Members


A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | R | S | T | V | W | Y | Z

 

A

Vern Adkins, Esq.
Boston Private Bank & Trust Company
160 Bovet Road, San Mateo, CA 94402
Tel: (650) 378-2046 / Fax: (650) 378-3719 / Email: vadkins@bostonprivatebank.com
Trust Officer/Calif. Licensed Prof. Fiduciary

Holly Wong Agbayani, CPA
Brown Adams Agbayani LLP
2570 El Camino Real, Suite 640, Mountain View, CA 94040
Tel: (650) 857-1655 / Fax: (650) 857-0376 / Email: holly@brownadams.com
CPA

Sonia M. Agee, Esq.
Ropers Majeski Kohn & Bentley
50 West San Fernando Street, Suite 1400, San Jose, CA 95113
Tel: (408) 947-4889 / Fax: (408) 918-4501 / Email: sagee@rmkb.com
Attorney

Stephanie Allen, CLPF, NCG
Allen Fiduciary
P.O. Box 2713, Sunnyvale, CA 94087
Tel: (408) 395-2055 / Email: stephanie@allenfiduciary.com
Trust Officer - Calif. Licensed Professional Fiduciaries

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B

Peter Bajorek, Esq.

Attorney at Law
95 South Market Street, Suit 300, San Jose, CA 95113

Tel: (408) 642-5348 / Fax: (408) 642-5370 / Email: peter@bajoreklaw.com
Attorney

Randy Balogh
San Jose State University Advancement
One Washington Square, San Jose, CA 95192

Tel: (408) 924-1123 / Email: randy.balogh@sjsu.edu
Other Estate Planning Professional

Douglas P. Barnes, Esq.
Law Offices of Douglas P. Barnes
210 Almendra Avenue, Los Gatos, CA  95030
Tel: (408) 395-4800 / Fax: (408) 395-4899 / Email: doug@dougbarneslaw.com
Attorney

Fred C. Begun, Esq.
Law Office of Fred C. Begun
84 West Santa Clara Street, Suite 360, San Jose, CA  95113
Tel: (408) 295-4232 / Fax: (408) 295-4771 / Email: fbegun@ix.netcom.com
Attorney


Dan G. Berris, Esq.

Ferrari Ottoboni Caputo & Wunderling, LLP
333 West Santa Clara Street, Suit 700, San Jose, CA 95113

Tel: (408) 280-0535 / Fax: (408) 280-0151 / Email: dberris@ferrarilawpartners.com
Attorney

Jann Besson, Esq.
Law Office of Besson & Yarbrough
4984 El Camino Real, Suite 110, Los Altos, CA 94022
Tel: (650) 864-9330 / Fax: (650) 864-9320 / Email: lawoffice@besson-yarbrough.com
Attorney

Brigitte Binkert, Esq.
Law Office of Brigitte Binkert
650 Castro Street, Suite 120-313, Mountain View, CA 94041
Tel: (650) 714-8253 / Fax: (650) 964-4682 / Email: brigitte@binkertlaw.com
Attorney

Kristofer Biorn, Esq.

Crist, Biorn, Shepherd & Roskoph
2479 East Bayshore Road, Suit 155, Palo Alto, CA 94303

Tel: (650) 321-5007 / Email: kwb@cbsrlaw.com
Attorney

Dennis R. Brach, CPA
Retired
18290 Enderson Court, Morgan Hill, CA  95037
Tel: (408) 506-3140 / Email: dbrach40@gmail.com
CPA
Past President 2006-07

Gary Brainin, Esq.
Brainin Law Office
2855 Kifer Road, Suite 220, Santa Clara, CA  95051
Tel: (650) 422-3313 / Fax: (408) 753-3278 / Email: gary@braininlaw.com
Attorney

Miriam Behman Brody, Esq.
Law Offices of Miriam Behman Brody
19040 Cox Ave., Suite 3, Saratoga, CA 95070
Tel: (408) 257-0900 / Fax: (408) 257-7925 / Email: miriam@miriambehmanbrody.com
Attorney

