Professional Advisory Council
The Professional Advisory Council (PAC) is a volunteer group of estate planning attorneys, accountants, financial planners, fiduciaries and life care managers dedicated to supporting Torrance Memorial and educating the community on the benefits of charitable tax and estate planning. As part of PAC's community outreach, this group of professionals volunteers their time to conduct informative and educational seminars.
For additional information and/or to join the group call Sandy VandenBerge at 310-784-4843 or Sandy.VandenBerge@tmmc.com.
COUNCIL MEMBERS
- Maureen Dearden | Co-Chair
Business Valuation, Hollingshead Dearden & Associates - Gregory Schill | Co-Chair
Certified Financial Planner, The Advisory Group - Gregory I. Becker
Attorney/Real Estate Broker, Law Offices of Gregory I. Becker - Beti Tsai Bergman
Attorney at Law, Peninsula Law - Stephanie F. Bezner
Attorney at Law, Doan-Bezner - Yvonne Chavez
Licensed Professional Fiduciary, Chavez-Meinzer Fiduciary Services - Stephen Conners
Certified Financial Planner, Connors Group - Phillip Cook
Certified Financial Planner, Mogul Wealth Management, Inc. - Christian Cordoba
President/Financial Advisor, California Retirement Advisors - Scott J. Donnelly
CPA, Partner, PDM CPAs - Vince Fierro
Financial Advisor, Edward Jones - Nancy Gragg
Wealth Management Advisor, Advanced Planning Solutions - Suzanne Grudnitski
Licensed Professional Fiduciary, ConservaTrust Fiduciary Services, Inc. - Theodore Y. Hanasano
Attorney at Law, CPA - Eric Harris
Attorney at Law, Hofer & Harris, APC - Bryan Hori
Financial Advisor, Edward Jones Investments - Alexis M. Jensen
CPA, Personal Financial Specialist, Jensen & Company
- Derrick T. Kawamoto
Financial Consultant, Cetera Advisor Networks - Deborah Keesey
Attorney at Law, Burkley Brandlin Swatik & Keesey - Troy Martin
Attorney at Law, Lurie, Zepeda, Schmalz, Hogan, and Martin - Ron Miller
Licensed Professional Fiduciary, Select Fiduciary Group LLC - Mathew Moore
Real Estate Broker/ Probate Expertise, WIN Real Estate Services, Inc. - Karen Pryor
Reverse Mortgage Broker, Pryority Lending Group - Cristin Harris Rigg
Certified Financial Planner, Harris Financial Advisors, Inc. - F. Thomas Schlappatha
Certified Financial Planner, Morgan Stanley - Marianne C. Sfreddo
CPA - Grace Greer St. Clair
Attorney at Law, Law Offices of Grace St. Clair - Larry Takahashi
Certified Financial Planner, Larry Takahashi Financial Services - Sylvia Thompson
BA, CMC Certified Life Care Manager, LivHOME - Mark Tsujimoto
Financial Planner, Cetera Advisor Networks - Stuart Tsujimoto
Certified Financial Planner Regional Director, Cetera Advisor Networks - Kazuaki Uemura
Attorney at Law, Law Office of Kazuaki Uemura
Maureen Dearden
Co-Chair
Business Valuation
Hollingshead Dearden & Associates
Gregory Schill
Co-Chair
Certified Financial Planner
The Advisory Group
Gregory I. Becker
Attorney/Real Estate Broker
Law Offices of Gregory I. Becker
Beti Tsai Bergman
Attorney at Law
Peninsula Law
Stephanie F. Bezner
Attorney at Law
Doan-Bezner
Yvonne Chavez
Licensed Professional Fiduciary
Chavez-Meinzer Fiduciary Services
Stephen Connors
Certified Financial Planner®
Connors Group
Phillip Cook
Certified Financial Planner®
Mogul Wealth Management, Inc.
Christian Cordoba
President/Financial Advisor
California Retirement Advisors
Scott J. Donnelly
CPA, Partner
PDM CPAs
Vince Fierro
Financial Advisor
Edward Jones
Nancy Gragg
Wealth Management Advisor
Advanced Planning Solutions
Suzanne Grudnitski
Licensed Professional Fiduciary
ConservaTrust Fiduciary Services, Inc.
Theodore Y. Hanasano
Attorney at Law, CPA
Eric Harris
Attorney at Law
Hofer & Harris, APC
Bryan Hori
Financial Advisor
Edward Jones Investments
Alexis M. Jensen
CPA, Personal Financial Specialist
Jensen & Company
Derrick T. Kawamoto
Financial Consultant
Cetera Advisor Networks
Deborah Keesey
Attorney at Law
Burkley Brandlin Swatik & Keesy
Troy Martin
Attorney at Law
Lurie, Zepeda, Schmalz, Hogan and Martin
Ron Miller
Licensed Professional Fiduciary
Select Fiduciary Group LLC
Mathew Moore
Real Estate Broker/Probate Expertise
WIN Real Estate Services, Inc.
Karen Pryor
Reverse Mortgage Broker
Pryority Lending Group
Cristin Harris Rigg
Certified Financial Planner®
Harris Financial Advisors, Inc.
F. Thomas Schlappatha
Certified Financial Planner®
Morgan Stanley
Marianne C. Sfreddo
CPA
Grace Greer St. Clair
Attorney at Law
Law Offices of Grace St. Clair
Larry Takahashi
Certified Financial Planner®
Larry Takahashi Financial Services
Sylvia Thompson
BA, CMC Certified Life Care Manager
LivHOME
Mark Tsujimoto
Financial Planner
Cetera Advisor Networks
Stuart Tsujimoto
Certified Financial Planner®
Cetera Advisor Networks
Kazuaki Uemura
Attorney at Law
Law Office of Kazuaki Uemura
