About

Mission & Purpose

The mission of the Professional Fiduciary Association of California is to advance excellence in fiduciary standards and practices.

Statement of Purposes – The purposes of the Professional Fiduciary Association of California are to:

  • Promote high standards of ethics and practice
  • Maintain high qualifications for membership
  • Require and provide continuing education
  • Enhance awareness of and respect for the Professional Fiduciary Association of California and its members
  • Contribute to the development and support of effective regulation, legislation and licensing
  • Promote communication among members to share resources
  • Mentor new members

Professional Fiduciary Association of California Code of Conduct

Members of the Professional Fiduciary Association of California should:

  • Abide by the Professional Fiduciaries Act (California Business and Professions Code Sections 6500-6592) and the Act’s implementing regulations (California Code of Regulations Sections 4400-4622), including the Professional Fiduciaries Bureau Code of Conduct.
  • Recognize that the client is the prime responsibility and strive to provide services which reflect respect for each client.
  • Not engage in any form of discrimination on the basis of race, color, sex, sexual orientation, age, religion, national origin or any other condition or status.
  • Manifest personal integrity, assume responsibility and accountability for individual judgments and maintain an attitude of fairness, honesty, respect, courtesy and good faith in all professional relationships.
  • Cooperate with colleagues to promote common professional interests and concerns and facilitate ethical and competent professional performance.
  • Seek and maintain competence in professional skills and seek to contribute to the ongoing development of the profession’s body of knowledge.

PFAC Board of Directors – 2017/2018

President
Susan Ghormley, JD, CLPF
310.246.9055
susan@lafiduciary.com
Vice President
Donna Verna, NCG, CLPF
650.383.8348
donna@vernafiduciary.com
Treasurer
John L. Cooper, Jr., CLPF
626.888.2255
ok3@pacbell.net
Secretary
Mark Olson
209.768.7044
olsonfiduciary@gmail.com
Past President
Rita D. Michael, JD, CLPF
310.372.7380
ritadmichael@ritadmichael.com
Northern Region President
Meredith Taylor, CLPF, MFT
510.352.6000
mtaylor@imtassociates.com
Northern Region Director
Michael Storz
916.220.3474
michael@storzfs.com
San Diego Region President
Tom Behr
858.566.1661
tom@tombehrlaw.com
San Diego Region Director
Susanna Starcevic
619.840.2617
susanna.p.starcevic@gmail.com
Southern Region President
LeAndra McCormick, MBA, CLPF, NGA
310.246.9055
leandra@lafiduciary.com
Southern Region Director
Donna Bogdanovich, CLPF
310.378.6100
donnabogdanovich@gmail.com

Regional Leadership – 2017/2018

NORTHERN REGION

President
Meredith Taylor
510.352.6000
mtaylor@imtassociates.com
Director
Michael Storz
916.220.3474
michael@storzfs.com
Vice President
Caron Schmierer
415.459.3486
fidresources@aol.com

Secretary
Linda McHugh
510.521.4470
Linda@GoldenGateFiduciary.com
Treasurer
Gloria Kosbie
707.687.5184
gloria@kosbietrustee.com

Central San Joaquin Valley Chapter

President
Ronald Dicken
559.732.0759
rondicken01@comcast.net

East Bay Chapter

President
Karen Fisher
925.472.6518
karen@bishopfiduciary.com
Vice President
Lisa Soloway
925.283.0389
lisa@solofid.com
Secretary
Jennifer Keystone
510.206.7366
Jennifer@JKeystoneConsulting.com
Treasurer
Noel Parker
510.260.3520
Noel.A.Parker@gmail.com

Education Co-Chair
Janice Kittredge
925.465-5500
janice@CaliforniaSeniorConnection.com
Education Co-Chair
Diana Lowe
925.465.5500
diana@CaliforniaSeniorConnection.com
Membership
William Shaw
510.821.0607
willshawjr1@gmail.com

Placer County Chapter

President
Joanne Stine
530.885.4242
jstine@stineinc.com
Vice President
Matt Quentmeyer
530.273-6347
sierrafiduciary@live.com
Secretary
Wendy Moore
916.316.9960
wmiddletonm@yahoo.com

Treasurer
Barry White
530.305.9036
barrywfiduciary@gmail.com
Education Chair
Lori Cochrane
916.705.7309
lori@cochranecss.com

Sacramento Chapter
President
Debra Rose
916.705.5473
Debra@RoseTrustFiduciary.com

San Joaquin Valley Chapter
President
Mark Olson
209.768.7044
olsonfiduciary@gmail.com
San Mateo Chapter

President
T. Anne Lasshan
650.578.9030
Anne@lassahnfiduciary.com

Treasurer
Kelsey M. Stiles
650.578.9030
Kelsey@lassahnfiduciary.com

Silicon Valley Chapter

President
Karl Kadie
925.209.1274
kkadie@gmail.com
Vice President
Marsha Keefer
408.335.9840
marshakeeffer@practicalheart.com

