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Call Us: (415) 745-1417

  • Home
    • About Us
    • Board of Directors
    • Past Presidents
  • Membership
    • Membership
    • Membership Requirements
    • Membership Categories
    • Attendance Policy
    • Membership Application
  • Members
    • Membership Directory
    • Member Profile Changes
    • Member Event Registration
    • Membership Renewal
  • Calendar
    • Events
    • Newsletters
  • Links
    • SFEPC Bylaws
    • National Estate Planning Council

Board of Directors

President

Miranda Holmes
First Republic Investment Management
415.262.8930

Vice President

Tom Frank
Whittier Trust
415.283.1846

Secretary

John Osborn
Mechanics Bank Wealth Management
415.249.8312

Treasurer

Brandi Chavin
Friedman McCubbin Law Group LLP
415.974.5008

Past President

Katherine Ragusa
Wells Fargo Legal Department
415.396.7682

Directors

Christine Brown
Fiduciary Trust

Beth Kramer
Freeland Cooper & Foreman LLP

Genevieve Larson
Withers Berman LLP

Hilary Pierce
Sideman & Bancroft LLP

Eric Rodriguez
Bessemer Trust

David Sacarelos
Seiler LLP

Rebekah Sapirstein
BNY Mellon Wealth Management

Virginia Sjoberg
The Whittier Trust Company

Contact Us

767 Brannan Place
Concord, CA 94518

(415) 745-1417

info@sfepc.org

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Recent Events

  • Wednesday, January 22, 2020
  • Wednesday, March 18, 2020
  • Wednesday, May 9, 2020
  • Wednesday, September 16, 2020
  • Wednesday, November 18, 2020
  • Wednesday, January 27, 2021
  • Wednesday, March 17, 2021
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