Diane M. Brown, Esq.
Brown Law Offices
14103 Winchester Blvd., Suite G, Los Gatos, CA  95032
Tel: (408) 376-2755 / Fax: (408) 376-2763 / Email: law@dianebrown.com
Attorney

James O. Brown, ASA, CFP®
Perisho, Tombor, Brown PC
2105 South Bascom Ave., Suite 159, Campbell, CA 95008
Tel: (408) 985-5150 / Fax: (408) 985-5160 / Email: brown@perisho.com
Other Estate Planning Professional

Stephen W. Bucher, Esq.
The Law Office of Stephen W. Bucher
2021 The Alameda, Suite 275, San Jose, CA 95126
Tel: (408) 297-2277 / Fax: (408) 241-9624 / Email: sbucher@bucherlaw.com  
Attorney

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C

Jennifer Carter, Esq.
Law Offices of Miriam Bordy
19040 Cox Ave., Suite 3, Saratoga, CA 95070
Tel: (408) 257-0900 / Fax: (408) 257-7925 / Email: jennifer@miriambehmanbrody.com
Attorney

Cathleen M. Colgan
American Trust & Savings Bank
101 South Ellsworth Ave., Suite 200, San Mateo, CA 94401
Tel: (650) 548-3102 / Fax: (650) 548-3101 / Email: ccolgan@americantrust.com
Trust Officer / Calif. Licensed Prof. Fiduciary

Krista M. Conover
Boston Private Bank and Trust Company
345 South San Antonio Road, Los Altos, CA 94022
Tel: (650) 378-3717 / Fax: (650) 947-9422 / Email: kconover@bostonprivatebank.com
Trust Officer & Calif. Licensed Prof. Fiduciary
Secretary, SCCEPC

Renee Conrad, JD, MCL
Law Offices of Hales & George
19040 Cox Ave., Suite 3, Saratoga, CA 95070
Tel: (408) 255-6292 / Fax: (408) 865-1904 / Email: rconrad@halesgeorge.com
Attorney

Greg Crawford, CFP®
Alliance Trust Company
5375 Kietzke Lane, Second Floor, Reno, NV 89511
Tel: (775) 297-4000 / Fax: (775) 297-0909 / Email: gcrawford@alliancetrustcompany.com
Other Estate Planning Professional

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D

Leslie J. Daniels, Esq.
Groom & Cave, LLP, Attorneys at Law
1570 The Alameda, Suite 100, San Jose, CA 95126
Tel: (408) 286-3300 / Fax: (408) 286-3423 / Email: ljd@groomandcave.com
Attorney

Robert L. Davies, CPA
50 Washington Street, Suite 22, Santa Clara, CA 95050
Tel: (408) 241-7570 / Email: rdaviescpa@msn.com
CPA

Richard Dayton, Esq.
The Dayton Law Firm
1754 Technology Dr., Suite 230, San Jose, CA 95110
Tel: (408) 437-7570 / Fax: (408) 437-7509 / Email: rich@thedaytonlawfirm.com
Attorney

George P. Delucchi, CPA
Delucchi, Hawn & Co., LLP
333 West Santa Clara Street, Suite 750, San Jose, CA 95113
Tel: (408) 918-1551 / Fax: (408) 286-2220 / Email: gdelucchi@cpa-online.com
CPA
SCCEPC Past President, 2011-12

Jesse Dogillo, CFP®, CLU, ChFC
Bay Area Financial Advisers
777 North First Street, Suite 615, San Jose, CA 95112
Tel: (408) 528-7060 / Fax: (408) 882-6089 / Email: jesse@bayadvisers.com
CLU/ChFC
Board of Directors, SCCEPC

Francis B. Doyle, Esq.
WealthPLAN
1960 The Alameda, Suite 185, San Jose, CA 95126
Tel: (408) 918-9030 / Fax: (408) 918-9040 / Email: fbdoyle@wealthplan.com
Attorney
SCCEPC Past President, 2009-10

Mike Dragomir, CLPF, CCF, NCG
Dragomir Fiduciary Services, Inc.
901 Campisi Way, Suite 330, Campbell, CA 95008
Tel: (408) 978-8101 / Fax: (408) 978-8044 / Email: mike@dragomirfiduciary.com
Trust Officer & Calif. Licensed Prof. Fiduciary

