Areas of Expertise: Commercial Banks; Corporate Trustees; CPAs; Estate Planning Attorneys; Family Law Attorneys; Investment Advisors; Life Insurance Brokers; Long Term Care Specialist; Property/Casualty Insurance Brokers; Reverse Mortgage Specialists.
Commercial Banking
Melissa Pollard
SVP
Comerica Bank, Middle Market Lending
714.940.6751
www.comerica.com
Corporate Trustees
Daniel Banis
President
First American Trust, FSB
714.250.8100
www.firstamtrust.com
Kimberly Dwan-Bernatz
Vice President
First American Trust, FSB
714.250.8127
www.firstamtrust.com
Kenneth E. Petersen, Jr.
Vice President
First American Trust, FSB
714.250.8126
www.firstamtrust.com
CPAs
Don Dahl
Tax Practice Leader – Tax Services
Grant Thornton, LLP
949.553.1600
www.grantthornton.com
D. Dean McCormick III
CPA, MBA
President
McCormick Wealth Insights
www.mccinsights.com
www.insightptrs.com
Corinne Myre
CPA
Sweek, Connolly & Co.
714.438.4202
www.sweekconnolly.com
Estate Planning Attorneys
Rick Albrecht, JD
Colleen Barney, JD
Partners
Albrecht & Barney, LLP
949.263.1040
Matt Brown, JD
Partner
Brown & Streza, LLP
949.453.2900
www.brownandstreza.com
Renee M. Gabbard
Partner
Paul Hastings
714.668.6200
www.paulhastings.com
James K. Leese
Partner
Ferruzzo & Ferruzzo, LLP
949.608.6900
www.ferruzzo.com
Tim Voorhees, JD, MBA
Founder
Family Office Services
800.447.7090
www.vfos.com
Danniel J. Wexler, JD
Partner
Quinlivan Wexler, LLP
714.0241.1919
www.qwllp.com
Family Law Attorneys
Lisa Hughes, JD and CPA
Partner
Hughes and Sullivan
714-538-5200
www.hughesandsullivan.com
Wayne L. Jones, Esq.
Of Counsel
Ferruzzo & Ferruzzo, LLP
714.267.6767
www.ferruzzo.com
Investment Advisors
Laine Ainsworth
Mark Moehlman
Principals and Co-Founders
Wealth Management Network
949.720.9980
www.thewmn.com
Guy Baker
Managing Partner
Baker- Jensen Investment Advisors and The BTA Advisory Group
949.900.0099
www.bakerjensen.net
www.btagroup.net
Daniel Banis
President
First American Trust, FSB
714.250.8100
www.firstamtrust.com
Kimberly Dwan-Bernatz
Vice President
First American Trust, FSB
714.250.8127
www.firstamtrust.com
Craig Henton
Comerica Bank Wealth & Institutional Management
714.424.3823
www.comerica.com
Steve Kearns
Comerica Bank Wealth & Institutional Management
800.888.3595
www.comerica.com
Maryann S. Meggelin
Director
BNY Mellon
213.553.9640
www.bnymellon.com
Keith Offel
CEO
Offel Wealth Management Group
714.526.3777
www.offelwealth.com
Kenneth E. Petersen, Jr.
Vice President
First American Trust, FSB
714.250.8126
www.firstamtrust.com
Ed Runyon
Principal
Runyon and Bowes, LLC
877.768.4802
www.runyonbowes.com
Tim Voorhees, RIA
Family Office Services, Inc.
949.878.9400
www.vfos.com
Richard Weiss
City National Bank
866.792.9408
www.cnb.com
Evelyn Zohlen
CFP, MS, MBA
Inspired Financial
714.971.0663
www.inspiredfinancial.biz
Life Insurance Brokers
Tyler Terry
Financial Advisor
Northwestern Mutual Financial Network
949.863.5805
www.waltosgroup.com
Todd Tripp
Field Director
Northwestern Mutual Financial Network
949.622.7218
www.nmfn.com/toddtripp
Darci Voorhees
Brokerage General Agent
800.447.7090
www.idesigninsurance.com
Robert J. Waltos
Managing Partner, Financial Advisor
Northwestern Mutual Financial Network
949.863.5805
www.waltosgroup.com
Long Term Care Planning Specialists
Todd Tripp
Field Director
Northwestern Mutual Financial Network
949.622.7218
www.nmfn.com/toddtripp
Property Casualty Insurance Brokers
Lupe Erwin
Private Client Services
Wood Gutman & Bogart
714.505.7000
www.wgbib.com
Reverse Mortgage Providers
Kurt Kingsolver
CEO/President
Gold Reverse Mortgage, Inc.
877.567.5436
www.goldreverse.com
Other Expert Wealth Management Providers
Public Relations Experts:
Cara Good
CEO
Wundermarx PR
714.862.1112
www.wundermarx.com
Hilary Kaye
Founder & President
HKA Inc.
714.426.0444
www.hkamarcom.com
Direct Response Marketing Experts:
Gloria Robbins
CEO
Strategic Marketing Services (SMS)
800.998.8600
www.teamsms.com
Organizing Experts:
Penny Lambright
Founder
Clutter Cleaners
877.NO Chaos (877.662.4267)
www.cluttercleaners.com
