Leadership

President

Boutin Jones Inc.
916-321-4444

Immediate Past President

Wallace Valuation Advisors, Inc.
916-648-9838

Vice President

Genovese Burford & Brothers

Secretary

Wells Fargo - The Private Bank
916-517-2212

Treasurer

Crowe LLP
916-441-1000

Annual Meeting Chair

Sanli Pastore & Hill, Inc.
916-614-0530

Annual Meeting Chair

Westlake, Grahl, and Glover
916-677-1640

Community Service Chair

Downey Brand LLP
916-520-5242

Education Chair

Wells Fargo Private Bank
916-788-4671

Holiday Party Committee

UC Davis
530-752-3362

Holiday Party Committee

Richardson & Company, LLP
916-564-8727

Membership Chair

Ameriprise Financial Services, Inc.
916-641-7400

Programs Committee

Hanson Bridgett LLP
415-995-5151

Programs Committee

Strategic Wealth Legal Advisors, PC
(916) 325-0130

Programs Committee

Trainor Fairbrook
916-929-7000

Programs Committee

Boutin Jones, Inc.
916-231-4091

Taxation & Legislation Chair

Wells Fargo Private Bank
916-440-4242

Estate Planning Forum Committee

Weintraub Tobin Chediak Coleman Grodin
916-558-6061

Estate Planning Forum Committee

Lucas Group Financial Planners
916-212-6236

Estate Planning Forum Committee

UC Davis

Technology Chair

Moss Adams LLP
916-503-8168