Diane F. Drake, CPA
20 South Santa Cruz Ave., Suite 210/P.O. Box 454, Los Gatos, CA 95031-0454
Tel: (408) 504-8709 / Fax: (408) 377-9760 / Email: ddrake@ddcpa.com
CPA

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E

James Efting, Esq.
Jackson & Efting
438 South Murphy Avenue, Sunnyvale, CA 94086
Tel: (408) 732-3114 / Fax: (408) 732-0709 / Email: jefting@jacksonefting.com
Attorney

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F

Adam W. Ferguson, Esq.
Pelosi & Ferguson, LLP
1886 The Alameda, San Jose, CA 95126
Tel: (408) 296-3600 / Fax: (408) 296-3700 / Email: adam@peloiferguson.com
Attorney

Terrie Firestone

BNY Mellon
50 Roberts Way, Hillsborough, CA 94010

Tel: (415) 265-3719 / Email: terrie.firestone@bnymellon.com
Other Estate Planning Professional

Kathy Fitzpatrick, CPA
Berger Lewis Accountancy Corp.
55 Almaden Blvd., Suite 600, San Jose, CA 95113
Tel: (408) 494-8186 / Fax: (408) 279-8186 / Email: kfitzpatrick@bergerlewis.com
CPA

Pam Flournoy, CFP®
LPL Financial
1165 Lincoln Ave., Suite 330, San Jose, CA 95125
Tel: (408) 271-8800 / Fax: (408) 271-8833 / Email: pam.flournoy@LPL.com
Other Estate Planning Professional

John C. “Del” Foster, Esq.
Rusconi, Foster, Thomas
30 Keystone Avenue, Morgan Hill, CA 95037
Tel: (408) 779-2106 / Fax: (408) 779-1553 / Email: del@rftlawyer.com
Attorney

Mark Franich, Esq.
Morgan, Franich, Fredkin & Marsh
99 Almaden Boulevard, Suite 1000, San Jose, CA 95113-1606
Tel: (408) 288-8288 / Fax: (408) 288-8325 / Email: mfranich@mffmlaw.com
Attorney
Treasurer, SCCEPC

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G

Michael Garber, CFP®

Michael Garber Financial Planning
1250 Oakmead Parkway, Suit 210, Sunnyvale, CA 94085

Tel: (408) 451-8418 / Email: mg@michaelgarber.com
Other Estate Planning Professional

Michael C. Gray, CPA
2190 Stokes Avenue, San Jose, CA 95128
Tel: (408) 998-2727 / Fax: (408) 998-2766 / Email: mgray@taxtrimmers.com
CPA

Richard A. “Rick” Gross, J.D.
Richard A. Gross Insurance & Charitable Services
4150 Middlefield Road, Palo Alto, CA 94303
Tel: (650) 858-0771 / Fax: (650) 858-0772 / Email: rickgross35@gmail.com
Other Estate Planning Professional
Past President, 2005-2006

Alma Guimarin, CFP®, CIMA®
MorganStanley
225 West Santa Clara Street, Suite 900, San Jose, CA 95113
Tel: (408) 947-2298 / Fax: (408) 947-2208 / Email: alma.guimarin@ms.com
Other Estate Planning Professional

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H

Jan Marie Hales, Esq.
Law Offices of Hales & George
19040 Cox Ave., Suite 3, Saratoga, CA 95070
Tel: (408) 255-6292 / Fax: (408) 865-1904 / Email: jhales@halesgeorge.com
Attorney

Barbara Hartman, CPA
Lautze & Lautze
111 West St. John Street, Suite 1010, San Jose, CA 95113
Tel: (408) 918-0900 / Fax: (408) 918-0915 / Email: bhartman@lautze.com
CPA

Crystal S. Henzi, CPA
McFarlane, Cazale & Associates
1631 Willow Street, Suite 200, San Jose, CA 95125
Tel: (408) 265-2950 / Fax: (408) 266-7015 / Email: crystal@reh-cpas.com
CPA

