generations: Planning your Legacy, Midas Managers: How Every Business They Touch Turns to Gold, and The Complete Guide to Estate & Financial Planning in Turbulent Times.
Stephen J. Mancini
Professional Background & Personal Information
Jeffrey Robert Matsen
Bohm, Matsen, Kegel & Aguilera, LLP
Jeffrey R. Matsen is a graduate of Brigham Young University, cum laude, having received his law degree with honors (Order of the Coif) from UCLA’s School of Law. He is currently partner in charge of the Estate Planning and Business Transactions Department of Bohm, Matsen, Kegel & Aguilera, LLP, which exclusively handles estate planning, asset protection, business formations and transactional matters, taxation and real property law.
Jeff has been named one of “America’s Top 100 Attorneys” by Worth Magazine one of “California’s Super Lawyers” by Los Angeles Magazine and has an AV rating for competency and ethics by Martindale-Hubbell.
Matsen regularly presents educational seminars for the California State Bar the National Business Institute, and has presented seminars for the California Society of Public Accountants the Orange County Bar Association and the National Association of Realtors in the fields of estate planning, asset protection and entity formation. Additional experience include law school professorships in the fields of Business Planning, Estate Planning, and Advanced Taxation. A Fellow of the Center of International Legal Studies, Jeff has served as a visiting professor at the law school in Maribor, Slovenia. He is certified in Business Appraisal by the National Society of Appraiser Specialists. Memberships include the International Society of Trust and Estate Practitioners (“STEP”) the Offshore Institute the State Bar of California the American Bar Association and the Southern California Institute’s Laureate Circle, which collaborates with the Advanced Wealth Studies Institute in providing strategic resources to prominent estate planning and business attorneys specifically serving affluent clientele.
Jeff has published several legal articles including “Asset Protection Planning” “Establishing the Price of Closely Held Business Buy-Sell Agreements” “A New Look at Business Buyout Agreements” “Formulating Buy-Sell Agreements and Valuing Closely Held Stock”, as well as numerous seminar curricula.
He is admitted to practice in the United States District Court (Central District) the United States Supreme Court and the United States Tax Court.
Professional Background & Personal Information
Mr. Matuk has tried over 100 bench trials and over 50 jury trials, both criminal and civil. With respect to his civil experience, Mr. Matuk has tried major jury trials in both state and federal courts, where the potential liability or recovery to his private clients, the City of San Diego, and other public entities exceeded $100,000,000. These civil jury trials have ranged in duration from six trial days to four weeks and involved various types of lawsuits, including partnership dissolution, federal civil rights,
In addition to his trial experience, Mr. Matuk has been the responsible attorney in numerous writs and appellate matters. He has personally prepared and argued numerous cases before the Fourth District Court of Appeals, the Ninth Circuit and U.S. Supreme Court and has argued two published cases before the California Supreme Court.
After leaving the City, he entered private practice and developed a strong business law specialty using his litigation experience to help guide his clients.
Mark Mazur brings nearly 30 years of business and financial services industry experience to the Huber Financial management team. His primary focus as a wealth manager is working with clients and developing strong partnerships with accounting, law and benefit firms. In addition, Mark is the primary person responsible for the firm’s marketing and branding initiatives.
“My mission is to make a difference for people. As a financial counselor and coach, together with a collaborative team of experts, I help guide my clients along their journey to their envisioned future. Beginning with the foundation of a comprehensive plan to navigate today’s financial complexities, we continue together with active planning, guidance and support needed throughout every new chapter that life brings.”
He holds a degree in communications and design from Southern Illinois University.
Mark and his wife Catherine, live in Deerfield and maintain a separate residence in San Diego where their children and granddaughters (Sophia and Rachel) live. They have a passion for travel, yoga, good health and lifetime growth.
Matt McClintock joined the team at WealthCounsel in July 2006 and currently serves as Vice President of Education. His personal mission – and the mission of the WealthCounsel education team – is to help attorneys be better attorneys by growing in knowledge and understanding, help them serve clients better by implementing more complete planning strategies, and enjoy their practices more through improved processes, happy and consistent client relationships, and strong relationships with collaborative advisors. Matt received his JD in 2000 from the University of Oklahoma Law School.
