Leadership

President

Lucas Group Financial Planners
916-921-9220

Immediate Past President

916-217-5160

Vice President

Hanson Bridgett LLP
415-995-5151

Secretary

Wells Fargo Private Bank
916-440-4242

Treasurer

Boutin Jones, Inc.
916-231-4091

Community Service Chair

Downey Brand
916-520-5472

Education Chair

Sutter Health

Membership Chair

Bank of Montreal, NA

Programs Committee

The Burton Law Firm
916-822-8700

Programs Committee

Walcott & Hartin LLC
916-235-3777

Social Committee

U.S. Bank
916.498.3420

Social Committee

Wagner Kirkman Blaine Klomparens & Youmans LLP
(916) 920-5286

Taxation & Legislation Chair

Morgan Stanley
916-797-7794

Estate Planning Forum Committee

Buchalter, A Professional Corporation
(916) 945-5171

Estate Planning Forum Committee

UC Davis
530-752-3362

Estate Planning Forum Committee

Meissner Joseph Palley & Ruggles, Inc.
916-920-5983

Estate Planning Forum Committee

Nelson Estate Law, PC

Technology Chair

Nix Wealth Management
(916) 922-0629 ext 3

Chapter Executive

Sacramento Estate Planning Council

Membership Committee

U.S. Bank Private Wealth Management
916.498.3917

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