Eric A. Hersh, CLPF, NCG
Hersh & Associates
P.O. Box 700039, San Jose, CA 95170
Tel: (408) 996-2432 / Fax: (408) 996-2491 / Email: kehersh@sbcglobal.net
Other Estate Planning Professional

Sheryl Hinshaw, CPA
Johanson & Yau
160 W. Santa Clara Street, Suite 900 , San Jose, CA 95113
Tel: (408) 288-5111 / Fax: (408) 288-7174 / Email: sherylh@jyac.com
CPA

Melvin J. Honda, CLU, ChFC, RHU
Wealth Strategies Group
225 West Santa Clara St., Suite 1450, San Jose, CA 95113
Tel: (408) 352-3955 / Fax: (408) 454-2563 / Email: melhonda@yahoo.com
CLU
Past President, 2012-13

Dixon R. Howell, Esq.
Business Law Group
1800 Hamilton Avenue, Suite 240, San Jose, CA 95125-5635
Tel: (408) 979-7800 / Fax: (408) 979-7804 / Email: dhowell@buslawgroup.com
Attorney

Julia Hsiao, JD
Insurance & Financial Services
20480 Pacifica Drive, Suite G, Cupertino, CA 95014
Tel: (408) 863-0306 / Fax: (408) 252-1005 / Email: chulinghsiao@ft.newyorklife.com
Attorney

Norman Hulberg, MAI
Hulberg & Associates
One North Market St., San Jose, CA 95113
Tel: (408) 279-1520x142 / Fax: (408) 279-3428 / Email: norm@hulberg.com
Other Estate Planning Professional

Krystal Tate Hulten, Esq.
Law Office of Douglas P. Barnes
210 Almendra Ave., Los Gatos, CA 95030
Tel: (408) 395-4800 / Fax: (408) 395-4899 / Email: krystal@dougbarneslaw.com
Attorney

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I

Claire Imelli, Esq.
Law Offices of Miriam Behman Brody
19040 Cox Ave., Suite 3, Saratoga, CA 95070
Tel: (408) 257-0900 / Fax: (408) 257-7925 / Email: claire@miriambehmanbrody.com
Attorney

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J

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K

Paul S. King, CFP, CEP
King Wealth Planning, Inc.
2105 South Bascom Ave., Suite 148, Campbell, CA 95008
Tel: (408) 879-0789 / Email: paul@kingwealth.com
Other Estate Planning Professional

Christine M. Kouvaris, Esq.
Law Office of Christing M. Kouvaris, Inc. 2542 South Bascom Ave., Ste. 295, Campbell, CA 95008
Tel: (408) 384-8540 / Email: christine@kouvarislaw.com
Attorney

Lawrence S. Kuechler, CPA
Berger/Lewis Accountancy Corp.
50 West San Fernando Street,Suite 500, San Jose, CA 95113
Tel: (408) 494-1200 / Fax: (408) 279-8186 / Email: larry.kuechler@armaninollp.com
CPA

Alex Kurosawa
Pacific Advisors LLC
1740 Technology Drive.,Suite 550, San Jose, CA 95110
Tel: (408) 497-0257 / Email: alex_kurosawa@jpacificadvisors.com
Other Estate Planning Professional

Marleen Brady Kuttner, Esq.
Pruneyard Tower 1,1901 South Bascom Ave., Ste. 1240, Campbell, CA 95008
Tel: (408) 371-0854 / Fax: (408) 371-5984 / Email: mbkuttner@aol.com
Attorney

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L

Roxanne Laine, CPA
PwC
Ten Almaden Blvd., Suite 1600, San Jose, CA 95113
Tel: (408) 817-5956 / Fax: (408) 375-4305 / Email: roxanne.laine@us.pwc.com
CPA

Larry S. LaMantia, Jr., Esq.
Law Offices of Larry S. LaMantia
2021 The Alameda, Suite 110, San Jose, CA 95126
Tel: (408) 985-2500 / Fax: (408) 985-0160 / Email: lamantialaw@earthlink.net
Attorney

Richard H. Lambie
California Licensed Professional Fiduciary
367 South Baywood Avenue, San Jose, CA 95128
Tel: (408) 551-2122 / Fax: (408) 551-0212 / Email: richard@rhlambie.com
Trust Officer & Calif. Licensed Prof. Fiduciary
Past President, 1994-1995

