Professional Advisors Network

The following list of advisors are known to the Forest Home Foundation and Forest Home. Some are better known than others. Potential clients are encouraged to contact the advisor directly to determine if the advisor fits the needs of the client. Neither the Forest Home Foundation or Forest Home, Inc. or any of its officers or Directors make any representation of the competency or expertise of these advisors, or the quality of their services and/or their products. Anyone wishing to retain any one of these advisors should undertake their own inquiry as to the specific background, education, qualification and fees of the specific advisor and their services and products.

ATTORNEYS

Stephen Ahlquist
17541 E 17th Street, Suite 201
Tustin, CA 92780-1934
Phone: 714.838.5932
Fax: 714.838.5900

Mark Aijian
1224 Coast Village Circle, Suite 36
Santa Barbara, CA 93108
Phone: 805.963.0434

Kathleen B. Albrektson
1801 Orange Tree Lane, Suite 230
Redlands, CA 92374
Phone: 909.335.9658
Fax: 909.335.9489

John Anderson
1741 E Wardlow Road
Long Beach, CA 90807
Phone: 562.424.8619

Mark A. Anderson
145 S Fig Street
Escondido, CA 92025
Phone: 760.489.2938
Fax: 760.489.2938
manderson@goodstewardship.net

Matthew W. Argue, Esq.
1835 S Centre City Parkway, #462
Escondido, CA 92025
Phone & Fax: 888.704.5556
www.onemediator.net

Michael N. Balikian
21550 Oxnard Street, Suite 800
Woodland Hills, CA 91367
Phone: 818.347.3700
Fax: 818.346.9400

Jerry O. Crow
290 Maple Court, Suite 118
Ventura, CA 93003
Phone: 805.653.5353

Ernest F. Der
90 New Montgomery Street, Suite 600
San Francisco, CA 94105
Phone: 415.979.9800
Fax: 415.979.9821

K. Terrell Dismukes, Jr.
5945 W Parker Road, Apt. 2812
Plano, TX 75093
Phone: 404.452.4660

Kevin M. Fehrmann
16148 Sand Canyon Avenue
Irvine, CA 92618
Phone: 949.453.1010
Fax: 949.453.1011

George Hardisty, Esq. & Julie Hardisty, Esq.
101 Gregory Lane, #52
Pleasant Hill, CA 94523
Phone: 925.689.9940
Fax: 925.686.3217

Aurora Harris
Specializing in Consumer Protection Advocacy
16654 Soledad Canyon Road, #471
Canyon Country, CA 91387
Phone: 661.771.2281
roraharris@aol.com

Dave Hiskey
151 N Kraemer Boulevard, Suite 200
Placentia, CA 92870
Phone: 714.961.1198
Fax: 714.961.0816

Jack Rameson III
5855 Topanga Canyon Boulevard, Suite 400
Woodland Hills, CA 91367
Phone: 818.703.7500
Fax: 818.703.7498

Mark Schmitt
1221 E Osborn Road, Suite 105
Phoenix, AZ 85104
Phone: 602.277.7000×120

Edward P. Schroeder, J.D., CPA
Pickett & Schroeder
1607 Seal Way
Seal Beach, CA 90740
Phone: 949.240.9220

Mathew Simone
9131 Fletcher Parkway, Suite 106
La Mesa, CA 91942
Phone: 619.589.2121
Fax: 619.589.1407

Brian Sterzer
Sterzer & Associates, ALC
5200 Warner Avenue, Suite 106
Huntington Beach, CA 92649
Phone: 714.750.9370
Fax: 714.750-9371

John C. Vryhof
Snell & Wilmer, LLP
400 E Van Buren Street, Suite 1900
Phoenix, AZ 85004
Phone: 602.382.6333

Jeff Wall
11368 North Balmoral Way
Fresno, CA 93730
Phone: 559.313.8202

Timothy D. Wong
1031 S Glendora Avenue
West Covina, CA 91790
Phone: 626.856-3498
Fax: 626.856.3494

Elizabeth A. Bawden
1925 Century Park East, Suite 400
Los Angeles, CA 90067
Phone: 310.277.9901
Fax: 310.861.1781

Rex Beatty
Mulvaney, Beatty, Linn & Mayers, LLP
401 West A Street, 17th Floor
San Diego, CA 92101
Phone:619.238.1010

Timothy J. Blied
N Tustin Avenue, Suite 290
Santa Ana, CA 92705
Phone: 714.990.5100
Fax: 714.263.0827

David A. Brown
Brown & Streza
40 Pacifica, Suite 1500
Irvine, CA 92618
Phone: 949.453.2900
Fax: 949.453.2916

David Bunn
1112 Fair Oaks Avenue
S Pasadena, CA 91030
Phone: 626.792.9421
Fax: 626.796.1436

Herb Chavers
5041 LaMart Drive, Suite 240
Riverside, CA 92507
Phone: 951.369.1335
Fax: 951.369.1775

Richard Chinen
301 E Colorado Boulevard, Suite 700
Pasadena, CA 91101
Phone: 626.304.0484
Fax: 626.793.3602

