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CURRENT PFAC AFFILIATE MEMBERS

Affiliate membership is open to applicants who wish to further the goals of PFAC while working in a profession affiliated to the fiduciary industry. Affiliate members are non-voting members of PFAC.

NameCompanyPhoneMember Since
Lia SmithA Better Solution In Home Care, Inc.619.585.901112/13/2012
Diana YoungA Better Solution In Home Care, Inc.619.585.901112/13/2012
Dillon Hassan Absolute Health Care 949.215.1577 8/16/2016
Frank Acuna Acuna Regli LLP925.906.18805/23/2012
Tracy Regli Acuna Regli LLP925.906.18804/1/2011
Estee Bienstock ALLPOINT Home Health 310.441.2009 3/31/2016
Andrew de VriesAndrew de Vries, Probate, Estate and Trust Realtor415.664.940012/7/2004
Angela WhiteAngela White, Realtor408.821.64927/11/2011
Brad Dela Cruz American Advisors Group 310.920.7610 4/14/2016
Lauren ReynoldsAt Home Nursing Care760.634.80003/18/2013
Jamay LeeBarulich Dugoni Law Group Inc650.292.29006/12/2015
Judy VaredBayside Park/Lakeside Park510.710.093410/28/2009
Steve FingerhutBeach Equities562.597.84134/11/2005
Paige FingerhutBeach Equities562.597.84137/3/2013
Shawn NejadBerkshire Hathaway Home services California Properties310.265.21206/5/2015
Nancy Sanborn Berkshire Hathaway Home Services - The Sanborn Team310.777.28582/6/2004
Robert (Boker) YarussBoker & Jaye Yaruss Surterre Properties949.929.71872/17/2012
Jeffrey Davis Bond Services of CA Insurance Agency 619.231.9522 5/23/16
Will Mingram Bond Services of CA Insurance Agency 213.628.2970 5/16/16
Dan Phillips Bond Services of CA Insurance Agency 925.370.2330 5/23/16
Tamara Campbell Campbell & Jacobs: National Trust and Probate 805.750.6577 6/24/2016
Andrea Jacobs Campbell & Jacobs: National Trust and Probate 818.606.7515 6/24/2016
Teresa GreenCampbell Law Offices510.832.07424/4/2013
Vanessa Valerio Care Indeed 650.328.1001 1/27/2017
Thomas Applegate CEA, LLP760.438.40006/14/2012
Gil Estrada Citizens Business Bank 626.344.1547 3/8/2016
David ClarkeClarke Investment Group-Wells Fargo Advisors925.253.43047/31/2014
Brian Ledig Coldwell Banker 707.484.8449 4/15/2016
Victor Zolezzi Coldwell Banker 650.347.4067 1/20/2016
Celeste Romero Community Bank 909.307.8158 5/18/2016
Cara ShawverCommunity Bank909.307.81584/18/2012
Aubrey Walden Community Bank 626.568.2132 7/29/2015
Mindy GoldbergComplete Probate Administration310.446.13547/11/2011
Payal Henssens Complete Probate Administration 310.446.1354 4/15/2016
James Locke Conservator and Trust Services Fiduciary Accountings916.359.84909/25/2009
Dave Samuels Corinthian Wealth Management 408.995.0915 12/8/15
Ian Brooks Designer Estates Inc. 310.428.6569 6/28/2017
Bradley SissonsEdward Jones858.458.94067/7/2004
Howard TischlerEversafe844.439.72261/1/2015
Caroline GimExpert Real Estate & Investment562.861.43113/13/2014
Aurora GimExpert Real Estate & Investment562.861.4311 ext. 1047/7/2015
John SchoeppachFiduciary & Special Needs Group of Merrill Lynch916.984.32709/24/2012
Alaina Dewit Fiduciary Accounting Services LLC 925.377.5390 5/16/17
Kyle Haas Fiduciary Accounting Services LLC 925.377.5390 5/16/17
Heather Hamilton Fiduciary Accounting Services LLC 925.377.5390 5/16/17
Ruben MartinezFiduciary Real Estate Services949.273.81693/13/2013
Jonathan BrooksFirst Probate818.788.23081/14/2014
Aaron Brown The Grubb Company 510.339.0400 9/15/2015
Justin Aldi Halcyon Capital Solutions 818.276.6072 1/1/2016
Martin HarrisHarris Fiduciary Services415.595.67974/29/2005
Paul HynesHearthstone I Private Wealth Management858.792.91223/20/2012
Cindy Wilson Heritage Senior Care, Inc.760.720.77408/27/2013
Larry LupoHighland Financial408)374.52116/7/2013
Harold LottHighTech Lending408.687.06775/14/2015
Charles CarterHM Vreeland & Son Inc. Agcy., Inc.707.773.456410/25/2014
David CarterHM Vreeland & Son Inc. Agcy., Inc.707.773.456410/25/2014
Paul FazzioHM Vreeland & Son Inc. Agcy., Inc.707.773.456410/25/2014
Deanne Belcher Homecare Assistance 650.462.6900 6/28/2017
Francesca Vogel Homecare Assistance 925.989.6877 11/16/2016
Kim Ward Horizon Real Estate 619.741.0111 6/7/2016
Sandra Wallace Insight Memory Care Choices 650.208.8809 12/29/15
Steve Kelly Intero Real Estate Services408.482.03185/27/2015
Isabel Brady Keller Williams Realty 562.881.4013 5/06/2015
