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 Clare Grotting, Advancement Officer, by email at [email protected] or by telephone at 858-752-6872.

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]
Douglas F. Bradley
Managing Principal, Investment Advisor Representative
Capital Stewardship
[email protected]
(858) 459-1101 x532
Eunice Bragais CTFA
Second Vice President
Northern Trust
(858) 824-1243
[email protected]
Robert Butterfield
Butterfield Schechter, LLP
(858) 444-2312
[email protected]
Helen Cheng
Senior Associate, Wealth Planning & Tax
(619) 840-2110
[email protected]
H. Michael Collins
Collins MacVean
(858) 452-1062
[email protected]
James G. Harrigan
Higgs Fletcher & Mack
(619) 236-1551
[email protected]
Dirk J. Harris, CFP®, CFA
Senior Vice President, Private Client Advisor
Bank of America Private Bank
(858) 847-6321
[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]
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]
Shawn Wamstad
Vice President and Private Client Advisor
Bernstein Global Wealth Management
(858) 812-2240
[email protected]