Tanya Lieber
Vice President
455 South Main Street
Orange, CA 92868
(714) 532-8690 |
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Clara Huh
Planned Giving Coordinator
455 South Main Street
Orange, CA 92868
(714) 204-3029
chuh@choc.org |
Ralph Adamo
CEO, Integrity Wealth Management
3991 MacArthur Blvd., Suite 215
Newport Beach, CA 92660
(949)955-1188
radamo@integrityiwm.com |
| Ralph Adamo began his career in the financial services industry in 1985. He has earned various wealth management credentials, including CFP, ChFC and CLU. Ralph is a graduate of St. Joseph's University and an enthusiastic supporter of local educational and charitable programs, such as CHOC Children's Foundation. |
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Colleen Barney
Partner, Albrecht & Barney
1 Park Plaza, Suite 300
Irvine, CA 92614
(949) 263-1040
cb@albrechtbarney.com |
| Colleen is a managing partner at Albrecht Barney, specializing in estate planning. She graduated magna cum laude from Central Michigan University with her bachelor's degree, and received her juris doctor from University of Michigan Law School. Colleen has been the largest business originator for Albrecht Barney for the past 4 years and was the youngest certified specialist in California in Estate Planning, Trust and Probate law at the time she received the designation. |
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Robin Bentler, Esq.
Attorney, Bentler Mulder, LLP
2030 Main St., Floor 13
Irvine, CA 92614
(949) 260-9005
bentler@bentlermulder.com |
| Robin has 18 years of experience in estate planning, corporate transactional law, and probate/probate and litigation law. He graduated with a Bachelor's degree from UC Irvine, Master's degree from University of Florida, and Juris Doctor from Southwestern University. He is a member of the State Bar of California. |
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Mark Chandik, CLU, ChFC
Financial Diligence Partners
6 Hughes, Suite 200
Irvine, CA 92618
(949) 855-4337
mc@4fdp.com |
| Mark graduated from National University in San Diego in 1983 with a Bachelor's Degree in Accounting, Cum Laude. He became an associate partner of the Tax & Financial Group in 1995 and eventually formed his own firm, Financial Diligence Partners, in 1999. Mark is a Registered Representative offering investments through Lincoln Financial Securities, Member SIPC. His specialty includes financial, estate and investment planning. |
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Douglas Corbin, CSPG
President, Paragon Charitable Services Group, Inc.
1500 State Street, Suite 220
San Diego, CA 92101
(949) 412-1084
Dcorbin3@cox.net |
| Doug has over 18 years of experience in the field of philanthropy, most notably serving as the Assistant Vice Chancellor for Estate and Gift Planning at Pepperdine University from 1996-2002. He currently serves on the Mission Hospital Foundation Board of Directors and is Founder and President of Ryan's Reach-The Ryan Corbin Foundation for Brain Injury. Doug is a graduate of Pepperdine University and holds a Certified Specialist in Planned Giving designation from the American Institute of Philanthropic Studies. |
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Renee Gabbard, Esq.
Partner, Paul Hastings
695 Town Center Drive, 17th Floor
Costa Mesa, CA 92626
(714) 668-6214
reneegabbard@paulhastings.com |
| Renee is a partner in the tax department at Paul Hastings and leads the West Coast Private Client Practice Group from the Orange County office. She has experience in business succession and wealth planning for high net worth families and families with concentrated stock and/or real estate positions. She received her B.A. degree in economics from the University of Southern California, and received her J.D. from New York University School of Law. |
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Paul Glowienke, MBA
Financial Advisor, Northwestern Mutual
1500 Quail Street, Suite 600
Newport Beach, CA 92660
(949) 466-5800
paul.glowienke@nmfn.com
www.paulglowienke.com |
| With over 25 years of experience in business and wealth management, Paul specializes in charitable giving and estate analysis. He holds a Bachelor of Arts degree from UCLA and MBA from University of Phoenix. |
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James K. Leese, Esq.
Partner, Ferruzzo & Ferruzzo, LLP
3737 Birch Street, Suite 400
Newport Beach, CA 92660
(949) 608-6900
jleese@ferruzzo.com |
| The State Bar of California recognizes Jim as a Certified Specialist in Estate Planning, Trust and Probate Law. He received his bachelor's degree from The Defiance College in 1975, his juris doctor degree from Pepperdine University School of Law in 1978, and a master's degree in taxation from Golden Gate University in 1992. Jim is primarily responsible for the firm's estate and business succession planning departments. |
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Chuck McLucas, CPA/PFS
President, Charitable Trust Administrators
17501 East 17th St., Suite 100
Tustin, CA 92780
(714) 508-9100
cmclucas@ctai-ca.com |
| Chuck McLucas, CPA/PFS is the founder and President of Charitable Trust Administrators, Inc., (CTAI). Chuck graduated from California State University, Fullerton in 1967. After employment with the Internal Revenue Service as a Revenue Agent, he entered the Public Accounting field with offices in Orange County, California and specializes in financial planning. |
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Cheryl J. Schaffer, CPA/MST
Director of Estates & Trusts, Wright Ford Young & Co., CPAs
16140 Sand Canyon Ave.
Irvine, CA 92618
(949) 910-2727
cheryl@cpa-wfy.com |
| Cheryl is well recognized for her work in tax planning and preparation for individuals, estates, trusts, and private foundations. She obtained her B.S. from California State Long Beach and her Master's in Taxation from Golden Gate University. She is currently Vice President of the Orange Coast Estate Planning Council and a Board Member of Someone Cares Soup Kitchen. |
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Gary L. Van Arnam
Northern Trust
16 Corporate Plaza
Newport Beach, CA 92660
(949) 717-5500
Glv1@ntrs.com |
| Gary has over 20 years of trust, estate planning and financial planning experience. He is a graduate of CSULB with a BS in Business Administration/Financial Management. He completed the Financial Planning Program at USC, and the National Graduate Trust School of the American Bankers Association with Honors. He is actively involved with Healthy Smiles for Kids of Orange County and the Human Options Men's Task Force. |
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Sandra von Paul, CTFA
Vice President, Wells Fargo Private Bank
5000 Birch St., 10th Floor
Newport Beach, CA 92660
(949) 253-4245
vonpausk@wellsfargo.com |
| A member of the Orange County Bar Association, Sandra specializes in estate planning and financial planning services. She has been in practice for 30 years, and is designated as a Certified Trust and Financial Advisor. |
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My Child Has: 
Children's Hospital of Orange County | 
University of California, Irvine