Strategic Alliances

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 WallHarrison & 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.

 

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.
Contact GB Financial

(781) 237-4657
info@gbfinancial.com