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Your Philanthropic Advisors

 

Loren R. Acuña Emmanuel, MBA

Certified Licensed Professional Fiduciary

Safe, simple, stewardship You can count on a professional, licensed, insured fiduciary to help you preserve the peace and ease the burden on others.  Choosing a neutral professional fiduciary to handle your estate gives you the peace of knowing that your choices and your wishes will be honored.

Loren has handled estate matters since the turn of the century. She is a member of numerous professional groups; including the Professional Fiduciary Association of California, The National Guardianship Association, and an affiliated member of the Contra Costa County Bar. Take a look at www.ACEfiduciary.com to find out how we preserve your trust for the benefit of your legacy.

Loren@ACEfiduciary.com

925.906.1882


 

 

 

 

 

 

R. Gordon Baker, Jr.

Attorney at Law

R. Gordon Baker, Jr. has been providing estate and business planning services to business owners, professionals, and other individual clients since 1985.  Gordon has extensive experience in drafting and administering trusts and representing trustees and beneficiaries in trust administration matters.

Gordon is certified as a specialist in Estate Planning, Trust and Probate Law by the State Bar of California, California Board of Legal Specialization.  He holds an LLM (Master of Laws and Letters) degree in taxation law.  Gordon has been designated a Northern California Super Lawyer® in the area of estate planning and has been  named one of the “Top 100 Northern California Attorneys” for estate planning by San Francisco Magazine. He is a frequent speaker on estate planing topics.

Gordon is also a member of the Board of Directors of the Walnut Creek Library Foundation.

gordon@rgbestateattorney.com

925-930-9647

www.rgbestateattorney.com


 

Richard Del Monte, President, Del Monte Group, LLC

Richard M. Del Monte

Certified Wealth Consultant, Certified Wealth Planner

Richard M. Del Monte is president of Del Monte Group, LLC, serving self-made families in the areas of wealth management and multigenerational planning since 1985.  He serves as a faculty member at the Institute for Preparing Heirs, a member of the Purposeful Planning Institute and is a founding member of the Council for Shared Leadership, which established standards of excellence for values-based advisors and the families they serve.  Richard is also a published author and featured speaker on local radio talk shows. His newest book is titled “Endless Inheritance: Moving from Feuding to Flourishing in your Affluent Family”.

Richard received his BS in Business Administration from CSU, Chico in 1979.  He earned his MBA with an emphasis in Financial Planning from Golden Gate University in 1985. Richard is also serving as Treasurer on the John Muir Health Foundation Board.

richard@aplaceofpossibility.com

925-736-6410

www.aplaceofpossibility.com


 

 

 

 

 

Lynn Gardner

Certified Public Accountant

Lynn is a Certified Public Accountant with Sweeney Kovar LLP in Danville. Lynn has specialized in tax and financial planning for 30 years.

She received a Bachelor’s Degree and Secondary Teaching Credential from the University of California, Berkeley; an Accounting Certificate from the UC Extension and a Master’s Degree in Taxation from Golden Gate University.

Lynn is a member of the American Institute of Certified Public Accountants, the California Society of CPAs (board director, East Bay Chapter) and Estate Planning Council of Diablo Valley (past president).

lynn@cpaskllp.com

925-309-3886

www.cpask.com


 

cid:13AB0F87-BD4E-4E61-8A72-FF587F7BA31F@hsd1.ca.comcast.net

 

 

 

 

 

Ira L. Hillyer, JD

Fiduciary Consultant

Ira is a non-practicing attorney who uses his extensive experience in trust services, wealth management, and non-profit organizations to assist individuals as they consider their estate planning and wealth management options, including choice of trustee. As a Sr. VP at Mechanics Bank, Ira provided leadership in establishing the bank’s presence as a premier provider of wealth management and banking services in Northern California. 

He is past president of four Bay Area Estate Planning Councils, former Co-Chair of Estate Planning and Probate Section of Contra Costa Bar Association, and has served on the Board of Directors for numerous non-profit organizations, including the Northern California Planned Giving Council.

Ira received his Doctor of Jurisprudence from the University of Texas School of Law.

ira@hillyeradvisory.com

925-964-3059

www.hillyeradvisory.com


 

Ogburn

 

 

 

 

 

David W. Ogburn

Banker

Dave brings nearly 20 years of capital markets, investment management, and business development experience to J.P. Morgan Private Bank, having previously worked in an institutional equity research sales capacity at firms such as Credit Suisse and Donaldson Lufkin Jenrette, where his clients included some of the largest institutional investors in the United States. Most recently, Dave was a Principal and Investment Committee Member at Golub Group Investment Counsel, an investment management firm providing institutional grade investment management to high net worth individuals, registered investment advisors, endowments & foundations, and select institutional investors.

