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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
Lori Hefner, MA, MBA, CLPF
(925) 262-4250
lori@Trustcare.biz

Education - Program Vetting
Susan Ghormley, CLPF
(310) 246-9055
susan@lafiduciary.com

Electronic Technology
Lori Hefner, MA, MBA, CLPF
(925) 262-4250
lori@Trustcare.biz

Finance
John Cooper Jr., CLPF
(626) 888-2255
Ok3@pacbell.net

Gary Loebner, MBA, CLPF
(650) 961-3368
SVFiduciary@sbcglobal.net


Internal Communications
Donna Bogdanovich, CLPF
(310) 378-6103
donnabogdanovich@gmail.com

External 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
dj@vernas.net

 

Professional Standards
Julie Sugita, DDS, MS, CLPF
(619) 980-6416
j.sugita5@gmail.com

Joyce Anthony, CLPF
(650) 383-5313
joyce@primefiduciary.com

NGA Liaison
Susan Ghormley, CLPF
(310) 246-9055
susan@lafiduciary.com

Annual Conference
David Keeler, CLPF, NGA
(415) 713-4811
David.keeler@yahoo.com

Richard Lambie, NCG, CLPF
(408) 551-2122
richard@rhlambie.com