Education Members

Education Members include all those professionals who take an active interest in expanding their knowledge base and collaborative relationships in wealth strategies planning for their clients. Members have and currently attend the Institute’s educational programming, and participate in an active dialogue geared towards understanding and developing the latest estate planning techniques.


Click here to learn more about becoming an Eductional Member


Feel free to browse all the different Members who are a part of the Southern California Institute.


 

Member Profiles

Maria Aguilar

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Reed Anderson

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Scott Anderson

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Ed Andrade

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Andrew Arnold

Company: Morgan Stanley Smith Barney
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Telephone: 858-643-5046
E-Mail: andrew.arnold@mssb.com
Membership Expiration Date: 12/31/2011

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Jordan Ausman

Company: Trilogy Financial Services
Address: 2000 S. Colorado Boulevard, Tower One, Suite 11100, Denver, CO 80222
Telephone: 303-300-3323
E-Mail: jordan.ausman@trilogyfs.com
Membership Expiration Date: 12/31/2010

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Scott Austin

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Timothy Barnard

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Mike Barrows

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Rob Bernard

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Ronald Bernheim

Company: Trilogy Financial Services
Address: 26635 W. Agoura Road, Suite 101, Calabasas, CA 91302
Telephone: 818-444-7880
E-Mail:
Membership Expiration Date: 12/31/2011

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Barbara Bishoff

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Michelle Bitonti

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Todd Blackburn

Company: Morgan Stanley Smith Barney
Address: 5800 Armada Drive, Suite 300, Carlsbad, CA 92008
Telephone: 760-931-3564
E-Mail: todd.d.blackburn@mssb.com
Membership Expiration Date: 13/31/2011

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James Bond

Company: Morgan Stanley Smith Barney
Address: 5800 Armada Drive, Suite 300, Carlsbad, CA 92008
Telephone: 760-931-1430
E-Mail: james.bond@mssb.com
Membership Expiration Date: 12/31/2011

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Cary Boring

Company: Trilogy Financial Services
Address: 17011 Beach Boulevard, Suite 800, Huntington Beach, CA 92647
Telephone: 714-843-9977
E-Mail: cary.boring@natplan.com
Membership Expiration Date: 12/31/2011

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Leroy Born

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Wesley Boudreaux

Company: Morgan Stanley
Address: 5769 Armada Drive, Suite 200, Carlsbad, CA 92008
Telephone: 760-931-4622
E-Mail: wesley.boudreaux@morganstanley.com
Membership Expiration Date: 12/31/2011

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Katrena Boujai

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Denver Bowen

Company: UBS
Address: 17140 Bernardo Center Drive, Suite 350, San Diego, CA 92128
Telephone: 858-521-7034
E-Mail: denver.bowen@ubs.com
Membership Expiration Date: 12/31/2012

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Ken Brader

Company: Prudential Financial
Address: 7676 Hazard Center Drive, Suite 600, San Diego, CA 92108
Telephone: 619-543-8140
E-Mail: ken.brader@prudential.com
Membership Expiration Date: 12/31/2011

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Michael Broker

Company: Trilogy Financial Services
Address: 2000 S. Colorado Boulevard, Tower One, Suite 11100, Denver, CO 80222
Telephone: 303-300-3323
E-Mail: mike.broker@trilogyfs.com
Membership Expiration Date: 12/31/2011

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Bob Brower

Company: UBS Financial Services, Inc.
Address: 600 West Broadway, Suite 2000, San Diego, CA 92101
Telephone: 619- 557-4777
E-Mail: robert.brower@ubs.com
Membership Expiration Date: 12/31/2011

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Cheryl Brown

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Nathan Brown

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Robert Buda

Company: Morgan Stanley
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Telephone: 760-931-4627
E-Mail: robert.buda@morganstanley.com
Membership Expiration Date: 12/31/2011

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Maria Burley

Company: Prudential Financial Services
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E-Mail: maria.burley@prudential.com
Membership Expiration Date: 12/31/2011

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Bobby Byrne

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Lilinda Camaisa

Company: Prudential Financial Services
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E-Mail: lilinda.camaisa@prudential.com
Membership Expiration Date: 12/31/2011

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Gavin Carter

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Megan Chawathe

Company: Prudential Financial Services
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E-Mail: megan.chawathe@prudential.com
Membership Expiration Date: 12/31/2011

