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Table of Contents
Information
Statement of Purpose .………….…. 2
History .……………………………… 2
Membership .……………….………. 2
Meeting Information ….……………. 2
Officers ………………………………. 3
Membership List …..………….…….…. 4
Cross Reference Index ….………….… 14
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Statement of Purpose
The purpose of the Fiduciary Round Table of the San Gabriel Valley is to bring together a dynamic network of professionals qualified to provide a full range of fiduciary services and to enhance the profession by providing a forum for the exchange of information and ideas.
History
The FRT/SGV was founded in 1986 by Honorary Harcourt Hervey III to meet a need for a networking system and ongoing dialogue between fiduciaries and attorneys. Originally, informal meetings were held in Mr. Hervey’s offices. After two years, Sanwa Bank offered its boardroom, where meetings were held until February 1994. Increased membership and the natural evolution toward a more structured organization prompted the membership to move the monthly meetings to the Pasadena University Club.
Membership
Membership is open to anyone serving in a fiduciary capacity or providing a fiduciary-related service. Members include the following disciplines: accountant, attorney specializing in estate planning and probate matters, care manager, corporate and non-corporate trustee, estate liquidator, financial planner, home care agencies, home health agencies, investment advisors, probate conservators, personal property appraiser, real estate appraiser, and real estate services.
Meetings
Breakfast meetings are held on the second Wednesday of each month from September through June. The location is the Pasadena University Club. The meetings are from 7:00 am to 9:00 am and include a buffet breakfast, time for networking, a brief period for business and announcements, craft talks by members, and presentations on subjects of interest to fiduciaries. Visitors are welcome and pay a guest fee for breakfast.
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Fiduciary Round Table of the San Gabriel Valley
Board of Directors 2014 – 2015
Dorothy Dougherty – President
David Burns – Vice President
Mary Bowser – Secretary
Dennis Barrocas – Treasurer
Lorine Stoikowitz – Membership Chair
Carol Peters & Mary Winners – Program Co-Chairs
Jane Harris – Craft Talk Chair
Stephanie Moss – Contact Coordinator
Christine Hover – Greeter
Paul Hargraves – Greeter
Don McCue– Greeter
Jeffrey Palmer – Past President
Past Presidents
Harcourt Hervey III 1986 –1988 John A Dundas & John D Peck 1988 – 1992
John R Gurley 1992 - 1993 JoAnn J. Kalama 1993 - 1994 Annabelle Wilson 1994 – 1995
Ann V Marsh 1995 -1996 Robert P Miller 1996 – 1997
Cindy Dixon 1997 – 1998 Susan Jackson 1998 – 1999 Greg Custer 1999 – 2000
Thomas B Hubbard 2000 – 2001 Andriana Armstrong 2001 – 2002 Michele Abernathy 2002 – 2003 Daniel G Stubbs 2003 – 2004 Robert Curtiss 2004 – 2005
Marilyn Ziemann 2005 – 2006
Jim Konoske 2006 – 2008
Cory Brendel 2008 – 2010
Daniel G. Stubbs 2010 – 2011
Jeffrey Palmer 2011 -- 2013
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Michele Abernathy Gifford, Dearing & Abernathy, LLP 515 S. Figueroa Street, Suite 2060 Los Angeles CA 90071 Ph: 213-626-4481 F: 213-627-3719 Cell: 626-695-5300 [email protected] www.gdalaw.com Attorney, Probate & Litigation Attorney, Probate & Estate Conservator
