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.
David C. Anderson, Esq., Co-Chair
Partner
Law Office of David C. Anderson
(619) 220-8688
dca@arlawplanners.com
Partner
Law Office of David C. Anderson
(619) 220-8688
dca@arlawplanners.com
John Kraemer, Co-Chair
CSPG/Partner
Kraemer Insurance Partners
(858) 344-0355
john@kraemerpartners.com
CSPG/Partner
Kraemer Insurance Partners
(858) 344-0355
john@kraemerpartners.com
George D. Alexander, CLU, ChFC
Partner
Showley, Archambault & Alexander
(619) 990-1100
galexander@saainsurance.com
Partner
Showley, Archambault & Alexander
(619) 990-1100
galexander@saainsurance.com
Colleen Callahan
Owner and CEO
Callahan Capital Management
(858) 623-5900
colleen@callahancapitalmgmt.com
Owner and CEO
Callahan Capital Management
(858) 623-5900
colleen@callahancapitalmgmt.com
Helen Cheng
Senior Associate, Wealth Planning & Tax
Withersworldwide
(619) 840-2110
helen.chang@witherworldwide.com
Senior Associate, Wealth Planning & Tax
Withersworldwide
(619) 840-2110
helen.chang@witherworldwide.com
Robert Copeland
Special Counsel, Corporate Practice Group
Sheppard Mullin Richter & Hampton LLP
(858) 720-8900
rcopeland@sheppardmullin.com
Special Counsel, Corporate Practice Group
Sheppard Mullin Richter & Hampton LLP
(858) 720-8900
rcopeland@sheppardmullin.com
Kenneth Coveney
Partner
Dostart Clapp & Coveney
(858) 623-4240
Partner
Dostart Clapp & Coveney
(858) 623-4240
Ronald A, Friedman, CPA, CFP, PFS
Tax Partner, Estates and Trusts
PKF
(619) 238-1040
rfriedman@pkfsandiego.com
Tax Partner, Estates and Trusts
PKF
(619) 238-1040
rfriedman@pkfsandiego.com
John Hansch, MBA
Managing Member
Hansch Financial Group, LLC
(858) 350-4350
john@hanschfinancial.com
Managing Member
Hansch Financial Group, LLC
(858) 350-4350
john@hanschfinancial.com
Terry Kaltenbach, CLU, ChFC
Sales Vice President
Insurance Wholesale Solutions
(866) 298-1738
tmkbach43@gmail.com
Sales Vice President
Insurance Wholesale Solutions
(866) 298-1738
tmkbach43@gmail.com
R.J. Kelly
Founder & Chief Visionary Officer
Wealth Legacy Family of Companies
(800) 975-5355
rj@wealthlegacygrp.com
Founder & Chief Visionary Officer
Wealth Legacy Family of Companies
(800) 975-5355
rj@wealthlegacygrp.com
Stella Larson, JD, CPWA, TEP
Executive Director
J.P. Morgan Private Bank
(858) 812-6130
stella.m.larsen@jpmorgan.com
Executive Director
J.P. Morgan Private Bank
(858) 812-6130
stella.m.larsen@jpmorgan.com
Mark Lindsay, CPA, JD
Partner
Lindsay & Brownell, LLP
(858) 558-9200
mlindsay@lindsayandbrownell.com
Partner
Lindsay & Brownell, LLP
(858) 558-9200
mlindsay@lindsayandbrownell.com
Todd Schneider, SVP
Senior Wealth Planning Strategist
Wells Fargo Private Bank
(858) 261-6290
todd.schneider@wellsfargo.com
Senior Wealth Planning Strategist
Wells Fargo Private Bank
(858) 261-6290
todd.schneider@wellsfargo.com
Philip J. Sullivan
Partner, Estate Planning Group
Henderson Caverly Pum & Charney, LLP
(858) 755-3000 x107
psullivan@hcesq.com
Partner, Estate Planning Group
Henderson Caverly Pum & Charney, LLP
(858) 755-3000 x107
psullivan@hcesq.com
William F. Super, CPA, AEP, PFS
Owner
William Super CPAs & Consultants
(858) 531-7232
wsuper1@gmail.com
Owner
William Super CPAs & Consultants
(858) 531-7232
wsuper1@gmail.com
Shawn Wamstad
Vice President and Private Client Advisor
Bernstein Global Wealth Management
(858) 812-2240
shawn.wamstad@bernstein.com
Vice President and Private Client Advisor
Bernstein Global Wealth Management
(858) 812-2240
shawn.wamstad@bernstein.com
Erin Weidner
Financial Advisor
Morgan Stanley Wealth Management
(858) 613-8147
erin.weidner@morganstanley.com
Financial Advisor
Morgan Stanley Wealth Management
(858) 613-8147
erin.weidner@morganstanley.com
Dirk J. Harris, CFP®, CFA
Senior Vice President, Private Client Advisor
Bank of America Private Bank
(858) 847-6321
dirk.harris@bofa.com
Senior Vice President, Private Client Advisor
Bank of America Private Bank
(858) 847-6321
dirk.harris@bofa.com