Leadership

President

Crowe LLP
916-441-1000

Immediate Past President

U.S. Bank
916.498.3420

Vice President

Lucas Group Financial Planners
916-921-9220

Secretary

Hanson Bridgett LLP
415-995-5151

Treasurer

Wallace Valuation Advisors, Inc.
916-648-9838

Community Service Chair

U.S. Bank Private Wealth Management
916.498.3917

Education Chair

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

Membership Chair

Downey Brand
916-520-5472

Programs Committee

Weintraub Tobin Chediak Coleman Grodin Law Corporation
(916) 558-6077

Programs Committee

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

Social Committee

Nix Wealth Management
(916) 922-0629 ext 3

Social Committee

Sutter Health

Social Committee

Sacramento Region Community Foundation
9165494136

Taxation & Legislation Chair

The Burton Law Firm
916-822-8700

Estate Planning Forum Committee

UC Davis
530-752-3362

Estate Planning Forum Committee

Nelson Estate Law, PC

Estate Planning Forum Committee

Wells Fargo Private Bank
916-440-4242

Estate Planning Forum Committee

Boutin Jones, Inc.
916-231-4091

Technology Chair

Bohamera, Walcott & Hartin
916-235-3777

Chapter Executive

Sacramento Estate Planning Council

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