Sheri Alford Smooth Transitions of Southern CA, LLC 2275 Huntington Drive, Suite 859 San Marino CA 91108 Ph: 626-429-4408 [email protected] www.stscmoves.com Relocation Services Estate Liquidation
Matthew Ames Gifford, Dearing & Abernathy, LLP 515 S. Figueroa Street, Suite 2060 Los Angeles CA 90071 Ph: 213-626-4481 Cell: 805-405-6852 [email protected] www.gdalaw.com Attorney, Probate & Estate Attorney, Probate & Litigation Conservator
Dennis Barrocas Cornerstone R/E Management, Inc. 540 El Dorado Street, Suite 101 Pasadena CA 91101 Ph: 626-577-3060 F: 626-577-2062 Cell: 626-664-1760 [email protected] www.managedbycornerstone.com Real Estate Services
Norman A. Blieden Norman A. Blieden CPA 1201 W. Huntington Drive, Suite 108 Arcadia CA 91007 Ph: 626-440-9511 F: 626-793-0876 Cell: 818-383-7143 [email protected] www.bliedencpa.com Accounting Tax Services Payroll Services
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Mary Bowser Wells Fargo Private Mortgage Banker 350 W. Colorado Blvd, Suite 390 Pasadena CA 91105 Ph: 626-585-4370 F: 866-683-6795 Cell: 626-616-2537 [email protected] www.wfhm.com/mary-bowser Mortgage Loans
Adam Braun North Lake Villas Assisted Living Memory Care Community 2851 N. Lake Avenue Altadena CA 91001 Ph: 626-398-8668 F: 626-398-7140 Cell: 917-656-6450 [email protected] www.northlakevillas.com Residential Care Home Health & Skilled Care
David Burns TIAA-CREF Trust Company, FSB 35 N. Lake Avenue, Suite 800 Pasadena CA 91101 Ph: 626-432-6379 [email protected] www.tiaa-cref.org Trust Services, Corporate
Christopher A. Bury Law Offices of Christopher A. Bury 500 E. Cordova Street Pasadena CA 91101 Ph: 626-796-3733 F: 626-796-9535 [email protected] Attorney, Mediation Attorney, Probate & Estate
Tony Buschauer Gregory, Fillas & Buschauer, LLP 150 S. Los Robles Avenue, Suite 860 Pasadena CA 91101 Ph: 626-568-0915 F: 626-568-0931 Cell: 949-836-6929 [email protected] www.gfbcpa.com Accounting Tax Services
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Jim Cashion Cashion Consulting, Inc. 100 E. Corson Street, Suite 200 Pasadena CA 91103 Ph: 818-507-6926 F: 818-500-4042 Cell: 818-726-3333 [email protected] www.cashionconsulting.com Accounting Business Valuation Accounting-Forensic
Donna Chaney Chaney Financial Services, Inc. 655 N. Central Avenue, 17th Floor Glendale CA 91203 Ph: 626-768-0080 F: 626-376-9240 Cell: 626-768-0080 [email protected] www.chaneyfinancialservicesinc.com Financial Planning Investment Advisor
Pei Chang Berkshire Hathaway Homeservices 540 South Lake Avenue Pasadena CA 91101 Ph: 626-922-4268 F: 626-568-8120 Cell: 626-922-4268 [email protected] www.davidandpei.com Real Estate Services
Lindsey Cisneros Whittier Trust Company 1600 Huntington Drive South Pasadena CA 91030 Ph: 626-463-2521 F: 626-441-0420 [email protected] www.whittiertrust.com Estate Administrator Investment Advisor Trust Services, Corporate
Gary Clark Clark Asset Management & Associates, Inc. P.O. Box 8278 La Crescenta CA 91224 Ph: 818-236-3794 [email protected] www.clarkassestmgmt.com Investment Advisor Investment Management
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John L. Cooper, Jr.