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Red Hill Law Group, PC
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J. Terrence Moynihan
The Moynihan Law Firm
J. Terrence Moynihan is a Certified Specialist in Estate Planning, Trust and Probate Law*, a principal of the firm and is a frequent speaker on estate planning and related topics.
* State Bar of California Board of Legal Specialization
Terrence is a graduate of Gonzaga University School of Law, in Spokane, Washington. He also holds a bachelors degree in Economics from the University of Washington.
The Myers Law Firm P.C.
Julia Nickerson, Esq.
Nickerson Law Group was formed from a fundamental belief that all families, no matter what their age or net worth, deserve quality legal advice regarding their estate plan, business plan and asset protection.
The founder, Julia Nickerson, is a second generation estate planning attorney. Ms. Nickerson’s father, Richard Hart, who also assists the firm in its larger cases, has represented some of the wealthiest families in the state of Illinois in planning their estates.
Ms. Nickerson obtained her law degree in 1997 from The John Marshall Law School in Chicago, Illinois, where she served on the law review. During her last year of law school Ms. Nickerson moved to San Diego, California with her husband who was based on Coronado Island serving as a Navy SEAL for SEAL Team One. Ms. Nickerson finished her law degree at the University of San Diego School of Law where she studied mostly tax law.
Before starting her own law firm, Ms. Nickerson practiced law for ten years at a large law firm in San Diego where she learned creative ways to legally save wealthy clients large amounts of money in taxes. She represented clients in multi-million dollar litigation before the United States District Court, Ninth Circuit Court of Appeals, and the U.S. Supreme Court. She also taught law as an Adjunct Professor at the University of Indiana School of Law.
When Ms. Nickerson gave birth to her first child, she almost died. This life-changing event made her realize as a mother and attorney how important it is for every family, no matter what their net worth, to have a legal plan.
Ms. Nickerson has also been deeply affected witnessing the struggles her brother and sister-in-law go through raising their autistic son. Julia has become passionate about helping families with special needs children plan ahead legally.
Nickerson Law Group focuses its legal practice on 5 things: estate planning, asset protection, probate and estate administration, guardianships for special needs children and counsel regarding controversies of these matters.
We wrap our clients in an extraordinary experience-an experience that goes beyond the acceptable limitations and sets a new standard in our industry. Not only do we treat all clients like family, but each and every team member of Nickerson Law Group is treated like family as well.
Having trusted legal counsel to turn to is an extraordinary relief and benefit. Our clients and their families are clients for a lifetime, not just a one-time transaction. We help our clients create legal plans that are organized and easy to understand, because our office is operated by a system of highly organized procedures.
Brian Nielson has been in estate planning for his entire career.
Scott Noble, CPA/PFS
Scott Noble grew up in Indianapolis, Indiana, the son of a commercial airline pilot who showed him how to create wealth by managing resources well.
Scott’s passion for excellence in whatever he did led him to excel in golf and soccer. He became a top-seeded golfer and still holds a single-digit handicap.
After receiving his B.A. from Wake Forest University, he became a senior consultant with a “big six” consulting firm where he fine-tuned his unique ability to make complex situations more simple.
He has served as the CFO of multiple companies and as a partner in entrepreneurial businesses, using his ability to seize maximum opportunity with all available resources.
Co-founder of Boomfish Wealth Group, LLC and Wealth With No Regrets, Scott is motivated by a unique personal ambition to protect wealthy families from being “pantsed.” He was 15 years old playing basketball in a crowded gymnasium when a buddy ripped down his shorts as he extended for a layup to the basket. This was his first experience with the embarrassment of being “pantsed.” Early in his career it happened again, when his investment advisor failed to get him to diversify his holdings even though he had enough to retire. This resulted in a major reduction in his net worth in 2000. Yet again he was “pantsed” when he became over leveraged in real estate ventures in the 2008 recession due to a lack of sound coaching. As a result of these experiences, it is Scott’s ambition to ensure that wealthy families do not get “pantsed” either in their planning or because of a lack of planning.
Husband to Denise and father to three daughters, Andie, Leah, and Hannah, Scott resides in Alpharetta, Georgia, where he and Denise frequently enjoy date nights and family get-aways.
