Leadership

	ORANGE COUNTY ESTATE PLANNING COUNCIL	MEMBER LOGIN
	MEMBER LOGIN

	President Matthew G. Brown, JD Brown & Streza LLP (949) 453-2900 Send Message to Member
	1st Vice President Programs Anthony A. Agoni, MBA, CLU®, ChFC® Wealth Mangement Strategies, LLC (949) 833-5892 Send Message to Member
	2nd Vice President Membership Betty DeKovner, MBA, CLPF DeKovner Fiduciary Services (949) 756-9050 Send Message to Member
	Secretary Julie Heggeness, JD, CSPG Hoag Hospital Foundation (949) 764-7206 Send Message to Member
	Treasurer Lisa L. Lockerman, ChFC®, MSFS, AEP® Lockerman Financial & Insurance Solutions, Inc. 949-544-3500 x 3501 Send Message to Member
	Immediate Past President Krystine W. Solomon, CTFA Union Bank (949) 553-7132 Send Message to Member
	Director at Large Edward A. Alvarado, CVA, CFE, MAFF Alvarado Consulting, Inc. (714) 323-6324 Send Message to Member
	Director at Large Shelly O'Byrne, CFP®, CTFA First Foundation Bank (949) 299-5463 Send Message to Member
	Director at Large James R. Summers, CPA, CFP® Ronald Blue & Co., CPAs and Consultants LLP (714) 543-0500 Send Message to Member
	Executive Director Gail James Clarke Gail James Association Management (714) 441-8951, ext. 4 Send Message to Member