Jerry O. Crow
290 Maple Court, Suite 118
Ventura, CA 93003
Phone: 805.653.5353

Jim Humphreys
18831 Von Karman Avenue, Suite 150
Irvine, CA 92612
Phone: 949.852.9211
Fax: 949.476.0314

Jerry D. Mackey
2260 N State College Boulevard
Fullerton, CA 92831
Phone: 714.671.1552
Fax: 714.990.3826

James K. Marvel
6700 N Oracle Road, Suite 503
Tucson, AZ 85704
Phone: 520.297.5887

Gary Morris
Hart, Mieras, Morris Inc.
255 E Santa Clara, Suite 300
Arcadia, CA 91006
Phone: 626.445-1212
Fax: 626.294.2899

F.T. (Ted) Muegenburg, Jr.
300 E Esplande Drive, Suite 850
Oxnard, CA 93036
Phone: 805.981.8555
Fax: 805.983.1967

James D. Palmer, Jr.
2140 Santa Cruz Avenue, Apt. E303
Menlo Park, CA 94025
Phone: 650.854.4965

Ronald B. Pierce
3050 E Birch Street, 2nd Floor
Brea, CA 92821
Phone: 949.244.9367
Fax: 714.854.9754

Jonathan D. Primuth
790 E Colorado Boulevard, Suite 300
Pasadena, CA 91101
Phone: 626.683.7234
Fax: 626.683.7251

ACCOUNTING & TAX PROFESSIONALS

Rick McCarthy, CPA
McCarthy and Associates, CPA
2361 Campus Drive, Suite 150
Irvine, CA 92612
Phone: 714.914.2055
Fax: 949.975.0949
rick@mccarthycpa.com

Dana Joanou, CPA
Kushner, Smith, Joanou & Gregson, LLP
8105 Irvine Center Drive, Suite 1000
Irvine, CA 92618
Phone: 949.261.2808
Fax: 949.261.0188
DButz@ksjgcpa.com

James Summers, CPA, CFP®, CKA®
Ronald Blue & Co. CPAs & Consultants, LLP
1551 N Tustin Avenue, Suite 1000
Santa Ana, CA 92705
Phone: 714.972.5906

David W. Zimmerman, CPA
Holder & Zimmerman, Inc.
1100 N Tustin Avenue, Suite 102
Anaheim, CA 92807
Phone: 714.632.9972
David@HolderandZimmerman.com

FINANCIAL PROFESSIONALS

Bradley Burr, CFP®
Lovitt & Touche’, Inc.
1050 W Washington Street, Suite 233
Tempe, AZ 85281
Phone: 800.417.2756
Fax: 602.956.2258
bburrlovitt-touche.com

John T. Cooke, CFP®
Cooke Wealth Management
4041 MacArthur Boulevard, Suite 320
Newport Beach, CA 92660
Phone: 949.724.3880
Fax: 949.200.4533
john@cookewealthmgmt.com

Christian Credit Counselors
5838 Edison Place, Suite 130
Carlsbad, CA 92008
Phone: 760.804.8515
Fax: 760.804.8526
john@cookewealthmgmt.com

Christian Credit Counselors
5838 Edison Place, Suite 130
Carlsbad, CA 92008
Phone: 760.804.8515
Fax: 760.804.8526
info@christiancreditcounselors.org

Loreen Gilbert, CIMA®, CRC®, CLTC®
President WealthWise Financial Services
9070 Irvine Center Drive, Suite 230
Irvine, CA 92618
Phone: 949.748.1177
Fax: 949.748.1178
loreeng@wealthwisefinancial.com

Robert A. Grimm, CFP®
Northwestern Mutual
18191 Von Karman, Suite 100
Irvine, CA 92612
Phone: 949.622.7209
robert.grimm@nmfn.com

Steve Henningson, CIMA®
15615 Alton Parkway, Suite 450
Irvine, CA 92618
Phone: 949.271.6580

Doug Hyepock, CFP®, ChFC®
1001 Dove Street, Suite 155
Newport Beach, CA 92660
Phone: 949.752.9096

Charles A. Kanoy, ChFC®, CLU®
Kanoy Associates
26477 Rancho Parkway South
Lake Forest, CA 92630
Phone: 949.661.8889
Fax: 949.272.3709

David E. Lin
Morgan Stanley
2381 Rosecrans Avenue, Suite 115
El Segundo, CA 90245
Phone: 866.398.5548

Mark Van Mourick
Chief Executive Officer
Optivest Wealth Management
24901 Dana Point Harbor Drive, Suite 200
Dana Point, CA 92629
Phone: 949.363.8686
Email: mark@optivestinc.com
Website: www.optivestinc.com

Alan Nakamura, CFP®
Merrill Lynch
145 S State College Blvd. Suite 300
Brea CA 92821
Office: 714-257-4473
Fax: 714-252-4174,
a_nakamura@ml.com

Neil Paur, CFP®
Ronald Blue Trust
20 Pacifica, Suite 560
Irvine, CA 92618
Phone: 949.404.5078
neil.paur@ronblue.com