Chuen Ying Lee, CTFA
Bank of the West
50 West San Fernando Street, Suite 425, San Jose, CA 95113
Tel: (408) 645-3234 / Fax: (408) 275-6174 / Email: ying.lee@bankofthewest.com
Trust Officer

Dennis I. Leonard, Esq.
Ramsbacher Prokey LLP
125 South Market Street, Suite 1150, San Jose, CA 96113
Tel: (408) 293-3616 / Fax: (408) 293- 0430 / Email: dil@ramsbacherprokey.com
Attorney

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M

Camelia Mahmoudi, Esq., J.D., LL.M.
Law Office of Camelia Mahmoudi
2021 The Alameda, Suite 200, San Jose, CA 95126
Tel: (408) 658-8580 / Fax: (408) 659-8655 / Email: camelia@camelialaw.com
Attorney
Vice President, SCCEPC

Julie Malekhedayat, CPA
Abbott, Stringham & Lynch
1550 Leigh Avenue, San Jose, CA 95125
Tel: (408) 377-8700 / Fax: (408) 377-0821 / Email: juliem@aslcpa.com
SCCEPC Past President, 2013-14

Tim Maximoff, Esq.
Hoge, Fenton, Jones & Appel, Inc.
60 South Market Street, Suite 1400, San Jose, CA 95113
Tel: (408) 947-2437 / Fax: (408) 287-2583 / Email: jtm@hogefenton.com
Attorney
President, SCCEPC

Jacqueline Mayer, CFP, CLU
Mayer, Moll & Associates
4010 Moorpark Avenue, Suite102, San Jose, CA 95117
Tel: (408) 249-8600 / Fax: (408) 249-9488 / Email: jmayer@mayermoll.com
CLU

Theresa A. McGuire, Esq.
Carter, Dougherty & Keiley Attorneys at Law
2397 Forest Avenue, San Jose, CA 95128
Tel: (408) 241-2121 / Fax: (408) 241-2399 / Email: theresa@cdbatlaw.com
Attorney

R. Donald McNeil, Esq.
Ferrari Ottoboni Caputo and Wunderling LLP
333 West Santa Clara Street, Suite 700, San Jose, CA 95113
Tel: (408) 280-0535 / Fax: (408) 280-0151 / Email: dmcneil@ferrarilawpartners.com
Attorney
Past SCCEPC President 2002-03

Alison B. Merino, Esq.
Ramsbacher Prokey LLP
125 South Market Street, Suite 1150, San Jose, CA 95113
Tel: (408) 293-3616 / Fax: (408) 293-0430 / Email: amerino@ramsbacherprokey.com
Attorney

Cheri Michaelis, Esq.
Law Office of Cheri E. Michaelis
2570 North First Street, Suite 200, San Jose, CA 95131
Tel: (408) 228-4754 / Fax: (408) 457-7585 / Email: cheri@cherimichaelislaw.com
Attorney

Mitchell Miller, BC
Miller Law Group, P.C.
260 Sheridan Ave., Suite 208, Palo Alto, CA 94306
Tel: (650) 566-2290 / Fax: (650) 566-2298 / Email: mmiller@millerlg.com
Attorney

Charles E. Mollett, III, CPA
Charles E. Mollett, III Accountancy Corp.
1101 S. Winchester Blvd., Bldg. O, Suite 276, San Jose, CA 95128
Tel: (408) 553-0204 / Fax: (408) 553-0208 / Email: chuckmollett@hotmail.com
CPA

Janet M. Moyer, CPA
Kawamoto, Weil & Company
150 East Campbell Ave., Suite 201, Campbell, CA 95008
Tel: (408) 379-7300 / Fax: (408) 379-7399 / Email: janet@kwco.com
CPA

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N

Rebecca Matteson Nelson, CWS
techcu Wealth Management
2010 North First Street, Suite 500, San Jose, CA 95131
Tel: (408) 437-3761 / Fax: (408) 467-2320 / Email: rnelson@techcu.com
Other Estate Planning Professional