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Law Offices of Jacqueline Real-Salas
Jackie concentrates her law practice in the areas of estate planning, trust administration, estate and gift tax minimization, probate, special needs trusts, and asset protection. She is deeply committed to building lifelong relationships with her clients and helping them shape their legacies, while preserving wealth and harmony.
Jackie has helped many individuals create customized estate plans and has advised them in various aspects of wealth transfer planning designed to minimize estate taxes, including, but not limited to, the implementation of living trusts, life insurance trusts, charitable trusts, private foundations, business formation and succession planning, grantor-retained annuity trusts, defective grantor trusts, and dynasty trusts. She has also guided individual trustees in carrying out all aspects of trust administration. In furtherance of litigation avoidance strategies, Jackie has worked with beneficiaries of trusts and estates in contentious matters and has helped clients avoid costly litigation by reaching satisfactory resolutions with their opponents. Further, Jackie has represented corporate trustees in a variety of fiduciary matters and has advised them as to their fiduciary duties in administering, modifying and terminating trusts.
Jackie is a certified specialist in estate planning, trust and probate law, certified by the State Bar of California Board of Legal Specialization. As a graduate of Southwestern University School of Law (SCALE), Jackie graduated at the very top of her class, was a member of the Law Review, and received several academic awards, including an award in taxation law. Jackie is also an honors graduate of Loyola Law School’s Master of Laws in taxation program. She is a past member of Calleton, Merritt, De Francisco & Real Salas, LLP, a trusts and estates boutique firm in Pasadena, California.
Jackie has lectured on topics related to estate planning and taxation to various audiences, including attorneys attending MCLE lectures put on by the Los Angeles County Bar, the Pasadena Bar Association, the State Bar of California and the USC Gould School of Law Trust and Estate Conference. She has authored articles published in legal and consumer publications.
Jackie is licensed to practice in California and before the U.S. District Court for the Central District of California. She is a past Chair and current member of the editorial board of the Los Angeles Lawyer Magazine, a monthly publication of the Los Angeles County Bar; she is also a member of the Executive Committee of the Los Angeles County Bar’s Trusts and Estates Section, the Pasadena Bar Association and the Riverside County Bar.
In her spare time Jackie volunteers for charities that benefit people with special needs and rides her horse in the discipline of dressage. While born in the U.S., she grew up in Argentina and is fluent in Spanish.
Lynsey A. Richardson is the Private Client Analyst of Dunham & Associates Investment Counsel, Inc. Ms. Richardson’s primary responsibilities include working directly with the CEO of Dunham & Associates and his private book of business. She manages the new and existing private client accounts from opening to asset investment and further maintenance of accounts as required.
Ms. Richardson acts as the main “problem solver” for account issues and client inquiries. Prior to her role as Private Client Analyst for Dunham & Associates she served as the National Accounts Manager for the firm. In this capacity she focused on advancing the strategic relationships and initiating business development with various Broker/Dealers, wirehouses, and banks across the country.
Ms. Richardson graduated with honors from Washington State University and obtained her BA in Communications with an emphasis in Marketing and Public Relations from the university’s Edward R. Murrow School of Communication. Ms. Richardson holds FINRA Series 6, 7, & 66 registrations, and is currently pursuing her Certified Financial Planner designation.
Mike Rodman, CFP has been a Comprehensive Financial Planning Industry Leader for the past 30 years. After graduating from the University of Notre Dame in 1983, Mike attained his Certified Financial Planner (“CFP”) designation in 1989. Mike is one of the few full time financial planners who brings more than two decades of actual Business Owning and CEO Experience to the table. Mike created Best Practices of America intending for it to be a unique financial planning delivery model. Best Practices consists of a Team of Members who Collaborate with clients assuring that each client’s team is truly the Best of the Best in each area of discipline.
Profile coming soon!
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Marc Selden, Esq.
Mr. Selden is dedicated to providing comprehensive, highly personalized estate planning counsel to individuals, couples, families and businesses. Mr. Selden takes a holistic and creative approach to addressing his clients planning needs.
Profile coming soon!