Private Trustee Fiduciary Services P.O. Box 50101 Pasadena CA 91115 Ph: 626-888-2255 F: 866-395-1402 Cell: 323-240-3993 [email protected] Trust Services, Private
Jan Copley Pasadena Law Group 70 S. Lake Avenue, Suite 1000 Pasadena CA 91101 Ph: 626-696-3145 [email protected] www.pasadenalawgroup.com Attorney, Probate & Estate
Phyllis Crandon Wells Fargo Private Bank 350 W. Colorado Blvd, Suite 390 Pasadena CA 91105 Ph: 626-432-9971 F: 626-440-7394 Cell: 626-429-3477 [email protected] Estate Administrator Financial Planning Investment Advisor Trust Services, Corporate
Calvin Cummings Valbridge Property Advisors / Cummings Appraisal Group, Inc 99 S. Lake Avenue, Suite 21 Pasadena CA 91101 Ph: 626-498-2990 F: 626-744-0922 Cell: 626-826-1452 [email protected] www.valbridge.com Appraiser, Real Property
Lorraine E. Cummings, LCSW, C-ASWCM Cummings Care Management, Inc. P.O. Box 476 Sierra Madre CA 91025 Ph: 626-201-1717 F: 626-798-2792 Cell: 626-201-1717 [email protected] www.caringwithpassion.com Care Management Psychotherapy
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JuliAnne DeChaine Eddy & Schein In-Home Administrators for Seniors 711 East Walnut Street, Suite 309 Pasadena, CA 91101 Ph: 626-372-0090 Fax: 818-957-5701 [email protected] www.eddyandschein.com Bookkeeping & Fiduciary Accounting Organizing / Form Management Miscellaneous Services
David A. Delgado Law Office Of David A. Delgado 225 S. Lake Avenue, Suite 300 Pasadena CA 91101 Ph: 626-657-0022 Cell: 626-376-3409 [email protected] www.daviddelgadolaw.com Attorney, Probate & Estate
Dorothy Dougherty Comfort Keepers In-Home Care 220 N. Glenoaks Blvd, Suite A Burbank CA 91502 Ph: 818-841-4040 F: 818-559-6428 [email protected] www.comfortkeepers.com Home Care Care Management
Ann Gifford Ewing Gifford, Dearing & Abernathy LLP 515 S. Figueroa Street, Suite 2060 Los Angeles CA 90071 Ph: 213-626-4481 F: 213-627-3719 [email protected] www.gdalaw.com Attorney, Probate & Estate Attorney, Probate & Litigation
Douglas M. Farr Douglas M. Farr & Company, Inc. 2236 Maurice Avenue La Crescenta CA 91214 Ph: 818-957-0845 F: 818-957-2607 [email protected] www.dmfarr.com Financial Planning Tax Services
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Ilene Fischer Allwest Mortgage Company 4804 Laurel Canyon Blvd. #374 Valley Village CA 91607 Ph: 818-752-0999 F: 818-752-1190 [email protected] www.allwestmortgage.com Reverse Mortgages
Carol L. Fishburn, CFP Brentwood Advisory Group, LLC 11812 San Vicente Blvd, Suite 200 Los Angeles CA 90049 Ph: 310-826-2261 F: 310-820-5354 Cell: 818-425-7105 (La Canada) [email protected] www.brentwoodadvisorygroup.com Financial Planning Investment Advisor
Paul J. Fisher Bonhams 7601 W. Sunset Boulevard Los Angeles CA 90046 Ph: 323-436-5462 F: 323-850-5843 Cell: 213-268-4424 [email protected] www.bonhams.com Appraiser, Personal Auction Brokers Estate Liquidation Fine Art Agent
Joel Forman JLF Appraisal Services 11260 Overland Avenue, Suite 9G Culver City CA 90230 Ph: 310-837-7455 F: 310-559-7678 Cell: 310-994-9373 [email protected] http://member.expertpages.com/jlfappraisals Appraiser, Personal Estate Liquidation
David Galvan G&G Estate Liquidation Services P.O. Box 2009 Burbank CA 91507 Ph: 310-350-8669 [email protected] Estate Liquidation
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Sam Gopinathan Comforcare Senior Services 1350 N. Altadena Drive, Suite B Pasadena CA 91107 Ph: 626-639-0226 F: 626-283-5733 Cell: 626-898-2913 [email protected] www.pasadenacaregiver.com Home Care Care Management
