Professional References
We strive to provide a level of professional service that will earn the endorsement
and enthusiastic referral of our team to other successful business leaders and families.
Rick Albrecht, JD, LLM
ALBRECHT & BARNEY
(949) 263-1040
E-mail: RJA@AlbrechtBarney.com
Donald Allen, CPA
WINDES
(949) 852-9433
E-mail: dallen@windes.com
Matt Brown, JD
BROWN & STREZA, LLP
(949) 453-2900
E-mail: Matt.Brown@BrownandStreza.com
Gregory Brunette, CPA, MBT
BRUNETTE ACCOUNTANCY CORPORATION
(714) 628-0050
E-mail: Greg@GSBAcorp.com
Sarah Cullen, CPA
STANISLAWSKI & HARRISON, CPA’s
(626) 844-2027
E-mail: Sarah@SNH-cpa.com
Frank D. DiFerdinando, CPA, PFS
NORTHERN TRUST
(949) 717-5518
E-mail: FDD1@NTRS.com
Brian Dolasinski, JD
DOLASINSKI MILLER MARTIN P.C.
(480) 290-7595
E-mail: BDolasinski@DMMLawpc.net
Steven Driscoll, CPA, Esq.
Jon Feder, JD, LLM
DRISCOLL & FEDER, LLC
(714) 540-2800
E-mail: SteveD@EstatePlanners.law.pro
Bradley N. Etter, JD
LAW OFFICE OF BRADLEY N. ETTER, APC
(714) 544-5557
E-mail: Brad@EtterLaw.com
Geoffery Ewertz, CPA
SOUTH COAST PENSION SERVICES
(714) 263-3100
E-mail: GEwertz@SouthCoastPension.com
James P. Fletcher, CFA
FIRST REPUBLIC
(949) 255-2708
E-mail: JFletcher@FirstRepublic.com
Stephen Harrison, CIMA
EXETER FINANCIAL
(480) 588-0825
E-mail: SHarrison@ExeterFinancial.com
Bill Holdren
WOOD, GUTTMANN & BOGART INSURANCE BROKERS
(714) 505-7000
email: Bill@WGBib.com
Victor Kawana, CPA
KRUSE MENNILLO & COMPANY
(562) 403-2560
E-mail: VKawana@KruseMennillo.com
William D. Lipkind, Esq.
WILSON ELSER
(973) 735-5749
E-mail: William.Lipkind@WilsonElser.com
Steven J. Oshins, Esq., AEP (Distinguished)
OSHINS & ASSOCIATES, LLC
(702) 341-6000
E-mail: SOshins@Oshins.com
John W. Schwartz, Esq.
Attorney and Counselor At Law
(714) 306-4411
E-mail: JSchwartz@JSchwartzLaw.com
Michael Silane, CFA
BNY MELLON
(949) 253-5052
E-mail: Mike_Silane@BNYMellon.com
Tim Voorhees, JD, MBA, AEP
MATSEN, VOORHEES, MINTZ LAW
(714) 384-6580
E-mail: Tim@Vfos.com