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Julia Cheng

Company: Prudential Financial Services
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E-Mail: julia.cheng@prudential.com
Membership Expiration Date: 12/31/2011

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Bob Chitrathorn

Company: Trilogy Financial Services
Address: 980 Montecito Drive, Suite 108, Corona, CA 92879
Telephone: 951-738-1100
E-Mail: bob.chitrathorn@trilogyfs.com
Membership Expiration Date: 12/31/2011

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Danny Chong

Company: Trilogy Financial Services
Address: 2601 Main Street, Suite 200, Irvine, CA 92314
Telephone: 949-221-8105
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Membership Expiration Date: 12/31/2011

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Lanan Clark

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Tana Cleaves

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Craig Cmiel

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Evan Cohen

Company: Morgan Stanley Smith Barney
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E-Mail: evan.joshua.cohen@mssb.com
Membership Expiration Date: 12/31/2011

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Marqne Cohen

Company: UBS Financial Services, Inc.
Address: 600 West Broadway, Suite 2000, San Diego, CA 92101
Telephone: 619-236 0460
E-Mail: marqne.cohen@ubs.com
Membership Expiration Date: 12/31/2011

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Peter Cokrlic

Company: Prudential Financial
Address: 7676 Hazard Center Drive, Suite 600, San Diego, CA 92108
Telephone: 619-543-8140
E-Mail: pete.cokrlic@prudential.com
Membership Expiration Date: 12/31/2011

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Kevin Cole

Company: Prudential Financial
Address: 7676 Hazard Center Drive, Suite 600, San Diego, CA 92108
Telephone: 619-543-8140
E-Mail: kevin.cole@prudential.com
Membership Expiration Date: 12/31/2011

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Kevin Cook

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Chris Cooper

 

Company: Morgan Stanley Smith Barney
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Telephone: 858-597-7785
E-Mail: chris.cooper@mssb.com
Membership Expiration Date: 12/31/2011

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Brandt Corcoran

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Clayton Cornhall

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James Cortivaz

Company: Trilogy Financial Services
Address: 200 S. Colorado Boulevard, Tower One, Suite 11100, Denver, CO 80222
Telephone: 303-300-3323
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Membership Expiration Date: 12/31/2011

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Damon Couch

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Chad Danowsky

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Annette Diaz

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Martha Demski

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Jeffrey Dockan

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Bobby Dyer

Company: Morgan Stanley Smith Barney
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Telephone: 619-306-6652
E-Mail: bobby.dyer@mssb.com
Membership Expiration Date: 12/31/2011

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Robert Edgecombe

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Brian Edwards

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Jeff Ellena

Company: Morgan Stanley Smith Barney
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E-Mail: jeffrey.ryan.ellena@mssb.com
Membership Expiration Date: 12/31/2011

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Tyler Everhart

Company: Prudential Financial Services
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E-Mail: tyler.everhart@prudential.com
Membership Expiration Date: 12/31/2011

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Harold Fairman III

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George Fakier

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Joe Fischman

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Leonard Frisbic

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Don Garcia

Company: Morgan Stanley Smith Barney
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Telephone: 858-597-7708
E-Mail: d.l.garcia@mssb.com
Membership Expiration Date: 12/31/2011

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Tim Gardner

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Kenneth George

Company: Trilogy Financial Services
Address: 1000 Lakes Drive, Suite 325, West Covina, CA 91790
Telephone: 626-918-5670
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Membership Expiration Date: 12/31/2011

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David Gerard

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Candice Gleeson

Company: UBS Financial Services, Inc.
Address: 600 W. Broadway, Suite 2000, San Diego, CA 92101
Telephone: 619-557-4794
E-Mail: candace.gleeson@ubs.com
Membership Expiration Date: 12/31/2011

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James Gorrie

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Bill Gotses

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Sally Goya

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Paul Gugger

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James Haile

Company: Morgan Stanley Smith Barney
Address: 5800 Armada Drive, Suite 300, Carlsbad, CA 92008
Telephone: 760-602-3501
E-Mail: james.haile@smithbarney.com
Membership Expiration Date: 12/31/2011