Treasurer
Dusty White
408.248.6290
dusywhite@mac.com

Sonoma County Chapter

President
William Zuur
707.539.2216
wzuurconsulting@sonic.net
Vice President
Jean Dunham
707.981.8809
jean@fiduciaryadvantage.com
Treasurer
Jolynn Lima
707.477.4467
limafiduciary@att.net

Program Chair
Lori Ingram
707.217.0418
lorijingram@yahoo.com
Program Co-Chair
Gloria Kosbie
707.687.5184
gloria@kosbietrustee.com

SAN DIEGO REGION

President
Tom Behr
858.566.1661
tom@tombehrlaw.com
Director
Susanna Starcevic
619.840.2617
susanna.p.starcevic@gmail.com
Vice President
Lauren Derstine Humphrey
619.454.4428
Llderstine@gmail.com

Secretary
Dion Davis
619.501.7902
dion@diondavis.com
Treasurer
Richard Sutton
760.942.5857
richard@sutton.net


SOUTHERN REGION

President
LeAndra McCormick
310.246.9055
leandra@lafiduciary.com
Director
Donna Bogdanovich
310.378.6100
donnabogdanovich@gmail.com
Vice President
Mark McKibbin
714.293.2416
mark@securefiduciary.com

Secretary
Elaine Watrous
714.746.4972
Elaine@EliteFiduciary.com
Treasurer
Nancy Howland
714.206.1115
nancy@newportfiduciaries.com

Inland Empire Chapter
Vice President
Robin Shea
951.765.1000
robin@sheafiduciary.com
Kern County Chapter
President
Greg Honneger
661.387.9954
greg@greghonegger.com
Long Beach Chapter
President
Nancy Howland
714.206.0341
nancy@newportfiduciaries.com
Orange County Chapter

Co-President
Herb Cohen
949.458.7377
herb_pfs@att.net

Co-President
Elaine Watrous
714.746.4972
elaine@EliteFiduciary.com

San Gabriel Valley Chapter

Co-President
Annabelle Wilson
626.792.1664
mail@arwilson.net
Co-President
Aaron Jacobs
323.825.4653
Aaron@Sentry-Services.com
Secretary
Patricia Alexander
626.622.8000
palexander@privatetrustees.com

Treasurer
Denise Klein
818.358.8992
denise@trustklein.com
Chapter Representative
John Cooper
626.888.2255
ok3@pacbell.net

2016 – 2017 PFAC Committee Chairs

Governance – By-laws/Policy Manual
Joyce Anthony CLPF
650.383.5313
joyce@primefiduciary.com

Rita D. Michael, CLPF
310.372.7380
ritadmichael@verizon.net

Education – Fiduciary Academy
Michael Storz
916.220.3474
michael@storzfs.com

Education – Program Vetting
LeAndra McCormick, MBA, CLPF, NGA
310.246.9055
leandra@lafiduciary.com

Electronic Technology
Michael Storz
916.220.3474
michael@storzfs.com

Finance
John Cooper Jr., CLPF
626.888.2255
Ok3@pacbell.net

Gary Loebner, MBA, CLPF
650.961.3368
SVFiduciary@sbcglobal.net

Communications
Donna Bogdanovich, CLPF
310.378.6103
donnabogdanovich@gmail.com

Legislative
Meredith Taylor, CLPF, MFT
510.352.6000
mtaylor@imtassociates.com

Norine Boehmer, CLPF
310.246.9055
norine@LAFiduciary.com

Membership
Donna Verna, NCG, CLPF
650.383.5199
Donna@vernafiduciary.com

Professional Standards
Tom Behr
858.566.1661
tom@tombehrlaw.com

Joyce Anthony, CLPF
650.383.5313
joyce@primefiduciary.com

NGA Liaison
Donna Verna, NCG, CLPF
650.383.5199
donna@vernafiduciary.com

Annual Conference
Norine Boehmer, CLPF
310.24.9055
norine@LAFiduciary.com

Julie Sugita, NCG, CLPF
619.980.6416
j.sugita5@gmail.com

Business Office

Mailing Address
PFAC
P.O. Box 52016
Irvine, CA 92619
Email: PFACAdmin@pfac-pro.org
Phone: 844.211.3151
Fax: 949.242.0925
Physical Address
PFAC
8 Whatney, Suite 103
Irvine, CA 92618
Office Hours:
9:00am to 5:30pm
Monday through Friday
Administrative Staff
Amy Olsen, Executive Director
aolsen@pfac-pro.org
Kamberly Fix, Membership Manager
kfix@pfac-pro.org
 
 
PFAC is a member-based 501(c)(6) not for profit corporation. PFAC does not intervene in specific
fiduciary issues or cases and cannot resolve fiduciary related complaints.