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Board of Directors for
2008
| Mark K. Rylance, CFP® | 
| President |
RS Crum, Inc.
4 Upper Newport Plaza Drive, Ste. 201
Newport Beach, CA 92660
Phone 949- 428-9696
Fax 949-428-9680
mark.rylance@rscas.com
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| David L. Reagan, CFP® |
| Chairman |
City National Bank
18111 Von Karman, Ste. 110
Irvine, CA 92612
Phone 949-223-4020
FAX 949-223-4050
Cell 949-230-7667
David.reagan@cnb.com
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| Kin Lindgren |
| Secretary |
Financial Management Network, Inc.
26041 Acero
Mission Viejo, CA 92691
Phone 949-455-0300
Fax 949-455-0303
klindgren@fmncc.com
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| Scott Anderson, CFP® |
| Treasurer |
| Dr. Dennis K. Barker, CFP® |
| President Elect |
Anchor Capital Management Group, Inc.
16140 Sand Canyon Avenue, Ste. 101
Irvine, CA 92618
Phone 949-341-0000 Ext. 13
Fax 949-341-0001
dbarker@anchor-capital.com
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| Nancy J. Carr, CFP® |
| Communications Chair |
Carr Financial Services
23232 Peralta Drive, Ste. 110
Laguna Hills, CA 92653
Phone 949-855-0324
Fax 949-855-4048
njcarr@earthlink.net
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| Carolanne Chavanne, CFP® |
| Partners Program Chair
Community Service |
Care Financial Planning
30025 Alicia Pkwy #227
Laguna Niguel, CA 92677
Phone 949-637-4130
Fax 949-495-5785
cmchavanne@cox.net
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| Sandra C. Field, CFP® |
| Community Advisory
Council Chair |
Asset Planning, Inc.
4281 Katella Avenue, Ste. 101
Los Alamitos, CA 90720
Phone 714-827-5794
Fax 714-995-4992
Sandra@assetplanninginc.com
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| Lauren Klein, CFP® |
| Planners Resource
Day Chair |
Klein Financial Advisors, Inc.
4299 MacArthur Blvd., #100
Newport Beach, CA 92660
Phone 949-477-4990
Lauren@kleinadvisors.com
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| Aaron Newland, CFP® |
| Public Relations Chair |
First American Trust
520 North Central Avenue, Ste 715
Glendale, CA 91203
Phone 818-550-2511
Mobile 562-673-2445
anewland@firstam.com
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| George Agopian, CFP® |
| Membership Chair |
Agopian & Uyeno, LLC
2700 N. Main St., Suite 850
Santa Ana, CA 92705
Phone 714 547-4008
georgea@aubenefits.com
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| Evelyn Zohlen, MBA, MS, CFP® |
| Education |
| Steven Y. Okamura |
| Allied Professional Chair |
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