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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 AcunaAcuna, Regli & Klein, LLP(925) 906-18805/23/2012
Jacqueline KleinAcuna, Regli & Klein, LLP(925) 906-18805/23/2012
Tracy RegliAcuna, Regli & Klein, LLP(925) 906-18804/1/2011
Lauren EppingerAdvisors on Aging(510) 693-02843/31/2014
Sheri Hartman Advisors on Aging (510) 693-0284 3/31/2014
Carolyn LonnerAdvisors on Aging(510) 693-02843/31/2014
Estee Bienstock ALLPOINT Home Health (310) 441-2009 3/31/2016
Andrew de VriesAndrew de Vries, Probate, Estate and Trust Realtor(415) 664-940012/7/2004
Angela WhiteAngela White, Realtor(408) 821-64927/11/2011
Brad Dela Cruz American Advisors Group (310) 920-7610 4/14/2016
Josh Yager Anodos Advisors, LLC(805) 899-12457/29/2013
Lauren ReynoldsAt Home Nursing Care(760) 634-80003/18/2013
Jamay LeeBarulich Dugoni Law Group Inc(650) 292-29006/12/2015
Judy VaredBayside Park/Lakeside Park(510) 710-093410/28/2009
Steve FingerhutBeach Equities(562) 597-84134/11/2005
Paige FingerhutBeach Equities(562) 597-84137/3/2013
Marie MorgensternBerkshire Hathaway Home services California Properties(310)890-78086/15/2015
Shawn NejadBerkshire Hathaway Home services California Properties(310) 265-21206/5/2015
Nancy SanbornBerkshire Hathaway Home services California Properties(310) 777-28582/6/2004
Robert (Boker) YarussBoker & Jaye Yaruss Surterre Properties(949) 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
David JaffeBRAUN CO(310) 798-31234/4/2012
Todd WohlBRAUN CO(866) 568-66382/13/2014
CJ Gross CAL FED Investigations (805) 824-4429 7/7/16
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 Offices(510) 832-07424/4/2013
Vanessa Valerio Care Indeed (650) 328-1001 1/27/2017
Thomas Applegate CEA, LLP(760) 438-40006/14/2012
Christine ReidChristine Reid(510) 701-809811/26/2012
Gil Estrada Citizens Business Bank (626) 344-1547 3/8/2016
Mary Hernandez Citizens Business Bank (626) 564-6248 3/8/2016
Tim Noone   (626) 564-6242 10/12/2016
David ClarkeClarke Investment Group-Wells Fargo Advisors(925) 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 Bank(909) 307-81584/18/2012
Aubrey Walden Community Bank (626) 568-2132 7/29/2015
Mindy GoldbergComplete Probate Administration(310) 446-13547/11/2011
Payal Henssens Complete Probate Administration (310) 446-1354 4/15/2016
James LockeConservator and Trust Services (Fiduciary Accountings)(916) 359-84909/25/2009
Dave Samuels Corinthian Wealth Management (408) 995-0915 12/8/15
Cari DroletCPRES San Diego ( DBA-Harcourts Prime Properties)(760) 622-35932/27/2015
Richard Martin Directives Online (805) 358-1090 8/31/16
Lawrence HiltonDominion Insurance Services, Inc.(925) 313-99774/20/2007
Marchand Boyd East West Bank (614) 359-6338 3/2/2016
Katrina McLean East West Bank (626) 768-7138 3/2/2016
Victor OwensEast West Bank(626) 768-69331/17/2014
Rebecca Proctor East West Bank (626) 768-6244 3/2/2016
Justin PeekEdward Jones(760) 635-10971/24/2012
Bradley SissonsEdward Jones(858) 458-94067/7/2004
Ingrid EvansEvans Law Firm, Inc.(415) 441-86693/5/2008
Elizabeth LoewyEversafe(844) 439-72261/1/2015
John StancilEversafe(844) 439-72261/1/2015