DESIGNATIONS & LICENSES
Director, The Insurance Design Group
Senior Vice President, Wealth Management Specialists
Laura Stees, CPA
CPA and Partner
Laura Stees is a CPA, Business Strategist and Partner at Cobb, Stees & Company, LLP, with offices in Rancho Bernardo and San Marcos, CA. She is a member of the American Institute of Certified Public Accountants, the Society of California Accountants and the California Society of Certified Public Accountants in which she serves on the Members Insurance and Benefits Committee. Laura and her firm are members of RAN ONE, the world’s largest international network of independent CPA firms, and are active members in the Chambers of Commerce in San Diego North, San Marcos, Vista and Oceanside.
Laura is also Founder of the Golden Goose Foundation, a graduate of the Poway Community Leadership Institute, Treasurer of the Blue Sky Community Foundation in Poway and a member Rancho Bernardo Sunrise Rotary Club.
At Cobb, Stees & Company, LLP, we strive to bring you a full range of accounting and business management services. In addition to theoretical training, I have hands-on, real- world experience in almost every aspect of my field – both as a CPA and as an accountant in the private sector. I focus on helping businesses reach their highest profit potential through tax minimization, retirement and succession planning, profitability analysis, using key performance indicators, clear explanations of financial statements and assistance with loan packages and budgeting. I have a personal passion for real estate investments and as both an investor myself and as a CPA, I enjoy helping fellow investors achieve their fullest investment potential and goals. These are just some of the ways we help clients gain control and direction I their business and personal financial matters. The list goes on, but the bottom line is, we give you the services you need to chart your course for financial success.
Joseph J. Strazzeri
Professional Background & Personal Information
Kevin J. Sullivan, Esq.
Former and/or present member: Bartlett Regional Hospital – Director and Finance Committee Chairman; Glacier Valley Rotary Club – Director; Catholic Community Services – Director; Juneau Chamber of Commerce – Director, Beans Cafe & Outreach Center – Director; Juneau and Douglas Volunteer Fire Departments
Lizette B. Sundvick, Esq.
Attorney Lizette Sundvick’s practice focuses on helping families enhance their lives today and secure their futures tomorrow. She excels in guiding her clients through the often confusing maze of tax, financial and legal decisions to create plans that ensure the well-being of their families and the accomplishment of cherished family goals. Her considerable legal expertise includes estate planning, wealth preservation, values-based planning and asset protection for those concerned about their families, Seniors, Business Owners, Real Estate Investors and Professionals as well as planning strategies for unmarried couples and divorced individuals.
Lizette graduated from Rutgers University in 1990 and obtained her Juris Doctor from California Western School of Law in 1993. Lizette is President of the Law Office of Lizette B. Sundvick, PC dba Sundvick Legacy Center, founded in 1995. Her practice is limited to Life, Business & Estate Planning matters. With an Integrated Life Planning Process, Lizette teams together with CPAs and Financial Planners to focus on the healthy transition of family wealth and to help families prosper, protect and preserve their assets and values.
Her legal experience includes business entity formations, planning and consulting; estate planning, including trusts, wills and powers of attorney, advanced estate planning and asset protection for high networth families, professionals, real estate developers/investors, business owners and seniors (including Medicaid Planning); probate, guardianship and family law.
Lizette’s training after law school has been with the National Network of Estate Planning Attorneys, Wealthcounsel, LLC and the Laureate Program for Wealth Advisors. Lizette is a founding member of the Nevada Wealth Counsel Forum and was President from 2009 to 2012. She is committed to engage in an ongoing educational process and provide leadership in well tested estate planning techniques to assist families with their foundational estate plans as well as advanced wealth preservation planning. Lizette’s team provides a personal touch with concern, commitment and competency. Lizette has concentrated her practice on the Trusts and Estates area because she is passionate about helping families create happy and secure futures. She also enjoys public speaking and educating private groups and local professional organizations in her community.
Ms. Sundvick’s other associations include the Trust and Wills sections of the NV State Bar Assoc., the Clark County Bar Association, NAIFA; the Women’s Leadership Council of the United Way of Southern Nevada; and Green Valley Baptist Church.
“Our firm is dedicated to giving our clients peace of mind by providing quality Life, Business, Estate Planning & Wealth Preservation services with integrity and a commitment to excellence.”
