David J. Stull ~ Northern California Regional Director: Founder of Stull Financial, operating continually since 1977, Dave is a graduate of Bethany College, Minneapolis, MN with a degree in Theology. In addition, Dave holds Chartered Financial Consultant (ChFC) and Certified Life Underwriter (CLU) designations which he received in 1982. Dave has a diverse background having lived in West Africa for 4 years. He has spent the last 30 years developing his financial services practice with an emphasis on retirement and estate planning for business owners and professionals. He is a member of the Brookside Country Club, Stockton East Rotary and the Gideons.
Bernard Wall, Harrison & Held: A partner at H&H, Bernie is lead counsel for GBFGPreservation® and handles our estate planning legal work, coordinating with our client’s counsel. A graduate of the University of Illinois and Harvard Law School, Bernie is the former president of the Chicago Estate Planning Counsel, as well as a former Chairman of the Trust Law Committee of the Chicago Bar Association. His practice focuses on estate planning, probate administration, and charitable and non-charitable giving.
Christopher H. Eng, Kroloff, Belcher, Smart, Perry & Christopherson: A partner of K, B, S, P & C, Chris runs the California branch of our estate planning legal work. A graduate of the California State University at Sacramento, the McGeorge School of Law, and the University of the Pacific, Chris is a certified specialist in Estate Planning and Trust and Probate Law by the State Bar of California Board of Legal Specialization. He is also the recipient of the Northern California Super Lawyer Award in Estate Planning by San Francisco Magazine in 2005, 2006, 2007 and 2008.
Maureen Berrios, Berrios and Associates: A member of the NATP, NSA, NYSA, and the Council for Special Education Services, Maureen is a graduate of Hofstra University. Specializing in IRS tax law cases and solution, she has been practicing entrepreneurial business advisory, tax accounting, and outsourcing services for the past twenty-four years. Over that time, she was awarded mention in the “8th Edition of the Most Notable 200 Women for Outstanding Service to the Community, State, and Union” as well as the “International Directory for who’s who of American Women”. She is currently authoring a book on entrepreneurial small business and the business/owner relationship. Outside of the office, Maureen is an avid gardener and reader. A basketball coach for several years, she led her team to their respective championships five times. In her spare time, she generously volunteers for the homeless in soup kitchens and is a strong supporter for animal rights.
Richard R. Cox, CPA/ABV, CVA, BVAL, CFFA, Certified Public Accountant, P.A.: Founder and president of Richard R. Cox, Certified Public Accountant, P.A., Ric has been a CPA in the state of North Carolina since 1976. His other designations signify an advanced level of competence in forensic analysis and business valuation science combined with ongoing peer review as substantial continuing education requirements. Ric is a graduate of East Carolina University with a BS in Accounting. The firm is a member of the American Institute of Certified Public Accountants (AICPA) and the North Carolina Association of Certified Public Accountants (NCACPA) and the staff maintains the highest standard of quality services.
Randy Huston, CFP and Rob Huston, CPA, Yellowstone Trust Administration: Randy and Rob have over forty years of combined experience in charitable estate planning and administration. They strive to help individuals reduce estate and income taxes, increase spendable income, and responsibly provide for loved ones.