Barbara Nesbet, Esq.
Law Office of Barbara Nesbet
P.O. Box 2200, Los Gatos, CA 95031-2200
Tel: (408) 395-5908 / Email: law@nesbet.com
Attorney

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O

John J. O’Toole, CPA
John J. O’Toole Accountancy Corporation
22 Brookside Avenue, San Jose, CA 95117
Tel: (408) 241-9051 / Fax: (408) 241-9056 / Email: jjocpa@gmail.com
CPA

Claire Owens, MBA, CLPF, NCG
Professional Fiduciary #433
P.O. Box 8128, San Jose, CA 95155-8128
Tel: (408) 569-6056 / Fax: (408) 977-0364 / Email: claire@claireowensfiduciary.com
Trust Officer & Calif. Professional Fiduciaries

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P

Bertha G. Pellegrino
Bank of the West
P. O. Box 1121, San Jose, CA 95108
Tel: (408) 299-1650 / Fax: (408) 275-6174 / Email: bertha.pellegrino@bankofthewest.com
Trust Officer

Paul A. Pelosi, Esq.
Pelosi & Ferguson LLP
1886 The Alameda, San Jose, CA 95126
Tel: (408) 296-3600 / Fax: (408) 296-3700 / Email: paul@pelosiferguson.com
Attorney

Arlene Peterson, CLFP
Bank of the West
50 West San Fernando Street, Suite 425, San Jose, CA 95113
Tel: (408) 916-1518 / Fax: (408) 275-6174 / Email: arlene.peterson@bankofthewest.com
Trust Officer

Jacqueline H. Phan, CPA, MST
Abbott, Stringham & Lynch
1550 Leigh Ave., San Jose, CA 95125
Tel: (408) 377-8700 / Fax: (408) 377-0821 / Email: jphan@aslcpa.com
Attorney

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R

Jamie Rebagliati
Richard H. Lambie California Licensed Fiduciary
367 S. Baywood Ave., San Jose, CA 95128
Tel: (408) 551-2122 / Fax: (408) 551-0212 / E-Mail: jamie@rhlambie.com
Other Estate Planning Professional

Stephen M. Rice, CFP®, CLU, ChFC, CAP™
Rice Financial Consulting, Inc.
300 East Main Street, Los Gatos, CA 95030
Tel: (408) 354-3400 / Fax: (408) 354-3404 / Email: srice@steverice.com
CLU
Past President, 2003-2004

Thomas E. Rossmeissl, Esq.
Law Office of Thomas E. Rossmeissl
50 West San Fernando St., Suite 1425, San Jose, CA 95113
Tel: (408) 883-3520 / Fax: (408) 351-0595 / Email: thomas@rossmeissllaw.com
Attorney

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S

David M. Sacarelos, CPA
Seiler LLP
Three Lagoon Drive, Suite 400, Redwood City, CA 94065
Tel: (650) 365-4646 / Fax: (650) 368-4055 / Email: dsacarelos@seiler.com
CPA

Dave Samuels, CFP®, CLU, AIF®
Corinthian Wealth Management
1900 The Alameda, Suite 300, San Jose, CA 95126
Tel: (408) 995-0915 / Fax: (408) 995-0931 / Email: dsamuels@corinthianwealth.com
Other Estate Planning Professional
Board of Directors, SCCEPC

Claire Schissler, JD, CTFA
City National Trust & Estate
150 California Street, 12th Floor, San Francisco, CA 94111
Tel: (415) 576-2564 / Fax: (415) 576-2796 / Email: claire.schissler@cnb.com
Trust Officer

Mark R. Shepherd, Esq.
Crist, Schulz, Biorn & Shepherd
550 Hamilton Avenue, Suite 100, Palo Alto, CA 94301
Tel: (650) 321-5005 / Fax: (650) 326-2404 / Email: mark@attorneyshep.com
Attorney
Past President, 1997-1998

Brian L. Shetler, Esq.
Berliner Cohen
Ten Almaden Blvd., 11th Floor, San Jose, CA 95113-2233
Tel: (408) 286-5800 / Fax: (408) 998-5388 / Email: brian.shetler@berliner.com
Attorney