Jeffrey M. Sydney, Estate Planning AttorneyJeff has been an attorney in California for more than 30 years. He is a Certified Specialist in Estate Planning, Trust and Probate Law, Certified by the State Bar of California. This means Jeff has passed a rigorous written examination; satisfied requirements for extensive experience in these practice areas; fulfilled ongoing educational requirements; and received favorable reviews from other attorneys and judges familiar with his work.
Jeff’s educational background includes a Juris Doctor (JD) degree from Stanford University Law School, a Master of Business Administration (MBA) degree from the University of Southern California and a Bachelor of Arts (BA) degree from Columbia University. He is a member of WealthCounsel, the WealthCounsel Advisors Forum and the National Academy of Elder Law Attorneys.
Jeff’s decision to focus on Estate Planning and Elder Law was initially based on experiencing firsthand how Elder Law and estate issues impacted his own family. This commitment has been constantly reinforced over the years by the satisfaction of working closely with individuals and families and helping them successfully address these issues for themselves and loved ones.
Jeff takes a very personal approach to the practice of law. He devotes a significant portion of every initial consultation to asking the kinds of questions that enable him to get to know you and your family. What are your greatest concerns? Your short and long-term goals? Your hopes and dreams for the future? Your values? Only when Jeff has a thorough understanding of these and other issues that matter to you most will he work with you to design a customized plan tailored to your specific situation. Experience has taught him that this kind of approach is the only way to create truly effective plans – ones that go well beyond simply minimizing taxes and avoiding probate.
Jeff is a longtime resident of the West San Fernando Valley. Jeff is married. He has two children. Jeff’s hobbies include flying (as a licensed private pilot), model railroading, and attempting to master the impossible game of golf.
Taiya Thompson, CFP®
Taiya Thompson is a Certified Financial Planner bringing more than 16 years of industry experience to Gentry Wealth Management. Mrs. Thompson navigates affluent individuals, families and business owners through the planning process to create a wealth strategies plan that addresses investment strategy and portfolio management, risk management, assuring lifestyle and income streams, income tax and estate tax reduction, succession and exit planning for business owners, special needs planning and the many facets of estate and philanthropic planning. Mrs. Thompson believes in the concept of collaboration and holistic planning to bring order and peace of mind to her clients affairs so they are free to focus on what is important to them, their families and communities.
Prior to joining Gentry, Mrs. Thompson spent 14 years with Fidelity Investments. During her tenure she worked in Utah, California and Nevada. Most recently she worked with Fidelity’s Private Client Group serving as the Vice President and Senior Account Executive where she managed and planned for more than 500 clients with a combined net worth in excess of $1 billion. Mrs. Thompson started in the banking industry prior to her tenure at Fidelity.
Mrs. Thompson studied Business Finance at California State University at Northridge. She is an active member of the Financial Planning Association and National Organization of Women Business Owners. Her and her husband, Jimmy, have two children, Kasia and Kian who is with Down syndrome. Mrs. Thompson sits on the board of the Down Syndrome Organization of Southern Nevada serving as Treasurer and volunteers with several other community organizations. Outside of work, she enjoys traveling to music festivals, vacationing with the family, being a pageant mom and road biking.
Louis Tommasino has extensive experience in tax services, auditing and financial consulting, including business planning and management services. Since 1996, he has grown his practice to nine employees with over 500 clients providing results-oriented tax, business management and accounting services for small businesses, non-profit organizations, trusts, estates and individuals.
His accounting experiences encompass a broad range of industries including: the biotech industry, entertainment, restaurants, real estate, medical offices, contractors, retailers, medical supplies, and non-profit organizations.
Mr. Tommasino has worked with several start-up companies in Arizona and California. He has used his expertise to consult development-stage companies in the following industries: historic renovation, action clothes, kiosk technology, and the biotech industry.
While helping clients add value to their businesses is Mr. Tommasino prime objective, he has a special place in his heart for those of Italian heritage. He helps Italian-speaking clients negotiate contracts and learn about U.S. business practices using his working knowledge of the language.
Mr. Tommasino graduated with a Bachelor of Science in Business Administration from Arizona State University, which is consistently rated in the top 20 U.S. schools of Accountancy. After several years working in the court system as a probation officer, in government as a controller, and in a large accounting firm as an auditing manager. In 1996 he brought his family to San Diego to start his practice offering personalized service to businesses and individuals.
