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.