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Michael Hernandez

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Bryant Hester

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Edwin Higa

Company: Trilogy Financial Services
Address: 2601 Main Street, Suite 200, Irvine, CA 92614
Telephone: 949-221-8105
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Membership Expiration Date: 13/31/2011

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Edward Hogan

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Michael Holl

Company: Morgan Stanley Smith Barney
Address: 5796 Armada Drive, Suite 200, Carlsbad, CA 92008
Telephone: 760-931-4638
E-Mail: michael.holl@morganstanley.com
Membership Expiration Date: 12/31/2011

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David Huisinga

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Lori Iaquinta

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James Jefferson

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Ed Jimenez

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Anthony Jones

Company: Purdential Financial Services
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E-Mail: anthony.jones@prudential.com
Membership Expiration Date: 12/31/2011

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Tracy Kaufman

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William Keesling

Company: Prudential Financial Services
Address: 7580 Britannia Court, Suite B, San Diego, CA 92102
Telephone: 619-696-8892
E-Mail: william.keesling@prudential.com
Membership Expiration Date: 12/31/2011

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Kevin Kellogg

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Chris Kern

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Martin Khalaf

Company: Prudential Financial Services
Address: 7676 Hazard Center Drive, Suite 600, San Diego, CA 92108
Telephone: 619-543-8140
E-Mail: martin.khalaf@prudential.com
Membership Expiration Date: 12/31/2011

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Raad Khalaf

Company: Prudential Financial Services
Address: 7676 Hazard Center Drive, Suite 600, San Diego, CA 92108
Telephone: 619-543-8140
E-Mail: raad.khalaf@prudential.com
Membership Expiration Date: 12/31/2011

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Michael Killeen

Company: Smith Barney
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Telephone: 760-602-3504
E-Mail: michael.killeen@smithbarney.com
Membership Expiration Date: 12/31/2011

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Ryan Kirby

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Maggie Kirchhoff

Company: Trilogy Financial Services
Address: 2000 S. Colorado Boulevard, Tower One, Suite 11100, Denver, CO 80222
Telephone: 303-300-3323
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Membership Expiration Date: 12/31/2011

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Kathy Knapp

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E-Mail: kathy@fundamentalfinancialservices.com
Membership Expiration Date: 12/31/2011

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John Knoth

Company: Morgan Stanley Smith Barney
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Telephone: 760-931-4600
E-Mail: john.knoth@mssb.com
Membership Expiration Date: 12/31/2011

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Bobby Koba

Company: Prudential Financial Services
Address: 7676 Hazard Center Drive, Suite 600, San Diego, CA 92108
Telephone: 619-543-8140
E-Mail: bobby.koba@prudential.com
Membership Expiration Date: 12/31/2011

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Brian Koch

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Pamela Kourtakis

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Nathan Labiak

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John Lerew

Company: J.W. Lerew & Company
Address: 2280 S. Xanadu Way, Suite 240, Aurora, CO 80014
Telephone: 303-745-0438
E-Mail: jwlerew@qwestoffice.net
Membership Expiration Date: 12/31/2011

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Jim Lewis

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Brandon Linster

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Allison Lintell

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Mike Loo

Company: Trilogy Financial Services
Address: 2601 Main Street, Suite 200, Irvine, CA 92614
Telephone: 949-221-8105
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Membership Expiration Date: 12/31/2011

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Dan Lopez

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Matt Lord

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Callie Ma

Company: Prudential Financial Services
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E-Mail: callie.ma@prudential.com
Membership Expiration Date: 12/31/2011

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Annette Marchain

Company: Trilogy Financial Services
Address: 1000 Lakes Drive, Suite 325, West Covina, CA 91790
Telephone: 626-918-5670
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Membership Expiration Date: 12/31/2011

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Kay Matherly

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Jennifer Mayes

Company: Trilogy Financial Services
Address: 2000 S. Colorado Blvd., Tower One, Suite 11100, Denver, CO 80222
Telephone: 303-300-3323
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Membership Expiration Date: 12/31/2011

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Chris McCann

Company: Morgan Stanley Smith Barney
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E-Mail: chris.mccann@mssb.com
Membership Expiration Date: 12/31/2011

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John McCann

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Leslie McMullen

Company: Trilogy Financial Services
Address: 2000 S. Colorado Blvd., Tower One, Suite 11100, Denver, CO 80222
Telephone: 303-300-3323
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Membership Expiration Date: 12/21/2011