He and his company have donated time and resources to local schools and non-profit organizations in Arizona and California.
His interests include coaching and playing soccer. He’s involved in many community and professional events and is an active member of several civic and church organizations.
Robert D. Vale
McDowall & Cotter, APC
Attorney and Counselor at Law
California Bar, 1989; Washington Bar, 1991
University of California, Hastings College of the Law
University of California, Berkeley
Attorney, Law Firm of Strazzeri Mancini LLP
Kimberly is currently the Managing Attorney for the FamilyCare Estate Succession department. Kimberly manages trust administration and probate cases through the FamilyCare Estate Succession Process, as well as assisting in the Wealth Strategies Planning Department.
The Financial Team
Ms. Verduyn has been dedicated to the study and advancement of personal finance since 1981. Her method of coaching addresses both the financial as well as the emotional concerns of each investor. She helps you evaluate your situation and then sets a course just right for you. The analysis uncovers the facts of your situation and then her coaching provides a realistic means for you to achieve your goals.
Maureen has concentrated on the area of portfolio management and teaches this and other advanced financial subjects to investors, as well as to other professionals through programs at the Southern California Institute.
Maureen and her husband Kevin, along with their boxer-mix Gracie, live in Carlsbad and have been members of the community since 1985.
Maureen is an active Member of the Financial Planning Association; Former Adjunct Faculty Member of the College for Financial Planning; Fellow of The Southern California Institute in La Jolla, CA; and Member of the Fellowship of Graduate Estate Planning Consultants.
Profile coming soon!
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Christine C. Weiner
Attorney Christine C. Weiner provides comprehensive, highly personalized estate planning counsel to couples, families, individuals and businesses. As the firm’s founder, Christine upholds the highest standard of client services, scholarship and accessibility. She listens closely to her clients’ goals, dreams and concerns, and then works with her clients to develop superior individualized plans. Christine is committed to helping her clients understand that the foundation of estate planning is not just saving tax dollars, but also appreciating the value of planning for themselves and their loved ones, in order to Leave a Lasting Legacy®.
Christine has been certified as a Legal Specialist in the field of Estate Planning, Trust and Probate law by the California State Bar, Board of Legal Specialization. This means she has passed a rigorous written examination; satisfied requirements for extensive experience in these practice areas; fulfilled ongoing educational requirements; and received favorable reviews from other attorneys and judges familiar with her work. Christine is licensed to practice law in all the Courts of California, The California Supreme Court, and the Federal District Court.
Christine’s educational background, advanced training and 20-plus years of experience make her eminently qualified to design a comprehensive estate plan that protects you, your family, your business and your legacy.
Danniel J. Wexler
Attorney at Law
Profile coming soon!
William Wood, Jr.
Wood Financial Planners
Being in control of your personal affairs takes as much forethought and effort as does having a successful career. You need an Financial Planner with the integrity to place you and your family first and the experience to deliver the results you need.
Education: Bachelors of Business Administration in Economics and Marketing, Gonzaga University, Spokane, Washington Certified Financial Planner, College of Financial Planning, Denver Colorado Retirement Planning Consultant, AG Edwards Estate and Trust Services Consultant, AG Edwards Accredited Asset Management Specialist, College of Financial Planning, Denver, Colorado Fellow of the Life Management Institute, Life Office Management Association, Atlanta, Georgia.
Member: Financial Planners Association
Positions: Principal and Founder of Wood Financial Planners Financial Consultant Merrill Lynch Financial Consultant AG Edwards CEO for two financial institutions Consultant for Land Development Founder and Principal of Cascade Financial Management, Inc. Commercial Lender and Banking Manager/Officer.
Community Service: Director, Board of Directors San Marcos Chamber of Commerce, President Rotary Club of San Marcos Director, Board of Directors Boys and Girls Club of San Marcos.
Personal: William and his wife Nancy are both active in their community, participating in a number of charitable and community service organizations. They enjoy time with friends and family. William is particularly proud of his work in Rotary supporting our Marines and Sailors. A Vietnam War Veteran, William served in the Americal Division as a Captain.
The Laureate Center for Wealth Advisors provides cutting edge training from industry leaders in advanced wealth, business, estate, and income tax planning.