Noticias

Antoinette Vojtech is the Executive Director for Principal Gifts and Campaign at California State University Sacramento. In her role, Antoinette serves as the University’s chief principal gifts strategist leading all principal giving efforts while also managing university-wide campaign efforts. With a goal to proactively build and deepen relationships with individuals or organizations to inspire transformational…

Eric Johnson was formerly a Partner at GNT Solutions, an IT consulting firm helping small and medium businesses deploy, maintain, and protect their technology. Prior to joining GNT Solutions, he was the CIO and head of Information Security for River City Bank headquartered in Sacramento. With his experience keeping data highly available and secure for…

Stephen F. Boutin has successfully defended numerous investment disputes involving complex limited partnerships, tax shelters and securities, and acted as lead litigation counsel for over 7,000 plaintiffs nationwide in a successful securities fraud action. He also successfully represented plaintiffs before FINRA, the New York Stock Exchange, the National Association of Securities Dealers and the Pacific…

Since 1997, Rani has helped a select group of individuals, families and business owners build, manage, and protect their wealth. Her practice is built upon the four cornerstones of comprehensive wealth management: Investments, Liability Management, Estate Investment Planning, and Risk Management. Rani utilizes a disciplined, client-centric approach of listening and then understanding clients’ goals and…

Damaris is currently a Member of the Board of Directors for the Sacramento Estate Planning Council and is also a former Chairwoman of the Board for the Sacramento Asian Pacific Chamber of Commerce. Her other memberships include: Audit Committee Member for the Placer Community Foundation; Member of the American Institute of Certified Public Accountants; and…

Laura, a Certified Financial Planner™ Professional, has been helping people gain financial confidence and providing a road map toward their life goals for more than 30 years. She has a Bachelor of Arts in Economics from the University of California, Los Angeles. Her professional involvement includes Sacramento Estate Planning Council, the Financial Planning Association of…

Michael is Senior Vice President, Wealth Management, at UBS. He is a Certified Financial Planner™ and has been a volunteer Director at California Musical Theatre Foundation. He is a member of the Sacramento Estate Planning Council, Northern California Financial Planning Association, and Investment Management Consultants Association. Michael has a degree from Sacramento State.

Alysia is a certified trust and fiduciary advisor servicing the Sacramento metropolitan area. Alysia has a bachelor’s degree from San Diego State University and is a past president and member of the Sacramento Estate Planning Council and a member of the South Placer Estate Planning Council. Alysia enjoys building relationships and helping clients implement their…

Donna Courville specializes in estate planning for individuals who want to transfer their wealth to their families, transition family businesses or leave charitable legacies. She focuses on tax planning to minimize estate, gift and income taxes and planning for blended families. Donna has extensive expertise in post-death trust and estate administration, preparation of federal estate…

Kay is a shareholder in Weintraub Tobin’s Trusts & Estates group. She advises individuals and families on all aspects of Estate & Tax planning, including family trusts, wills, powers of attorney, health care documents, life insurance trusts, education trusts, charitable giving, business succession planning, gifting programs, and family business entities such as limited liability companies…

Bill joined CAPTRUST in 2021 from Pacific Investment Consultants — an independent advisory firm — where he was a partner, wealth management and endowment and foundation financial advisor. With over 30 years of experience, he specializes in providing investment planning to endowments and foundations, high-net-worth individuals, and corporate retirement plans. Prior to Pacific Investment Consultants,…

Kate’s practice focuses on foundational and complex estate and gift planning, tax planning, and post-death trust administration. She has extensive experience working with blended families, same-sex couples, unmarried couples, and families with special needs. Additionally, she works with clients to structure irrevocable tax-planning trusts, including grantor trusts, ILITs, GRATs, SLATs, QPRTs and charitable trusts. Her…

Steven Weiss, president of The Weiss Group, is a seasoned business strategist with more than 25 years of experience at some of Northern California’s most prominent public, private, and nonprofit organizations. Weiss excels in helping clients evolve, expand, and succeed by developing strategic focus, growing organizational capacity and achieving business objectives. Prior to establishing The…

Renee Nunes Taylor is a Sacramento Community Leader with decades of involvement in private, nonprofit, and government entities. Currently, she serves as Board Vice-Chair of the Sacramento Botanical Garden—her passion project—helping to bring a significant new community amenity to the Sacramento region. Her past professional positions have included President & CEO of the Northern California…

Scott Syphax is the CEO of Syphax Strategic Inc., a full-service management consulting and business development firm focused on the real estate development, financial services, and healthcare sectors. Previously, Mr. Syphax was the Chairman & CEO of The Nehemiah Companies, a Sacramento, California-based social enterprise and real estate development firm where he managed the Nehemiah Community Reinvestment…