Advisory Council

La Jolla Institute Planned Giving Advisory Council (PGAC) Membership

The Institute's Planned Giving Advisory Council (PGAC) is composed of professional advisors that possess expertise in various facets of gift and estate planning. As valued stakeholders, Council members receive priority access to updates on the Institute's cutting-edge research, scientific accomplishments, and opportunities for philanthropic impact. For more information about LJI's PGAC, please contact Kelsey , Deputy Director of Advancement, by email at [email protected] or by telephone at 858-752-6542.

David C. Anderson, Esq., Co-Chair
Law Office of David C. Anderson
(619) 220-8688
[email protected]
John Kraemer, Co-Chair
Kraemer Insurance Partners
(858) 344-0355
[email protected]
George D. Alexander, CLU, ChFC
Showley, Archambault & Alexander
(619) 990-1100
[email protected]
Emily Bouchard
Strategic Wealth Coach
Ascent Private Capital Management
[email protected]
Eunice Bragais CTFA
Second Vice President
Northern Trust
(858) 824-1243
[email protected]
Robert Butterfield
Butterfield Schechter, LLP
(858) 444-2312
[email protected]
Colleen Callahan
Owner and CEO
Callahan Capital Management
(858) 623-5900
[email protected]
Thomas E. K. Cerruti
Founder and CEO
Find To Fund, Inc.
(619) 887-1900
[email protected]
Helen Cheng
Senior Associate, Wealth Planning & Tax
(619) 840-2110
[email protected]
David Cohen, CPA
GYL Decauwer, LLP
(619) 840-2110
[email protected]
Joe Cohen, CFP
(858) 636-7170
[email protected]
H. Michael Collins
Collins MacVean
(858) 452-1062
[email protected]
Robert Copeland
Special Counsel, Corporate Practice Group
Sheppard Mullin Richter & Hampton LLP
(858) 720-8900
[email protected]
Kenneth Coveney
Dostart Clapp & Coveney
(858) 623-4240
Ronald A, Friedman, CPA, CFP, PFS
Tax Partner, Estates and Trusts
(619) 238-1040
[email protected]
John Hansch, MBA
Managing Member
Hansch Financial Group, LLC
(858) 350-4350
[email protected]
James G. Harrigan
Higgs Fletcher & Mack
(619) 236-1551
[email protected]
Kate Hewell, CFP®, AIF®, ADPA®
Financial Focus
(760) 431-3040
[email protected]
Terry Kaltenbach, CLU, ChFC
Sales Vice President
Insurance Wholesale Solutions
(866) 298-1738
[email protected]
R.J. Kelly
Founder & Chief Visionary Officer
Wealth Legacy Family of Companies
(800) 975-5355
[email protected]
Stella Larson, JD, CPWA, TEP
Executive Director
J.P. Morgan Private Bank
(858) 812-6130
[email protected]
Mark Lindsay, CPA, JD
Lindsay & Brownell, LLP
(858) 558-9200
[email protected]
Erin Norberg
Of Counsel
DLA Piper
(858) 638-6636
[email protected]
Todd Schneider, SVP
Senior Wealth Planning Strategist
Wells Fargo Private Bank
(858) 261-6290
[email protected]
Philip J. Sullivan
Partner, Estate Planning Group
Henderson Caverly Pum & Charney, LLP
(858) 755-3000 x107
[email protected]
William F. Super, CPA, AEP, PFS
William Super CPAs & Consultants
(858) 531-7232
[email protected]
Paul Thiel, CDFA
President San Diego Region
Northern Trust
(949) 742-1039
[email protected]
Shawn Wamstad
Vice President and Private Client Advisor
Bernstein Global Wealth Management
(858) 812-2240
[email protected]
Erin Weidner
Financial Advisor
Morgan Stanley Wealth Management
(858) 613-8147
[email protected]
Dirk J. Harris, CFP®, CFA
Senior Vice President, Private Client Advisor
Bank of America Private Bank
(858) 847-6321
[email protected]