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Michael McNeill

Company: Prudential Financial Services
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E-Mail: mike.mcneill@prudential.com
Membership Expiration Date: 12/31/2011

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Maureen McShane

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Address: 5950 Symphony Woods Road, Columbia MD 21044
Telephone: 410-997-6755
E-Mail: maursmec@aol.com
Membership Expiration Date: 12/21/2011

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Lisa Mednick

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Elizabeth Messick

Company: Morgan Stanley Smith Barney
Address: 5796 Armada Drive, Suite 200, Carlsbad, CA 92008
Telephone: 760-931-4672
E-Mail: elizabeth.messick@morganstanley.com
Membership Expiration Date: 12/31/2011

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J. Scott Miller

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Sachiyo Morimura

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Chris Motte

Company: Trilogy Financial Services
Address: 1000 Lakes Drive, Suite 325, West Covina, CA 91790
Telephone: 626-918-5670
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Membership Expiration Date: 12/31/2011

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Irma Muniz

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Frank Munoz

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Chris Musuneggi

Company: The Mussuneggi Financial Group, LLC
Address: Manor Oak Two, Suite 520, 1910 Cochran Road, Pittsburgh, PA 15220
Telephone: 412-341-2888
E-Mail: christopher@mfgplanners.com
Membership Expiration Date: 12/31/2011

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Chrisian Nagle

Company: Smith Barney
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Telephone: 760-602-3506
E-Mail: christian.nagle@smithbarney.com
Membership Expiration Date: 12/31/2011

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Khahn Ngo

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Theresa Nolan

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John Brian Ogden

Company: Smith Barney
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Telephone: 760-602-3581
E-Mail: john.b.ogden@smithbarney.com
Membership Expiration Date: 12/31/2011

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Phil Olney

Company: Trilogy Financial Services
Address: 26635 W. Agoura Road, Suite 101, Calabasas, CA 91302
Telephone: 818-444-7880
E-Mail:
Membership Expiration Date: 12/31/2011

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Jose Ormeno

Company: Prudential Financial Services
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E-Mail: jose.ormeno@prudential.com
Membership Expiration Date: 12/31/2011

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Carolina Ortiz

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Charles Palmer, III

Company: Morgan Stanley Smith Barney
Address: 5796 Armada Drive, Suite 200, Carlsbad, CA 92008
Telephone: 760-931-4665
E-Mail: charles.l.palmer@morganstanley.com
Membership Expiration Date: 12/31/2011

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Constance Pappas

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Patricia Patino

Company: Prudential
Address: 642 3rd Avenue, Suite K, Chula Vista, CA 91910
Telephone: 619-205-6098
E-Mail: patricia.patino@prudential.com
Membership Expiration Date: 12/31/2011

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Jelveh Pedraza

Company: Morgan Stanley Smith Barney
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Telephone: 760-644-0100
E-Mail: jelveh.pedraza@mssb.com
Membership Expiration Date: 12/31/2011

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Rex Peterson

Company: Morgan Stanley Smith Barney
Address: 5800 Armada Drive, Suite 300, Carlsbad, CA 92008
Telephone: 760-602-3572
E-Mail: rex.b.peterson@mssb.com
Membership Expiration Date: 12/31/2011

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Darren Pfefferman

Company: Morgan Stanley Smith Barney
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Telephone: 858-597-7754
E-Mail: darren.a.pfefferman@mssb.com
Membership Expiration Date: 12/31/2011

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Deborah Phillips

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Robert Phillips

Company: Morgan Stanley Smith Barney
Address: 16475 West Bernardo Drive, Suite 200, San Diego, CA 92127
Telephone: 858-618-7938
E-Mail: robert.f.phillips@mssb.com
Membership Expiration Date: 12/31/2011

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Rob Pitios

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Jason Proctor

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Gerald Ramirez

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Diane Reese

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Roy Reese

Company: Prudential
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Telephone: 619-543-8140
E-Mail: roy.reese@prudential.com
Membership Expiration Date: 12/31/2011

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Pinchas Refaely

Company: Prudential Financial
Address: 7676 Hazard Center Drive, Suite 600, San Diego, CA 92108
Telephone: 619-543-8140
E-Mail: pini.refaely@prudential.com
Membership Expiration Date: 12/31/2011

