Giving

Planned Giving Council

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:

back to the top 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
back to the top Estate and Trust Law/Taxation
Kenneth G. Coveney, Esq. Dostart Clapp & Coveney, L.L.P 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	Lisa Frisella, Esq. Frisella Law 205 W. Date Street San Diego, CA 92101 Office: (619) 260-3500 Fax: (619) 260-3600 e-mail: lisa@frisellalaw.com Web: www.frisellalaw.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	Michelle B. Graham ’91 ’95 ’97 Luce, Forward, Hamilton & Scripps LLP P.O. Box 2329 6050 El Tordo Rancho Santa Fe, CA 92067 Office: (858) 381-8040 Fax: (858) 759-3010 e-mail: mgraham@luce.com Web: www.luce.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
back to the top 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
back to the top Investment Advisors/Financial Counseling
William A. Boggs, CFP Merrill Lynch Wealth Management 701 B Street, Suite 2400 San Diego, CA 92101 Office: (619) 699-3916 Fax: (619) 758-3617 e-mail: william.boggs@ml.com Web: www.ml.com	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 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 DLK Investment Management, LLC 11230 Sorrento Valley Rd., Suite 200 San Diego, CA 92121 Office: (858) 909-0418 Fax: (619) 330-4765 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
back to the top 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