Ray A. Silva, CLU, ChFC
Pacific Advisors
1740 Technology Drive, Suite 550, San Jose, CA 95110
Tel: (408) 392-7878 / Fax: (408) 392-7899 / Email: ray_silva@glic.com
CLU
Past President, 1982-1983

Linda Silveria, Esq.
2021 The Alameda, Suite 110, San Jose, CA 95126-1126
Tel: (408) 985-2500 / Fax: (408) 985-2584 / Email: lindalawyr@aol.com
Attorney

Benjamin J. Sowards, Esq.
Sowards Law Firm
2542 S. Bascom Avenue, Suite 200, Campbell, CA 95008
Tel: (408) 371-6000 / Fax: (408) 371-6005 / Email: ben@sowardslawfirm.com
Attorney

Lynn C. Stutz, Esq.
Lynn C. Stutz, Attorney at Law
2542 S. Bascom Avenue, Suite 230, Campbell, CA 95008
Tel: (408) 369-9302 / Fax: (408) 369-9233 / Email: lynn@stutzlaw.com
Attorney
Past President, 2007-2008

Leslie Yarnes Sugai, Esq.
Carney, Sugai & Sudweeks, LLP
750 University Ave., Suite 140, Los Gatos, CA 95032
Tel: (408) 354-0200 / Fax: (408) 354-7779 / Email: leslieys@ccs-lawfirm.com
Attorney

Lynn Swenson, CTFA
Boston Private Bank & Trust Company
345 South San Antonio Road, Los Altos, CA 94022
Tel: (650) 917-4625 / Fax: (650) 947-9422 / Email: lsereno@bostonprivatebank.com
Trust Officer & Calif. Licensed Prof. Fiduciary
Past President, 2010-2011

Joan Bucher Symonds, CPA, CFP®
Young, Craig and Co. LLP
2570 West El Camino Real, Suite 150, Mountain View, CA 94040
Tel: (650) 209-1840 / Email: joan@yccllp.com
CPA

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T

Lynn K. Telford, EA, TEP
Weber and Company, Inc.
2021 The Alameda,Suite 380, San Jose, CA 95126
Tel: (408) 931-6201 / Fax: (408) 216-9337 / Email: Ltelford@weberandcompanycpa.com
Other Estate Planning Professional
Board of Directors, SCCEPC

Robert E. Temmerman, Jr., Esq.
Temmerman, Cilley & Kohlmann, LLP
2502 Stevens Creek Blvd., San Jose, CA 95128
Tel: (408) 998-9500 / Fax: (408) 998-9700 / Email: rtemmerman@tcklawfirm.com
Attorney

Thomas E. Thiel, Esq.
Law Office of Thomas E. Thiel
2021 The Alameda, Suite 110, San Jose, CA 95126
Tel: (408) 249-7750 / Fax: (408) 503-0938 / Email: tet@lawsanjose.net
Attorney

Trevor Thomas, CPA
Weber & Company
2021 The Alameda, Suite 380, San Jose, CA 95126
Tel: (408) 931-6201 / Fax: (408) 216-9337 / Email: tthomas@weberandcompanycpa.com
CPA

Thomas Thorpe, CLPF, NCG, TEP
Trust & Estate Management
P.O. Box 33215, Los Gatos, CA 95031-3215
Tel: (415) 218-2888 / Fax: (408) 884-3023 / Email: tom@thorpetrust.com
Trust Officer & Calif. Licensed Prof. Fiduciary

Stanley T. Tomita, Esq.
1155 North First Street, Suite 104, San Jose, CA 95112
Tel: (408) 286-3775 / Fax: (408) 286-3618 / Email: sttomita@msn.com
Attorney

Raymond J. Triplett, CLU, ChFC, CFP®
Triplett Financial Services
1731 Technology Drive, Suite 530, San Jose, CA 95110
Tel: (408) 452-6101 / Fax: (408) 452-6124 / Email: ray@triplettfinancial.com
CLU
Past President, 1995-1996

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Donna Verna
Private Professional Fiduciary
P.O. Box 3805, Los Altos, CA 94024
Tel: (650) 383-8348 / Fax: (650) 383-5199 / Email: dj@vernas.net
Other Estate Planning Professional