Arlin L. Penner, ChFC®, CIMA®, CLU®, CAP®
Wells Fargo
135 S State College Boulevard, Suite 550
Brea, CA 92821
Phone: 714.255.6109
Fax: 714.255.6101

Andy Purmort, CEA®
9870 Research Drive
Irvine, CA 92618
Phone: 949.443.5088
Fax: 949.788.1890

Tom Rosenbaum, CFP®
AIG Valic
500 N Central, Suite 910
Glendale, CA 91203
Phone: 866.544.4968

Anthony Saffer, CFP®
One Degree
8880 Rio San Diego Drive, #1000
San Diego, CA 92108
Phone: 619.282.3288
Fax: 619.280.9553

Don B. Saulic, CFP®, CPA
Capstone
4695 MacArthur Court, Suite 1000
Newport Beach, CA 92660
Phone: 949.660.1717
Fax: 949.660.1991

Thomas W. Savino, MBA
Savino Tax & Advisory Group
4060 Campus Drive, Suite 220
Newport Beach, CA 92660
Phone: 877.705.1040

Jim Summer, CFP®, CPA
Ron Blue & Co.
1551 N. Tustin Ave, Suite 1000
Santa Ana, CA 92705
Office: 714-543-0500
Fax: 714-543-1567
jim.summers@ronblue.com

Tory K. Thomas, CFP®
First Vice President – Investments
PIM Portfolio Manager
Wells Fargo Advisors
265 Ocean Avenue
Laguna Beach, CA 92651
Phone: 949.464.6526
Fax: 949.494.0339
tory.k.thomas@wellsfargoadvisors.com

Scott K. Warner
Life Design Financial
1370 N Brea Boulevard, Suite 230
Fullerton, CA 92835
Phone: 714.738.7811
Fax: 714.459.7386
scott@lifedesignfinancial.com

William T. Wright, CFP®
Financial Professionals Group
26501 Rancho Parkway, #102
Lake Forest, CA 92630
Phone: 949.455.0119 x224
Fax: 949.455.0113
wwright@fpgonline.com

INVESTMENT PROFESSIONALS

Jack Keeter
1251 N Manasseno, Suite 405A
Anaheim, CA 93807
Phone: 714.779.9200
Fax: 714.779.9210
jack@jackkeeter.com

David E. Lin
Morgan Stanley
2381 Rosecrans Avenue, Suite 115
El Segundo, CA 90245
Phone: 866.398.5548

Andrew Y. Low, CTFA
BNY Mellon Wealth Management
1600 Newport Center Drive, Suite 200
Newport Beach, CA 92660
Phone: 949.253.5009
Cell: 949.331.5181
andrew.low@bnymellon.com

Mark Van Mourick
Chief Executive Officer
Optivest Wealth Management
24901 Dana Point Harbor Drive, Suite 200
Dana Point, CA 92629
Phone: 949.363.8686
Email: mark@optivestinc.com
Website: www.optivestinc.com

Alan Nakamura, CFP®
Merrill Lynch
145 S State College Boulevard, Suite 300
Brea, CA 92821
Phone: 714.257.4473
Fax: 714.252.4174
a_nakamura@ml.com

Tory K. Thomas, CFP®
First Vice President – Investments
PIM Portfolio Manager
Wells Fargo Advisors
265 Ocean Avenue
Laguna Beach, CA 92651
Phone: 949.464.6526
Fax: 949.494.0339
tory.k.thomas@wellsfargoadvisors.com

Arlin L. Penner, CIMA®, ChFC®, CLU®, CAP®
Wells Fargo
135 S State College Boulevard, Suite 550
Brea, CA 92821
Phone: 714.255.6109
Fax: 714.255.6101

INSURANCE PROFESSIONALS

Benjamin S. Britt, CFP®, CLU®
Wealth Management Advisor
11111 Santa Monica Boulevard, Suite 300
Los Angeles, CA 90025
Phone: 310.903.5072
Fax: 310.510.6846
benjamin.britt@nm.com

Kelly A. Dunagan, Jr.
1001 Dove Street, Suite 155
Newport Beach, CA 92660
Phone: 949.752.9096

James Brenneis
CA Life/Health #OE78083
10531 4S Commons Dr. #643
San Diego, CA 92127
760-809-0356
jbrenneis@legacybuildersagent.com

Ira Forkish
EPIC
Pinnacle Brokers
725 W Town & Country Road, Suite 500
Orange, CA 92868
Phone: 925.952.8680
Fax: 925.952.8681

Jack Keeter
1251 N Manassero, Suite 405A
Anaheim, CA 92807
Phone: 714.779.9200
Fax: 714.779.9210
jack@jackkeeter.com

Jim Montemer
IWIS, Inc
4782 Katella Avenue
Los Alamitos, CA 90720
Phone: 562.493.2337
jim.fhf@iwis-inc.com

Don B. Saulic, CFP®, CPA
Capstone Partners Financial & Insurance Services, LLC/Mass Mutual
4695 MacArthur Court, Suite 1000
Newport Beach, CA 92660
Phone: 949.660.1717 x342
Fax: 949.660.1991
dsaulic@financialguide.com