Leadership

President

Pathway Wealth Management
9515293689

Vice President

The Kaur Gray Group
3238999902

Membership

Averett Fiduciary Services
9092407871

Secretary/Treasurer

Alicia Orejel, CPA
909-256-0975

Immediate Past President

Lurie, Zepeda, Schmalz, Hogan & Martin, APC
(310) 274-8700

Past President

Aeveum
909-815-6671 (voice only)

Past President

Michelle Herting, CPA, ABV, AEP
9517849753

Past President

Thompson & Colegate
(951) 682-5550

Board Member

Expert Real Estate & Investment
9512865918

Board Member

Leonard Financial Group, LLC
951-781-7320

Board Member

Wells Fargo Private Wealth
909 942-8813

Administrator

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