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Steven L. Walker, Esq.
Law Office of Steven L. Walker
303 Almaden Blvd., Suite 500, San Jose, CA 95110
Tel: (408) 828-9989 / Email: swalker@walk-law.com
Attorney

Suzanne Weber, CPA, MST, TEP
Weber and Company
2021 The Alameda, Suite 380, San Jose, CA 95126
Tel: (408) 931-6201 / Fax: (408) 216-9337 / Email: sweber@weberandcompany.com
CPA
Board of Directors, SCCEPC

Rebecca Weisman, Esq.
Fleishman & Weisman, PC
79 Devine Street, Suite 200, San Jose, CA 95110
Tel: (408) 975-1075 / Fax: (408) 288-2799 / Email: rebecca@fwlawoffices.com
Attorney

Jack L. Welkley, CPA
Welkley & Tucker Inc.
4040 Moorpark Avenue, Suite 112, San Jose, CA 95117
Tel: (408) 249-5300 / Fax: (408) 249-5315 / Email: jack@wt-cpas.com
CPA
Past President, 2001-2002

Dusty White, CLPF, NCG
White Fiduciary Services
P.O. Box 111807, Campbell, CA 95011
Tel: (408) 248-6290 / Fax: (408) 248-5363 / Email: dustywhite@mac.com
Other Estate Planning Professional

Nancy Williamson, Esq.
Four Seasons Estate Planning
777 North First Street, Suite 615, San Jose, CA 95112
Tel: (408) 334-0004 / Email: nlwlaw@gmail.com
Attorney

Glynis A. Wineinger, AAMS
Edward Jones Investments
12297 Saratoga-Sunnyvale, Suite 200, Saratoga, CA 95070
Tel: (408) 873-2611 / Fax: (888) 525-2594 / Email: glynis.wineinger@edwardjones.com
Other Estate Planning Professional

John Tim Worden, CPA
Worden & Worden Accountants
920 Saratoga Ave., Suite 100, San Jose, CA 95129
Tel: (408) 249-9900 / Fax: (408) 249-9909 / Email: wordencpa@aol.com
CPA

Nathan Wright, CPA
Price Waterhouse Coopers, LLP
488 Almaden Blvd., Suite 1800, San Jose, CA 95110
Tel: (408) 817-5114 / Fax: (813) 990-5667 Email: nathan.a.wright@us.pwc.com
CPA

Kristin R. Wu, Esq.
Crist, Biorn, Shepherd & Roskoph
550 Hamilton Avenue, Suite 100, Palo Alto, CA 94301
Tel: (650) 321-5005 / Fax: (650) 326-2404 / Email: kristin@attorneyshep.com
Attorney

John M. Wunderling, Esq.
Ferrari Ottoboni Caputo & Wunderling LLP
333 West Santa Clara Street, Suite 700, San Jose, CA 95113
Tel: (408) 280-0535 / Fax: (408) 280-0151 / Email: jwunderling@ferrarilawpartners.com
Attorney

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Steven L. Yarbrough, Esq.
Law Office of Besson & Yarbrough
4984 El Camino Real, Suite 110, Los Altos, CA 94022
Tel: (650) 864-9330 / Fax: (650) 864-9320 / Email: lawoffice@besson-yarbrough.com
Attorney

Michael J. Yates, CPA, CFP®
Frank Rimerman & Co., LLP
60 South Market St., Suite 500, San Jose, CA 95113
Tel: (408) 535-8014 / Fax: (408) 279-8284 / Email: myates@frankrimerman.com
CPA
Past President, 1998-99

David Yuan, CPA
Seiler LLP
3 Lagoon Drive, Suite 400, Redwood City, CA 94065
Tel: (650) 701-2231 / Fax: (650) 368-4055 / Email: dyuan@seiler.com
CPA

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Z

Joyce Zagrzebski, CPA, MS-TAX
Marcum, LLP
111 West Saint John Street, Suite 1010, San Jose, CA 95113
Tel: (669) 232-9585 / Fax: (669) 232-9501 / Email: Joyce.Zagrzebski@marcumllp.com
CPA

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