Leadership

President

Corinthian Wealth Management
408-995-0931

Vice President

Trust and Estate Management
4084587772

Treasurer

Morgan Stanley
650-316-6789

Secretary

Bank of the West
4086453234

Immediate Past President

Richard H. Lambie - Fiduciary
4085512122

Director

Valbridge Property Advisors
408-279-1520 x 7142

Director

Johanson & Yau Accountancy Corporation
408-288-5111

Director

Seiler LLP
6507012231

Executive Director

Santa Clara County Estate Planning Council
402-210-9446