Howard TischlerEversafe(844) 439-72261/1/2015
Caroline GimExpert Real Estate & Investment(562) 861-43113/13/2014
Aurora GimExpert Real Estate & Investment(562) 861-4311 ext. 1047/7/2015
John SchoeppachFiduciary & Special Needs Group of Merrill Lynch(916) 984-32709/24/2012
Ruben MartinezFiduciary Real Estate Services(949) 273-81693/13/2013
Jonathan BrooksFirst Probate(818) 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
H.M. Vreeland & Son Surety Bonding Services(707) 773-456410/10/2014
David LittleHand & Little, PC(510) 444-60449/20/2011
Martin HarrisHarris Fiduciary Services(415) 595-67974/29/2005
Paul HynesHearthstone I Private Wealth Management(858) 792-91223/20/2012
Cindy Wilson Heritage Senior Care, Inc.(760) 720-77408/27/2013
Larry LupoHighland Financial(408)374-52116/7/2013
Harold LottHighTech Lending(408) 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
Jennifer MuskatHomecare Assistance(858) 842-13464/1/2014
Francesca Vogel Homecare Assistance (925) 989-6877 11/16/2016
Lynne Watanabe Homecare Assistance (408) 455-6017 7/1/2016
Kim Ward Horizon Real Estate (619) 741-0111 6/7/2016
Denise RookeIndependent Fiduciary Services(415) 892-792512/6/2010
Colleen Van HornInnovative Healthcare Consultants(760) 731-13343/2/2010
Sandra Wallace Insight Memory Care Choices (650) 208-8809 12/29/15
Steve Kelly Intero Real Estate Services(408) 482-03185/27/2015
Keith B. Thompson Keith B. Thompason Probate, Trust & Conservatorship Realtor (310) 995-0914 7/7/2016
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
Charles ScottKimball, Tirey & St. John LLP(619) 231-142212/2/2005
Michael Kleinsmith Kleinsmith Picone Group of Merrill Lynch (408) 283-3031 1/20/2016
Brandon Picone Kleinsmith Picone Group of Merrill Lynch (408) 283-3031 1/20/2016
Matthew SchulzLaw Offices of Matthew E. Schulz, Esq.(310) 560-13051/9/2014
Steven GrossmannLaw Offices of Steven G. Grossmann(805) 497-83114/22/2013
Dominic LoBuglioLobuglio & Sigman Certified Public Accountants(310) 553-845810/27/2014
Suyi Chen Manufacturers Bank (213) 489-6366 11/3/2016
Scott KunitzManufacturers Bank(818) 380-0910 11/26/2014
Leslie LyonsManufacturers Bank (818) 240-45506/18/2015
Carmen WeimerManufacturers Bank(818) 227-45354/4/2012
Robert BrittonMaster Trust of California(909) 382-467810/20/2009
Patricia Maxwell Maxwell's Senior Care Services LLC - A Geriatric Care and Medications
Management Company
(650) 218-52342/11/2011
Russell McKeeMcKee Asset Management(619) 840-87006/5/2015
Meg Connell Meg Connell, The Organized One (510) 482-5892 10/1/2012
Daniel CutterMerrill Lynch Fiduciary & Special Needs Group(415) 955-39024/16/2014
Scott MacDonaldMerrill Lynch, Fiduciary & Special Needs Group(800) 260-29193/22/2011
Robin BrownMichael Brown & Associates(408) 206-42898/21/2015
Michael StephensMichael Stephens, Realtor with Highland Partners(510) 816-96934/6/2005
Minda CutcherMinda Cutcher, MBA Inc.(408) 318-08282/8/2013
Liza HorvathMonterey Trust Management, Private Client Services(831) 646-526210/16/2013
Jeffrey ChowMorgan Stanley(408) 861-2010 7/11/2014
Jason Kardos Mt. Helix Lifestyles Real Estate Services (619) 347-6337 6/16/2016
Kevin UrbatschMyers Urbatsch, P.C.(415) 896-15005/15/2012
