Leadership

President

Trust and Estate Management
4084587772

Vice President

The Mountain View Group @ Morgan Stanley Wealth Management
650-316-6789

Treasurer

Bank of the West
4086453234

Secretary

Seiler LLP
6507012231

Immediate Past President

Corinthian Wealth Management
408-995-0931

Director

Bryant Elder Law
4082862122

Director

Hales & George
4082556292

Director

Valbridge Property Advisors
408-279-1520 x 7142

Director

Bayshore Tax & Consulting
650-326-9100

Executive Director

Santa Clara County Estate Planning Council
402-210-9446