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President
Four Seasons Estate Planning 4083340004
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Vice President
Richard H. Lambie - Fiduciary 4085512122
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Treasurer
Corinthian Wealth Management 408-995-0931
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Secretary
Law Offices of Kristi Gerrior 6506251477
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Immediate Past President
Bay Area Financial Advisers 408-528-7060
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Director
Bank of the West 4086453234
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Director
Morgan Stanley 650-316-6789
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Director
Trust and Estate Management 4084587772
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Director
Law Office of Steven L. Walker 4088289989
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Director
Seiler LLP 6507012231
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Executive Director
Santa Clara County Estate Planning Council 402-210-9446
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