James A. Gorton Gorton, Janosik & Poxon, LLP 909 E. Green Street Pasadena CA 91106 Ph: 626-793-6215 F: 626-793-6266 [email protected] Attorney, Probate & Estate
Carrie Boreham Grochow Dilbeck Real Estate 1030 Foothill Boulevard La Canada Flintridge CA 91011 Ph: 818-949-7684 F: 818-790-8967 Cell: 818-731-4749 [email protected] www.carriegrochow.com Real Estate Services Relocation Services
Paul Hargraves TrustPropertiesUSA 1055 E. Colorado Blvd, 5th Floor Pasadena CA 91106 Ph: 800-579-4380 F: 866-820-4129 Cell: 818-648-3118 [email protected] www.trustpropertiesusa.com Real Estate Services
Jane Harris TIAA-CREF Trust Company, FSB 35 N. Lake Avenue, Suite 800 Pasadena CA 91101 Tel: 626.432.6330 Fax: 415.512.1734 [email protected] www.tiaa-cref.org Financial Planning Insurance Investment Advisor
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Pamela Hillings Coldwell Banker Residential 2065 Huntington Drive San Marino CA Ph: 626-833-3868 F: 626-568-9507 Cell: 626-833-3868 [email protected] Real Estate Services
Bob Hingston Right at Home 1250 E. Walnut Street, Suite 220 Pasadena CA 91106 Ph: 626-584-8130 F: 626-584-8132 Cell: 818-207-3699 [email protected] www.pasadena.rightathome.net Home Care Care Management
Christine L. Hover Professional Fiduciary 176 McKinley Place Monrovia CA 91016 Ph: 626-599-2136 F: 626-599-2136 Cell: 626-241-0205 [email protected] Conservator Estate Administrator Trust Services, Private
Steven Jackson Crowell, Weedon & Co. 888 E. Walnut Street, Suite 130 Pasadena CA 91101 Ph: 626-449-0330 F: 626-795-6939 Cell: 626-755-8882 [email protected] www.crowellweedon.com Financial Planning Investment Advisor
Aaron Jacobs Sentry Services 556 S. Fair Oaks Avenue, Suite 266 Pasadena CA 91105 Ph: 323-825-4653 [email protected] www.sentry-services.com Bookkeeping & Fiduciary Accounting Conservator Trust Services, Private
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Jim Konoske Jim Konoske Consulting 3506 Crooked Creek Diamond Bar CA 91765 Ph: 626-965-5789 Cell: 909-595-9899 [email protected] www.jimkonoske.com Appraiser, Personal Auction Broker Estate Liquidation
Jaya Kumar Attorney at Law 1350 N. Altadena Drive, Suite B Pasadena CA 91107 Ph: 310-318-3366 F: 310-318-6283 [email protected] www.southbaylegalfirm.com Attorney, Mediation
Jim Maceo Keller Williams Realty/The Complete Solution 317 E. Foothill Blvd, Suite 105 Pasadena CA 91006 Ph: 626-386-7888 F: 626-386-7800 Cell: 818-424-4577 [email protected] www.jimmaceorealestate.com Real Estate Services
Dan Maljanian Huntington Medical Research Institutes 734 Fairmount Avenue Pasadena CA 91105 Ph: 626-397-5804 F: 626-397-5808 Cell: 626-993-5986 [email protected] www.hmri.org Planned Giving Medical Research
Alexandra G. Matejic Stubbs & Associates 776 E. Green Street, Suite 205 Pasadena CA 91101 Ph: 626-440-1314 F: 626-796-3713 Cell: 213-364-5122 [email protected] Conservator Estate Administrator Trust Services, Private
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Don McCue Reverse Mortgages Plus 825 S. Primrose Avenue Monrovia CA 91016 Ph: 909-822-3036 Cell: 626-482-9771 [email protected] Reverse Mortgages Home Mortgage Loans
John A. Meursinge Retired 440 Foothill Avenue Sierra Madre CA 91024 Ph: 626-355-9220 [email protected]
Meg Middleman Century 21 Masters 1055 E. Colorado Blvd, Suite 500 Pasadena CA 91106 Ph: 626-441-3449 F: 626-441-3449 Cell: 626-755-5551 [email protected] www.megmiddleman.com Real Estate Services
