The Planned Giving Council is made up of volunteers specializing in
estate and trust law, financial and investment planning, trust administration,
taxation, insurance, and real estate. The purpose of the Council is to
heighten the awareness of the University of San Diego’s mission and programs
among Council members so they can act as ambassadors of USD in the San Diego
community. Council meetings are held at the USD campus on a quarterly
basis.
A special thanks is given to the following members for their time and commitment
to USD and the Planned Giving program:
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Certified Public Accountants |
Anne E. Burns, CPA
Hamilton Tharp, LLP
323 N. Pacific Coast Highway 101
Solana Beach, CA 92075
Office:
(858) 481-7702
Fax: (858) 481-7828
e-mail: anne.burns@ht2cpa.com
Web: www.ht2cpa.com |
David M. Gibbs, CPA '97
J.H. Cohn LLP
9255 Towne Centre Drive, Ste. 250
San Diego, CA 92121
Office: (858) 535-2000
Fax: (858) 571-2700
e-mail: dgibbs@jhcohn.com
Web: www.jhcohn.com |
Marshall J. Varano, CPA
J. H. Cohn LLP
9255 Towne Centre Drive, Ste. 250
San Diego, CA 92121
Office: (858) 535-2000
Fax: (858) 571-2700
e-mail: mvarano@jhcohn.com
Web: www.jhcohn.com |
Lucia Vizcaya, CPA
Hamilton Tharp, LLP
323 N. Pacific Coast Highway 101
Solana Beach, CA 92075
Office: (858) 481-7702
Fax: (858) 481-7828
e-mail: lucy.vizcaya@ht2cpa.com
Web: www.ht2cpa.com |
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Estate and Trust Law/Taxation |
Laura L. Buckley
Higgs, Fletcher & Mack LLP
401 West A Street, Suite 2600
San Diego, CA 92101
Office: (619) 236-1551
Fax: (619) 696-1410
e-mail: buckley@higgslaw.com
Web: www.higgslaw.com |
Kenneth G. Coveney, Esq.
Dostart, Clapp & Coveney, LLP
4370 La Jolla Village Dr., Suite 970
San Diego, CA 92122
Office: (858) 623-4200
Fax: (858) 623-4299
e-mail: kcoveney@sdlaw.com
Web: www.sdlaw.com |
Kevin P. Gordon, Esq. ’89 ’91 ’98 ‘03
Gordon, APC
5740 Fleet Street, Suite 155
Carlsbad, CA 92008
Office: (760) 602-1995
e-mail: kgordon@gordonapc.com
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Michelle B. Graham ’91 ’95 ’97
McKenna, Long & Aldridge LLP
P.O. Box 2329
6050 El Tordo
Rancho Santa Fe, CA 92067
Office: (858) 400-1307
Fax: (858) 759-3010
e-mail: mgraham@mckennalong.com
Web: www.mckennalong.com |
Ann C. Harris, Esq. ‘80
Law Offices of Ann Harris
1901 Camino Vida Roble, Suite 121
Carlsbad, CA 92008
Office: (760) 431-9900
Fax: (760) 431-9107
e-mail: harris@annharrislaw.com |
Randall B. Klotz, Esq.
Stutzman Klotz, APC
405 E. Lexington Ave., Suite 101
El Cajon, CA 92020
Office: (619) 368-4971
e-mail:randall_klotz@yahoo.com |
Erin L. McCreary '96 '99
Rowe, Allen, Mullen LLP
4275 Executive Square, Suite 1040
La Jolla, CA 92037
Office: (858) 450-2208
Fax: (858) 404-9833
e-mail: McCreary@RamLawFirm.com |
Daniel F. Morrin, Esq. ‘84
A Professional Law Corp.
4909 Murphy Canyon Road, Ste. 340
San Diego, CA 92123
Office: (858) 541-1777
Fax: (858) 277-7971
e-mail: dan@dmorrinlaw.com |
Camille Perna Wang, Esq. ‘04
Hughes & Pizzuto, APC
401 B Street, Suite 2400
San Diego, CA 92101
Office: (619) 239-1211
Fax: (619) 239-1719
e-mail: cperna@hplawsd.com
Web: www.hplawsd.com |
Jason S. Sheinberg, Esq. ‘00
San Diego Law Firm
2828 University Avenue, Suite 102
San Diego, CA 92104
Office: (619) 794-0243 x306
Fax: (619) 794-0253
e-mail: jsheinberg@sandiegolawfirm.com
Web: www.sandiegolawfirm.com |
James H. Sipple, Esq. '99 '01
Law Offices of Boner, Stern & Sipple, APC
591 Camino de la Reina #710
San Diego, CA 92108
Office: (619) 295-7100
Fax: (619) 295-2100
e-mail: james@bonerstern.com
Web: www.bonerstern.com |
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Insurance |
John J. Rodee, CLU ‘63
2254 Moore Street, Suite 202
San Diego, CA 92110-3025
Office: (619) 298-5177
Fax: (619) 298-2177
e-mail: jjrodee@finserv.com |
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Investment Advisors/Financial Counseling |
Lisa Brinig, CFP
Mariner Wealth Advisors, LLC
10616 Scripps Summit Court, Suite 110
San Diego, CA 92131
Office: (858) 795-2117
Fax: (858) 795-2101
e-mail: lbrinig@cbiz.com
Web: www.marinerwealthadvisors.com |
Theodore J. Kay
DLK Investment Management, LLC
6020 Cornterstone Court, Suite 220
San Diego, CA 92121
Office: (858) 909-0957
e-mail: tkay@dlkinvet.com
Web: www.dlkinvest.com |
Charles G. King ’62
DLK Investment Management, LLC
6020 Cornerstone Ct., Ste. 220
San Diego, CA 92121
Office: (858) 433-3200
Direct: (858) 433-3215
e-mail: cking@dlkinvest.com
Web: www.dlkinvest.com |
Justin R. Peek ’01
Edward Jones Investments
7740 El Camino Real, Suite H
Carlsbad, CA 92009
Office: (760) 635-1097
Fax: (877) 222-9100
e-mail: justin.peek@edwardjones.com
Web: www.edwardjones.com |
Christian F. Tresse
Bernstein Global Wealth Management
4365 Executive Dr., Suite 700
San Diego, CA 92121
Office: (858) 812-2235
Fax: (858) 812-2244
e-mail: Christian.tresse@bernstein.com |
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TRUST OFFICERS |
Janet G. Brisco, CTFA
Wells Fargo Wealth Management Group
4365 Executive Dr., 18th Floor
San Diego, CA 92121
Office: (858) 597-4355
Fax: (858) 597-4360
e-mail: briscojg@wellsfargo.com |
Leslie S. Klein, CFP
First American Trust
Wealth Management Services
4380 La Jolla Village Dr., Ste. 200
San Diego, CA 92122
Office: (858) 410-5755
Fax: (619) 615-4973
e-mail: lklein@firstam.com
Web: www.firstamtrust.com |
