2019 Gold Sponsor - Wells Fargo Private Bank

Leadership

President

Forum Financial Management, LP
(805) 494-3416 x102

Membership

WealthPoint, LLC
805 497-6080 ext.1

Treasurer

Holthouse Carlin & Van Teigt LLP
805-374-8555 x 1724

CPA Chair

Jacobs and Jacobs
805-497-4007

Attorney Chair

Tamara L. Harper, A Professional Corporation
805-409-0530

CLU Chair

Farr Johnen & Associates
805-644-3500

Trust Officer Chair

Wells Fargo Private Bank
805.777.8362

Administrator

(818) 338-3288

Sponsorship Chair

805-437-3615

NAEPC Liason

Terri Hilliard, PC
805-201-2552

CFP Chair / Secretary

Morgan Stanley - Financial Advisor
805-494-0238