Pamela Mims Mims Business Consulting 1015 N. Lake Avenue, Suite 112 Pasadena CA 91104 Ph: 626-398-5340 F: 626-605-5799 Cell: 626-644-1284 [email protected] www.pilesintofiles.com Estate Adminstration Organizing/Form Management
Florence Mintzlaff Mintzlaff Fiduciary Services 1930 Rinaldi Street, #143 Northridge CA 91326 Cell: 818-632-2351 [email protected] Conservator Estate Administrator Trust Services, Private
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Ben Mishico Hello! Home Care 572 E. Green Street, Suite 303 Pasadena CA 91101 Ph: 626-768-1476 [email protected] www.hellohomecare.com Home Care
Jodi Pais Montgomery Pais Montgomery Fiduciary 1443 E. Washington Blvd, Suite 644 Pasadena CA 91104 Ph: 626-398-2090 F: 775-659-3150 Cell: 626-825-1360 [email protected] www.paismontgomery.com Conservator Estate Administrator Trust Services, Private
Katherine Murray-Morse Pacific Advisors 500 N. Brand Blvd, Suite 950 Glendale CA 91203 Ph: 323-982-4108 F: 323-258-6684 Cell: 626-644-0764 [email protected] www.pacificadvisors.com/katherine_murray-morse Financial Planning Insurance Investment Advisor Planned Giving
Robert Norton Attorney at Law 444 S. Flower Street, Suite 1700 Los Angeles CA 90071 Ph: 213-895-4900 F: 213-486-2854 [email protected] www.rodipollock.com Attorney, Probate & Estate Attorney, Probate & Litigation
Stephanie Nyce Wells Fargo Advisors 225 S. Lake Avenue, Suite 700 Pasadena CA 91101 Ph: 626-583-4107 F: 626-449-9564 [email protected] Financial Planning Investment Advisor
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Jared Ong Prudent Investors Network 2598 Fortune Way, Suite G Vista CA 92081 Ph: 760-597-9255 F: 760-597-9259 Cell: 949-214-5483 [email protected] www.prudentnetwork.com Investment Advisor
Jeffrey P. Palmer Mediation Specialists, INC/ADR 1145 Wabash Street Pasadena CA 91103 Ph: 626-795-7916 F: 626-795-2383 Cell: 626-616-3363 [email protected] www.mediationspecialists.com Attorney, Mediation
Gioia Pastre Villa Esperanza Services 2060 E. Villa Street Pasadena CA 91107 Ph: 626-449-2919 X118 F: 626-449-2850 Cell: 626-390-6071 [email protected] www.villaesperanzaservices.org Planned Giving
Carol A. Peters Law Office of Carol A. Peters 1100 E. Green Street Pasadena CA 91106 Ph: 626-793-9383 F: 626-793-3552 [email protected] www.elderlegalhelp.com Attorney, Probate & Estate Attorney, Probate & Litigation Attorney, Mediation
Deborah Petito Clark & Trevithick 800 Wilshire Blvd, 12th Floor Los Angeles CA 90017 Ph: 213-629-5700 F: 213-624-9441 Cell: 818-730-5776 [email protected] www.clarktrev.com Attorney, Probate & Litigation Attorney, Other
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Swati Puri Comforcare Senior Services 1350 N. Altadena Drive, Suite B Pasadena CA 91107 Ph: 626-639-0226 F: 626-283-5733 Cell: 626-277-1239 [email protected] www.pasadenacaregiver.com Home Care
Howard Raff Diversified Securities, Inc. 511 E. Mendocino Street Altadena CA 91001 Ph: 626-712-4920 Cell: 626-712-4920 [email protected] Financial Planning Insurance Investment Advisor
Grace L. Russak BNY Mellon Wealth Management 10250 Constellation Blvd, Suite 2100 Los Angeles CA 90067 Ph: 310-551-7688 Cell: 626-354-2251 [email protected] www.bnymellon.com/wealthmanagement Financial Planning Investment Advisor Trust Services, Private
