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 plannedgiving@lji.org or by telephone at 858-752-6542.
Partner
Law Office of David C. Anderson
(619) 220-8688
dca@arlawplanners.com
CSPG/Partner
Kraemer Insurance Partners
(858) 344-0355
john@kraemerpartners.com
Partner
Showley, Archambault & Alexander
(619) 990-1100
galexander@saainsurance.com
Owner and CEO
Callahan Capital Management
(858) 623-5900
colleen@callahancapitalmgmt.com
Senior Associate, Wealth Planning & Tax
Withersworldwide
(619) 840-2110
helen.chang@witherworldwide.com
Special Counsel, Corporate Practice Group
Sheppard Mullin Richter & Hampton LLP
(858) 720-8900
rcopeland@sheppardmullin.com
Partner
Dostart Clapp & Coveney
(858) 623-4240
Tax Partner, Estates and Trusts
PKF
(619) 238-1040
rfriedman@pkfsandiego.com
Managing Member
Hansch Financial Group, LLC
(858) 350-4350
john@hanschfinancial.com
Sales Vice President
Insurance Wholesale Solutions
(866) 298-1738
tmkbach43@gmail.com
Founder & Chief Visionary Officer
Wealth Legacy Family of Companies
(800) 975-5355
rj@wealthlegacygrp.com
Executive Director
J.P. Morgan Private Bank
(858) 812-6130
stella.m.larsen@jpmorgan.com
Partner
Lindsay & Brownell, LLP
(858) 558-9200
mlindsay@lindsayandbrownell.com
Senior Wealth Planning Strategist
Wells Fargo Private Bank
(858) 261-6290
todd.schneider@wellsfargo.com
Partner, Estate Planning Group
Henderson Caverly Pum & Charney, LLP
(858) 755-3000 x107
psullivan@hcesq.com
Owner
William Super CPAs & Consultants
(858) 531-7232
wsuper1@gmail.com
Vice President and Private Client Advisor
Bernstein Global Wealth Management
(858) 812-2240
shawn.wamstad@bernstein.com
Financial Advisor
Morgan Stanley Wealth Management
(858) 613-8147
erin.weidner@morganstanley.com
Senior Vice President, Private Client Advisor
Bank of America Private Bank
(858) 847-6321
dirk.harris@bofa.com