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 or by telephone at 858-752-6542.

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