Julie E. Sagatelian Waddell & Reed 301 N. Lake Avenue, Suite 130 Pasadena CA 91101 Ph: 626-356-7556 F: 714-437-7515 Cell: 626-688-8810 [email protected] www.yourfinancialfuture.wrfa.com Financial Planning Insurance Investment Advisor
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Maryanne Sawoski, RN, BSN, CCM Continuity Care Staffing Services 12722 Riverside Drive, Suite 108 North Hollywood CA 91607 Ph: 818-761-2273 F: 818-761-2278 Cell: 818-738-8490 [email protected] www.cchomenurses.com Care Management Home Care Home Health & Skilled Care
Brenda Shorkend Shorkend Care Management P.O. Box 70354 Pasadena CA 91117 Ph: 626-437-5530 [email protected] www.shorkendcare.com Care Management
Penny Spark SoCal Home Improvement Referral Service, Inc. Ph: 626-355-3200 [email protected] www.schirs.com Real Estate Services
Charles Stanislawski, MBT, CPA, CTC Stanislawski & Company, Inc. 729 Mission Street, Suite 100 South Pasadena CA 91030 Ph: 626-441-0330 F: 626-441-3933 Cell: 626-806-8471 [email protected] www.stanislawskiandcompany.com Accounting Tax Services Estate & Trust Administration
Lorine Stoikowitz Gentle Transitions 1726 Manhattan Beach Blvd, Suite G Manhattan Beach CA 90266 Ph: 800-619-3049 F: 310-937-9483 Cell: 626-476-2461 [email protected] www.gentletransitions.com Relocation Services Estate Liquidation
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Daniel G. Stubbs Stubbs & Associates 776 East Green Street, Suite 205 Pasadena CA 91101 Ph: 626-440-1314 F: 626-796-3713 Cell: 818-419-2245 [email protected] Conservator Estate Administrator Trust Services, Private
Philip Swan Private Trustee 625 Fair Oaks Avenue, Suite 280 South Pasadena CA 91030 Ph: 626-441-8512 F: 626-441-8536 [email protected] Trust Services, Private
Katie Tolson Gurr Johns, Inc. 3950 Laurel Canyon Blvd, P.O. Box 1605 Studio City CA 91614 Ph: 323-217-7104 F: 818-301-2125 Cell: 323-217-7104 [email protected] www.gurrjohns.com Appraiser, Personal Estate Liquidation Fine Art Agent
Bill Ukropina Coldwell Banker Commercial Alliance 701 N Brand Blvd, Suite 850 Glendale CA 91203 Ph: 626-509-1000 F: 818-334-1876 Cell: 626-233-0383 [email protected] www.billukropina.com Real Estate Services
Nancy Valentine Podley Properties 846 Foothill Boulevard La Canada Flintridge CA 91011 Ph: 818-583-1121 F: 818-583-1144 Cell: 818-259-4270 [email protected] www.NVA-RealEstate.com Real Estate Services
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Judith A. Van Vleet Accredited Home Health Services 572 E. Green Street, Suite 300 Pasadena CA 91101 Ph: 626-573-1234 F: 626-584-6820 Cell: 626-241-7378 [email protected] www.accreditednursing.com Home Health & Skilled Care Home Care
Linas Venckus Anchor Pacific Company 2450 Mission Street, Suite 5 San Marino CA 91108 Ph: 626-755-6400 Cell: 626-755-6400 [email protected] www.anchor-pacific-appraisal.com Appraiser, Real Property Real Estate Services
Mary Winners About Senior Solutions 525 S. Myrtle Avenue, Suite 208 Monrovia CA 91016 Ph: 626-359-0108 F: 626-359-0111 Cell: 626-665-9992 [email protected] www.aboutseniorsolutions.com Home Care Home Health & Skilled Care Residential Care
Steve Witter Witter Associates 2500 E. Foothill Blvd, Suite 203 Pasadena CA 91107 Ph: 626-568-9861 F: 626-568-9871 Cell: 626-437-3191 [email protected] Bookkeeping & Fiduciary Accounting
Lloyd Wong Clifford Swan Investment Counsel 200 S. Los Robles Avenue, Suite 320 Pasadena CA 91101 Ph: 626-792-2228 F: 626-792-2670 [email protected] www.cliffordswan.com Investment Advisor