David SilversteinNew Frontier Realty(323) 549-05036/5/2015
Robert Nuddleman Nuddleman Law Firm, P.C. (925) 400-9052 1/27/2017
Kim Onisko CPAOnisko & Scholz, Certified Public Accountants, LLP(562) 420-31004/18/2012
Lauren OsborneOnisko & Scholz, Certified Public Accountants, LLP(562) 420-31004/18/2012
Paul Scholz CPAOnisko & Scholz, Certified Public Accountants, LLP(562) 420-31006/7/2012
Greg HackerOpen Mortgage LLC(408) 483-22252/8/2013
Ronald GreenwaldPacific Sothebys International Realty(858) 776-58639/29/2011
Patti GerkePacific Sothebys International Realty(760) 525-72691/31/2012
Steven MinchenPacific Union, Christie's International Real Estate(415) 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
Greg JanesPlaza Bank(949) 502-431012/5/2014
Daniel NorthcuttPremier Realty Group(619) 701-00197/23/2015
Marlene Reed Probate Real Estate Group (949) 870-6262 9/20/2016
Ryan Reed Probate Real Estate Group (949) 870-6262 9/20/2016
Carol WhiteProfessional Care Management(310) 384-28804/22/2008
Ted OngPrudent Investors Network(760) 597-92553/6/2008
Moti Gamburd Raya's Paradise Inc. (323) 851-7515 9/15/2016
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 VicenteRetirement Funding Solutions (Reverse Mortgages)(925) 848-65757/3/2012
Lee-Anne Godfrey RN Health Management, PNC (949) 939-8439 11/8/2016
Michelle Martin Robertson | Adams (916) 434-2550 6/23/2016
Juliette RobertsonRobertson | Adams(916) 434-25503/7/2012
Heidi Steinke Robertson | Adams (916) 434-2550 6/23/2016
Mandy Sabbadini Sabbadini Appraisal Services (916) 944-1401 10/6/2016
Kathy Meredith Security Bank(909) 583-22039/2/2004
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
Brian AdesSothebys International Real Estate(310) 503-80804/18/2011
Mike TeerTeer One Properties, Inc.(951) 683-53394/1/2014
Teo Ernst Teo Ernst Psychological Services Inc. (415) 913-8096 1/27/2016
Carlos AlcaineThe Alcaine Group of RW Baird(916) 783-65253/28/2013
Mat MooreThe Moore Group at Berkshire Hathaway HS California Properties(310) 947-69987/31/2013
Phil SeymourThe Seymour Group/Elite Properties(310) 612-98009/18/2014
Monica GoelTredway Lumsdaine & Doyle, LLP(562) 923-09712/28/2013
Jennifer SawdayTredway Lumsdaine & Doyle, LLP(562) 923-09712/28/2013
Karleen HeselwoodTrojan & Co. Accountancy Corp(562) 598-560011/8/2010
Travis StrayerTrue Link Financial(816) 244-80097/18/2014
Larry Bovshow Trust Properties USA (800) 579-4380 1/2/2014
Paul HargravesTrust Properties USA(800) 579-43801/2/2014
Jason SalataTrust Properties USA(800) 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
Charlotte Volsch Volsch Enterprises Inc. (760) 912-8905 7/25/2016
Paul GrossWaddell & Reed Financial Advisors(310) 307-703411/10/2014
Susan Caldwell Walnut Acres Residential Care (818) 903-6445 3/24/2016
Novena WeaverWeaver & Company, CPA(661) 328-16891/1/2008
Gregory Haeseler Wells Fargo Advisors, LLC(562) 594-14254/4/2011
John KramerWells Fargo Advisors, LLC(562) 493-762811/7/2013
Brad BarnblattWells Fargo Advisors(415) 395-24704/10/2013
Holly GalbrechtWetherby Asset Management(415) 399-91592/9/2012
Karin WiseWise Management and Financial Services(858) 350-53502/28/2008