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Mark Reina

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Joseph Rhodes

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Blu Rice

Company: Prudential Financial
Address: 7676 Hazard Center Drive, Suite 600, San Diego, CA 92108
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E-Mail: daniel.rice@prudential.com
Membership Expiration Date: 12/31/2011

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John Richards

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Matthew Richmond

Company: Morgan Stanley Smith Barney
Address: 5800 Armada Drive, Suite 300, Carlsbad, CA 92008
Telephone: 760-602-3535
E-Mail: matthew.v.richmond@smithbarney.com
Membership Expiration Date: 12/31/2011

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Donald Rittenhouse

Company: Morgan Stanley Smith Barney
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Telephone: 760-438-5150
E-Mail: donald.l.rittenhouse@smithbarney.com
Membership Expiration Date: 12/31/2011

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Lori Robinson

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Scott Robinson

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Jim Roeske

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Neal Rutter

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Sheena Sahni

Company: Prudential Financial
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E-Mail: gagandeep.sahni@prudential.com
Membership Expiration Date: 12/31/2011

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Mong Sai

Company: Trilogy Financial Services
Address: 1000 Lakes Drive, Suite 325, West Covina, CA 91790
Telephone: 626-918-5670
E-Mail:
Membership Expiration Date: 12/31/2011

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Jorge Saldarriaga

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Claudia Sawaf

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Walter Schimmel

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Bradley Schmitt

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Eric Schrott

Company: Mercuto Wealth Management
Address: 5051 Executive Park Drive, Ellicot City, MD 21043
Telephone: 410-997-4417
E-Mail: eschrott@mercuto.com
Membership Expiration Date: 12/31/2011

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Sarah Sealy

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Michael Sellman

Company: Morgan Stanley Smith Barney
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E-Mail: michael.w.sellman@mssb.com
Membership Expiration Date: 12/31/2011

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Alan Shapiro

Company: Smith Barney
Address: 5800 Armada Drive, Suite 300, Carlsbad, CA 92008
Telephone: 760-931-4671
E-Mail: alan.g.shapiro@morganstanley.com
Membership Expiration Date: 12/31/2011

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Steve Shearer

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Kevin Shibuya

Company: Morgan Stanley Smith Barney
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E-Mail: kevin.shibuya@mssb.com
Membership Expiration Date: 12/31/2011

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Heather Shuhy

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Ed Signaigo

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Lance Silva

Company: Prudential Financial
Address: 2173 Salk Ave, Suite 250, Carlsbad, CA 92108
Telephone: 760-579-7318
E-Mail: lance.silva@prudential.com
Membership Expiration Date: 12/31/2011

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Joe Sirgy

Company: Trilogy Financial Services
Address: 1000 Lakes Drive, Suite 325, West Covina, CA 91790
Telephone: 626-918-5670
E-Mail:
Membership Expiration Date: 12/31/2011

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Joy Slabaugh

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Sam Slabaugh

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Martin Smith

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William Smith

Company: H. Beck
Address: 311 N. 3rd Street, DuBois, PA 15801
Telephone: 814-590-4783
E-Mail: willsmith@irsbroker.com
Membership Expiration Date: 12/31/2011

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Derek Snyder

Company: Prudential Financial
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E-Mail: derek.snyder@prudential.com
Membership Expiration Date: 12/31/2011

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James Songer

Company: Trilogy Financial Services
Address: 2601 Main Street, Suite 200, Irvine, CA 92614
Telephone: 949-221-8105
E-Mail:
Membership Expiration Date: 12/31/2011

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Ryan Souligny

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Susan Tackett

Company: Athena Financial Group
Address: 1216 North Douty Street, Hanford, CA 93230
Telephone: 559-733-1777
E-Mail: susan@athena-financial.com
Membership Expiration Date: 12/31/2011

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Robert Taylor

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Rudy Tcruz

Company: Prudential Financial
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E-Mail: rudy.tcruz@prudential.com
Membership Expiration Date: 12/31/2011

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Andy Tenzer

Company: Trilogy Financial Services
Address: 2601 Main Street, Suite 200, Irvine, CA 92614
Telephone: 949-221-8105
E-Mail:
Membership Expiration Date: 12/31/2011

