Leadership

President

Boutin Jones, Inc.
916-231-4091

Immediate Past President

Wells Fargo Private Bank
916-440-4242

Vice President

Meissner Ruggles Thompson, Inc.
916-920-5983

Secretary

Buchalter, A Professional Corporation
(916) 945-5171

Treasurer

Walcott & Hartin LLC
916-235-3777

Annual Meeting / Social / Holiday Party Committee

Buchalter, A Professional Corporation
916-558-9728

Annual Meeting / Social / Holiday Party Committee

Attorneys Real Estate Group

Education Chair

UC Berkeley
9169349227

Membership Chair

Wells Fargo
916-788-4571

Programs Committee

Crowe LLP

Programs Committee

Bank of Marin - Wealth Management
9162316745

Taxation & Legislation Chair

Conrad Davis CPA

Estate Planning Forum Committee

U.S. Bank Private Wealth Management
916.498.3917

Estate Planning Forum Committee

Nix Wealth Management
(916) 922-0629 ext 3

Estate Planning Forum Committee

Downey Brand
916-520-5472

Estate Planning Forum Committee

Morgan Stanley
916-797-7794

Chapter Executive

Sacramento Estate Planning Council

The unauthorized use of member contact information obtained from this website and related material is expressly prohibited, as is the use of the “send a message” contact form for solicitation purposes.