He also sits on Boards of several non-profit organizations, including the Salvation Army of San Francisco and the Northern California Planned Giving Council (NCPGC).

David.W.Ogburn@jpmorgan.com

415-315-8139

www.jpmorgan.com/privatebank


Elizabeth Thomas

Financial Advisor

Elizabeth joined Merrill Lynch in 2015 following a long tenure in the corporate media and technology sectors and is a member of team with over 70 years of combined experience.  Elizabeth focuses on serving the unique wealth management needs of corporate executives, business owners and professionals.  She specializes in executive compensation and corporate benefit strategies in addition to customized wealth planning, philanthropic advising and retirement preparation. Originally from Central Illinois, Elizabeth holds a Bachelor of Arts degree from Southern Illinois University at Carbondale.

elizabeth.payton_thomas@ml.com

925-946-3072

Elizabeth Thomas Profile


 

Richard O. Vandenberg, Jr.

Managing Director

Rick Vandenberg is a managing director and team executive for Atlantic Trust’s San Francisco office, with more than 30 years of investment management experience. His primary responsibilities include leading the client service team and the firm’s business development efforts in the Pacific Northwest. Most recently, he was a managing director and business development officer for Bessemer Trust’s San Francisco office, where his responsibilities included client account management and business development in Northern California and the Pacific Northwest. Prior to joining Bessemer in 2007, Rick was a senior vice president and wealth advisor for the Private Client Group at Merrill Lynch and Company. Earlier, he spent more than 16 years with Goldman, Sachs & Co., where he worked with ultra-high net worth individuals and families. 

Rick received a Bachelor of Science in finance from Brigham Young University and a Master of Business Administration in finance from U.C.L.A.’s Anderson School of Management. Rick currently serves as an active member of the John Muir Health Foundation Board as well as the San Francisco Estate Planning Council.

rovandenbergjr@yahoo.com

925-980-0629

www.atlantictrust.com/portal/site/at/sanfrancisco


 

Francesca Vogel

Home Care Liaison

As the Home Care Liaison for Home Care Assistance, Francesca Vogel helps seniors and their families navigate their care needs with compassion, experience and expertise. Francesca brings over 23 years of healthcare industry experience to Home Care Assistance including 12 years as an Eldercare Consultant for AdvoLife, now LivHOME.

Francesca is a member of the John Muir Health Foundation Philanthropic Advisors Council, the John Muir Health Foundation Women’s Philanthropic Circle, the Hospice of the East Bay 2015-2016 Gala Committee and the 2016 board of directors for Mobility Matters in Contra Costa County. She is also a member of the East Bay Case Management Association for which she served as President from 2009-2011.

Call Francesca on her cell phone today at 925-989-6877 to learn how Home Care Assistance provides the East Bay’s best care for seniors!

fvogel@homecareassistance.com

925-820-8390 • 925-989-6877

190 Alamo Plaza, Suite G

Alamo, CA 94507

www.HomeCareAssistance.com


Wilson

Dayna Wilson

Senior Real Estate Specialist

Dayna guides residential home sellers, home buyers and investors through their complex real estate transactions with expert knowledge and exceptional service. All her homes in the past decade have SOLD, on average, in less than 30 days and 100%+ of original asking price. Her chosen specialty is serving Boomers, Zoomers and Savvy Seniors. She earned the Seniors Real Estate Specialist designation and the Senior Housing Professional certification.

Dayna’s community involvement includes serving as a member of the John Muir Health Foundation Philanthropic Advisors Council and a Committee Member for Teens and Parents Service Society. Dayna is the Founder of Senior Solutions Group and a preferred Realtor for the Lamorinda Village. She is a frequent speaker on the subjects of Downsizing Made Easy and Moving Mom and Dad. Dayna is also an ordained deacon with the Lafayette-Orinda Presbyterian Church.

As an East Bay Native, Dayna has developed an intimate understanding of the local communities, focusing her business on representing clients in her own “backyard.”  Dayna received her BA in the Political Economy of Industrial Societies from U.C. Berkeley.

Dayna@Day-RealEstate.com

925-788-6582

www.Day-RealEstate.com