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Mike Terry

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Deb Thomas

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Bryan Thompson

Company: UBS Financial Services, Inc.
Address: 600 West Broadway, Suite 2000, San Diego, CA 92101
Telephone: 619-236 0460
E-Mail: bryan.thompson@ubs.com
Membership Expiration Date: 12/31/2011

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Earl Thompson

Company: UBS Financial Services, Inc.
Address: 600 West Broadway, Suite 2000, San Diego, CA 92101
Telephone: 619-236 0460
E-Mail: earl.thompson@ubs.com
Membership Expiration Date: 12/31/2011

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Dustin Tracy

Company: UBS Financial Services, Inc.
Address: 600 West Broadway, Suite 2000, San Diego, CA 92101
Telephone: 619-557-4867
E-Mail: dustin.tracy@ubs.com
Membership Expiration Date: 12/31/2011

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Tommy Tran

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Annterese Toth

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Ann Tu

 

Company: Morgan Stanley
Address:
Telephone: 858-674-3981
E-Mail: quing.tu@morganstanley.com
Membership Expiration Date: 12/31/2011

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Gerald (Jerry) Vanderhorst

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Address: 211 North Ohio, P. O. Box 378, Sidney, OH 45365
Telephone: 937-726-0862
E-Mail: jerry@dalepetersonassoc.com
Membership Expiration Date: 12/31/2011

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Matti Vann

Company: Trilogy Financial Services
Address: 2601 Main Street, Suite 200, Irvine, CA 92614
Telephone: 949-221-8105
E-Mail:
Membership Expiration Date: 12/31/2011

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Pete Vignevic

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John Vreeburg

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Cookie Walden

Company: Trilogy Financial Services
Address: 2601 Main Street, Suite 200, Irvine, CA 92614
Telephone: 949-221-8105
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Tom Walden

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Leo Walker

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Robert Wheatley

Company: Trilogy Financial Services
Address: 26635 W. Agoura Rd., Suite #101 Calabasas, CA 91302
Telephone: 818-444-7880
E-Mail:
Membership Expiration Date: 12/31/2011

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Chris Wiedmaier

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Cliff Wiese

Company: Morgan Stanley Smith Barney
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Telephone: 760-602-3551
E-Mail: clifford.a.wiese@smithbarney.com
Membership Expiration Date: 12/31/2011

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Daryl Wiser

Company: Trilogy Financial Services
Address: 26635 W. Agoura Rd., Suite #101 Calabasas, CA 91302
Telephone: 818-444-7880
E-Mail:
Membership Expiration Date: 12/31/2011

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Mario Woizeschke

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Bob Wolford

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Melinda Woodell

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Jeff Wren

Company: Trilogy Financial Services
Address: 2000 S. Colorado Blvd., Tower One, Suite 11100, Denver, CO 80222
Telephone: 303-300-3323
E-Mail:
Membership Expiration Date: 12/31/2011

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John Ye

Company: Morgan Stanley
Address:
Telephone: 858-674-3992
E-Mail: zhengyi.ye@morganstanley.com
Membership Expiration Date: 12/31/2011

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Kenneth Yee

Company: Laguna Financial Advisors
Address: 23101 Moulton Parkway, Suite 108, Laguna Hills, CA 92653
Telephone: 949-855-8889
E-Mail: ken@lagfa.com
Membership Expiration Date: 12/31/2011

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Jeannette Young

Company: UBS
Address: 600 West Broadway, Suite 2000, San Diego, CA 92101
Telephone: 619-557-4884
E-Mail: jeannette.young@ubs.com
Membership Expiration Date: 12/31/2012

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Louis Zaccaro

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Mike Zandian

Company: Prudential Financial
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E-Mail: mike.zandian@prudential.com
Membership Expiration Date: 12/31/2011

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George Zoumberakis

Company: Trilogy Financial Services
Address: 1000 Lakes Drive, Suite 325, West Covina, CA 91790
Telephone: 626-918-5670
E-Mail:
Membership Expiration Date: 12/31/2011

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Feel free to browse all the different Members who are a part of the Southern California Institute.

 

The Southern California Institute helps Wealth Advisors and clients through Successful Family and Business Owner Events, Wealth Advisor Education Programs, Wealth Advisor Partnering Programs, and Speakers Bureaus.