CPA/LAW SOCIETY
Subtitle
HOSTING FIRMS
Lockton Companies
Lars Rathje
lrathje@lockton.com
Ferguson Case Orr Paterson LLP
Lauren Rad
lrad@fcoplaw.com
CPA & LAW FIRM MEMBERS
Bratton, McMorrow & Associates LLP
Steven A. Huber
huber@mba-llp.com
CBIZ MHM
Andrew Kiefer
akiefer@cbiz.com
Hoefflin Law
Richard Hoefflin
rmhoefflin@hoefflinlaw.com
HCVT
Sam Bachstein
sam.bachstein@hcvt.com
Musick Peeler & Garrett
Laura McAvoy
l.mcavoy@mpglaw.com
Myers, Widders, Gibson, Jones & Feingold LLP
Kelton Lee Gibson
lkgibson@mwgjlaw.com
Nevers Palazzo Packard Wildermuth & Mynner
Christi Baker
cbaker@npwlaw.com
Schneiders & Associates LLP
Angela Mumme
amumme@rstlegal.com
Singer Lewak
Todd Larson
tlarson@singerlewak.com
Vance Thrift and Biller
Andrew Gardner
agardner@vtb-cpas.com
INDIVIDUAL CPA & ATTORNEY MEMBERS
Bernzott Capital Advisors
Thomas Derse
tom@bernzott.com
Casa Pacifica
Michael Redard
mredard@sbcglobal.net
Law Office of Kathryn McMenamin-Torres
Kathryn McMenamin-Torres
mcmenamintorresesq@yahoo.com
Law Office of Marc L. Charney
Marc Charney
marc@mcharneylaw.com
Owen & Associates CPA
Michael Owen
Mike@owenassociatescpa.com
Richard G. Heller - Attorney
Richard Heller
rgheller@ojaiexpress.net
Ronald G. Harrington & Associates
Ronald Harrington
rghlaw@pacbell.net
Sagemark Consulting
Cathey Paine
Cathey.paine@lfg.com
Samantha Koopman
Samantha Koopman
samantha.w.koopman@gmail.com
AFFILIATE FIRM MEMBERS
NAI Capital
Bill Kiefer
bkiefer@naicapital.com
Tolman & Wiker
Greg Van Ness
gvanness@tolmanandwiker.com
Ventura Community Bank
George Tabata
gtabata@venturacommunitybank.com
Wells Fargo
Scott Hansen
scott.p.hansen@wellsfargo.com
INDIVIDUAL AFFILIATE MEMBERS
City National Bank
Lorraine Crawford
lorraine.crawford@cnb.com
Community West Bank
Kimberly Tharpe
ktharpe@communitywestbank.com
GuardSight
John McGloughlin
john.mcgloughlin@guardsight.com
Macinac Strategies
Hal Reniger
hreniger@mackinacstragegies.com
Montecito Bank & Trust
Ali Sadreameli
asadremeli@montecito.bank
Carmichael Associates
Stan Carmichael
stan@carmicassoc.com
Raymond James
Michael Phillip
michael.phillip@raymondjames.com