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Accounting Blieden, Norman Buschauer, Tony Cashion, Jim (forensic) Stanislawski, Charles
Appraiser, Personal Property Fisher, Paul Forman, Joel Konoske, Jim Tolson, Katie
Appraiser, Real Property Cummings, Calvin Venckus, Linas
Attorney, Mediation Bury, Christopher Kumar, Jaya Palmer, Jeffrey Peters, Carol
Attorney, Other Bury, Christopher Petito, Deborah
Attorney, Probate & Estate Abernathy, Michele Ames, Matthew Bury, Christopher Copley, Jan Delgado, David Ewing, Ann Gifford Gorton, James Norton, Robert Peters, Carol
Attorney, Probate & Litigation Abernathy, Michele Ames, Matthew Ewing, Ann Gifford Norton, Robert Peters, Carol Petito, Deborah
Cross Reference Index
Fiduciary Service Resources
Auction Broker Konoske, Jim Fisher, Paul
Bookkeeping & Fiduciary Accounting DeChaine, JuliAnne Jacobs, Aaron Stanislawski, Charles Witter, Steve
Care Management Cummings, Lorraine Dougherty, Dorothy Hingston, Bob Sawoski, Maryanne Shorkend, Brenda
Conservator Abernathy, Michele Ames, Matthew Hover, Christine Jacobs, Aaron Matejic, Alexandra Mintzlaff, Florence Montgomery, Jodi Pais
Estate Administrator Cisneros, Lindsey Crandon, Phyllis Hover, Christine Matejic, Alexandra Mims, Pamela Mintzlaff, Florence Montgomery, Jodi Pais Stanislawski, Charles Stubbs, Daniel
Estate Liquidation Alford, Sheri Fisher, Paul Forman, Joel Galvan, David Konoske, Jim Stoikowitz, Lorine Tolson, Katie
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Financial Planning Chaney, Donna Crandon, Phyllis Farr, Doug Fishburn, Carol Harris, Jane Jackson, Steven Murray-Morse, Katherine Nyce, Stephanie Raff, Howard Russak, Grace Sagatelian, Julie Stanislawski, Charles
Fine Art Fisher, Paul (auction) Tolson, Katie
Home Care Dougherty, Dorothy Gopinathan, Sam Hingston, Bob Mishico, Ben Puri, Swati Sawoski, Maryanne Van Vleet, Judith Winners, Mary
Home Health & Skilled Care Braun, Adam Sawoski, Maryanne Van Vleet, Judith Winners, Mary
Insurance Harris, Jane Murray-Morse, Katherine Raff, Howard Sagatelian, Julie
Investment Advisor
Chaney, Donna Cisneros, Lindsey Clark, Gary Crandon, Phyllis Fishburn, Carol Harris, Jane Jackson, Steven Moss, Stephanie Murray-Morse, Katherine Ong, Jared Raff, Howard Russak, Grace Sagatelian, Julie Wong, Lloyd
Miscellaneous Services Blieden, Norman (Payroll Services) Cashion, Jim (Business Valuation) Clark, Gary (Investment Management) Maljanian, Dan (Medical Research)
Mortgage Loans Bowser, Mary McCue, Don
Organizing & Form Management Alford, Sheri Mims, Pamela
Planned Giving Maljanian, Dan Murray-Morse, Katherine Pastre, Gioia Stanislawski, Charles
Psychotherapy Cummings, Lorraine
Real Estate Services Barrocas, Dennis Bowser, Mary (Home Mortgages) Chang, Pei Grochow, Carrie Boreham Hargraves, Paul Hillings, Pam Maceo, Jim Middleman, Meg Spark, Penny Ukropina, Bill Valentine, Nancy Venckus, Linas
Relocation Services Alford, Sheri Grochow, Carrie Boreham Stoikowitz, Lorine
Residential Care Braun, Adam Winners, Mary
Reverse Mortgages Fischer, Ilene McCue, Don
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Tax Services Blieden, Norman Buschauer, Tony Farr, Doug Stanislawski, Charles
Trust Services, Corporate Burns, David Cisneros, Lindsey Crandon, Phyllis
Trust Services, Private Cooper, John Hover, Christine Jacobs, Aaron Matejic, Alexandra Mintzlaff, Florence Montgomery, Jodi Pais Russak, Grace Stanislawski, Charles Stubbs, Daniel Swan, Philip