Patrick Brady Keller Williams Realty 562.881.4013 5/06/2015
Jerry Friedman Keller Williams Realty - Marina Del Rey 310.901.5726 7/26/2016
Steven GrossmannLaw Offices of Steven G. Grossmann805.497.83114/22/2013
Doug Huberman Lexington Property Management 626.588.7598  
Suyi Chen Manufacturers Bank 213.489.6366 11/3/2016
Scott KunitzManufacturers Bank818.380.0910 11/26/2014
Leslie LyonsManufacturers Bank 818.240.45506/18/2015
Carmen WeimerManufacturers Bank818.227.45354/4/2012
Patricia Maxwell Maxwell's Senior Care Services LLC - A Geriatric Care and Medications
Management Company
650.218.52342/11/2011
Meg Connell Meg Connell, The Organized One 510.482.5892 10/1/2012
Daniel CutterMerrill Lynch Fiduciary & Special Needs Group 415.676.25354/16/2014
Scott MacDonaldMerrill Lynch, Fiduciary & Special Needs Group800.260.29193/22/2011
Robin BrownMichael Brown & Associates408.206.42898/21/2015
Michael StephensMichael Stephens, Realtor with Highland Partners510.816.96934/6/2005
Minda CutcherMinda Cutcher, MBA Inc.408.318.08282/8/2013
Liza HorvathMonterey Trust Management, Private Client Services831.646.526210/16/2013
Jeffrey ChowMorgan Stanley408.861.2010 7/11/2014
Jason Kardos Mt. Helix Lifestyles Real Estate Services 619.347.6337 6/16/2016
David SilversteinNew Frontier Realty323.549.05036/5/2015
Robert Nuddleman Nuddleman Law Firm, P.C. 925.400.9052 1/27/2017
Kim Onisko CPAOnisko & Scholz, Certified Public Accountants, LLP562.420.31004/18/2012
Lauren OsborneOnisko & Scholz, Certified Public Accountants, LLP562.420.31004/18/2012
Paul Scholz CPAOnisko & Scholz, Certified Public Accountants, LLP562.420.31006/7/2012
Greg HackerOpen Mortgage LLC408.483.22252/8/2013
Ronald GreenwaldPacific Sothebys International Realty858.776.58639/29/2011
Patti GerkePacific Sothebys International Realty760.525.72691/31/2012
Steven MinchenPacific Union, Christie's International Real Estate415.690.03528/5/2014
Todd ChristensenPhillips Bonding & Insurance Agency, Inc.925.687.44005/14/2013
John Alexander Kiriaze Platinum Eldercare 858.229.3406 12/8/2015
Daniel NorthcuttPremier Realty Group619.701.00197/23/2015
Carol WhiteProfessional Care Management310.384.28804/22/2008
Ted OngPrudent Investors Network760.597.92553/6/2008
David Koffs Realty One Group 949.212.0061 1/27/2017
James O'Dea Redwood City Mortgage Corp 650.575.0778 6/17/2016
Linda LearyReliable Caregivers, Inc.415.436.01009/9/2009
Richard San Vicente Retirement Funding Solutions (Reverse Mortgages)925.848.65757/3/2012
Lee-Anne Godfrey RN Health Management, PNC 949.939.8439 11/8/2016
Rob Mills Rob Mills Real Estate Broker/Keller Williams 415.990.7565 6/28/2017
Mandy Sabbadini Sabbadini Appraisal Services 916.944.1401 10/6/2016
Kathy Meredith Security Bank909.583.22039/2/2004
Susan Katra Senior Life Solutions 408.317.1661 4/27/2017
Andrew Dick Showcase Investments, Inc. 818.952.8600 10/10/2016
Jean Shrem Shrem Law 510.882.9992 2/14/2017
Kathy Sorenson Sorenson Insurance Services 800.341.4860 10/23/2015
Ashley Dickerson Sorenson Insurance Services 800.341.4860 10/23/2015
Teo Ernst Teo Ernst Psychological Services Inc. 415.913.8096 1/27/2016
Carlos AlcaineThe Alcaine Group of RW Baird916.783.65253/28/2013
Phil SeymourThe Seymour Group/Elite Properties310.612.98009/18/2014
Monica GoelTredway Lumsdaine & Doyle, LLP562.923.09712/28/2013
Jennifer SawdayTredway Lumsdaine & Doyle, LLP562.923.09712/28/2013
Karleen HeselwoodTrojan & Co. Accountancy Corp562.598.560011/8/2010
Larry Bovshow Trust Properties USA 800.579.4380 1/2/2014
Paul HargravesTrust Properties USA800.579.43801/2/2014
Jason SalataTrust Properties USA800.579.43801/2/2014
Cari HaysTrustee Help, Inc.408.489.95588/27/2013
Sandra Richards UCR 951.827.5804 9/20/2016
Stacy Sweeney UCR 951.827.1616 9/20/2016
Elsy Ayache Vista Gardens 760.295.3900 5/16/2017
Jacqueline Dupont Vista Gardens 760.295.3900 5/16/2017
Leah Shakarjiam Vista Gardens 760.295.3900 5/16/2017
Susan Caldwell Walnut Acres Residential Care 818.903.6445 3/24/2016
Jason Habeeb Weichert Realtors Galster Group 916.223.3495 2/27/2017
Brad BarnblattWells Fargo Advisors415.395.24704/10/2013
Holly GalbrechtWetherby Asset Management415.399.91592/9/2012
Karin Wise Wise Management and Financial Services+858.350.53502/28/2008