(949) 375-7967
www.LagunaBeachCF.com

 

Laura Tarbox, CFP - Chair
• Laguna Beach resident since 1980
• President and founder of The Tarbox Group, Inc., a fee-only wealth advisory firm with offices in
   Newport Beach, and Palo Alto, CA
• Has served on various financial industry boards and taught CFP classes for 20 years, the last 18 at
  UC Irvine, where she received the Distinguished Instructor Award in 1997 and was the Financial
  Planning Program Director
• Volunteer, SchoolPower Endowment and Capital Fund
• Volunteer, Laguna Beach Community Clinic
• Volunteer, Laguna Canyon Foundation
Bob Dornin - Vice Chair
• Laguna Beach resident since 1975
• Realtor with Coast Sotheby's International Realty
• Certified Public Accountant, Licensed in State of California
• Previous CFO of publicly held companies
• Volunteer, SchoolPower
• Volunteer, Boys & Girls Club
Mary Fegraus - Secretary
• Laguna Beach resident since 1973
• Founding Trustee for Laguna Beach Community Foundation
• Trustee for Laguna Beach High School Scholarship Foundation, 1985 to date
• Founding executive director for Laguna Canyon Foundation, 1990-2007
• Past Laguna Beach Girl Scout Service Unit Chair, Director for Laguna Greenbelt, Inc.
• Former Laguna Beach Planning Commissioner
Robert L. Gamez, CPA - Treasurer
• Laguna Beach resident since 1969
• Founder and owner of Robert L. Gamez, CPAs
• Past and present member of Boards of Directors for organizations which benefit education
  and youth programs
• Volunteer for Girls Club of Laguna (now known as Girls and Boys Club), Laguna Beach Boosters,
   SchoolPower, and the Laguna Beach Playhouse
• Assists various organizations in their management and accounting systems
W.L. Lyons Brown - Planning and Budget
• Resident of Laguna Beach since 1995
• CEO, Altamar Ventures, LLC, Corona del Mar, CA
• Treasurer, W. L. Lyons Brown Foundation
• Education: BA and MBA from The University of Virginia
• Trustee, A. B. Freeman School of Business, Tulane University
• Entrepreneur-in-Residence, A. B. Freeman School of Business, Tulane University
• President of the Board of Trustees, St. Margaret's Episcopal School (2008-2009),
  Trustee 2005-2009, San Juan Capistrano, CA
• Director, National City Bank, Louisville, KY 2000-2003
• Director, J. B. Speed Museum of Art, Louisville, KY 2000-2003
• Director, Lenox China and Crystal, Lawrenceville, NY 1999-2003
  
Amanda J. Ferrari, JD, CFRE
• Resident of South Orange County since 2003
• President & CEO and Co-Founder of Ferrari Philanthropic Consultants, Inc.
• Past President of the Association of Fundraising Professionals
• Past President of the Planned Giving Round Table of Orange County
• Member of the Orange Coast Estate Planning Council
• Past board member of Human Options
• Has provided Estate and Gift Planning, major gift fundraising, and capital campaign counsel to over
   50 nonprofit organizations in Orange, Los Angeles, Riverside and San Bernardino counties.
Robert Sheldon, JD
• Resident of South Orange County since 2003
• Managing Partner and Co-Founder of Ferrari Philanthropic Consultants, Inc.
• Current board member of the Association of Fundraising Professionals
• Member of the Orange Coast Estate Planning Council
• Past Board Member of the Men's Support Group of Human Options Orange County
• Has provided Estate and Gift Planning, major gift fundraising, and capital campaign counsel to over
   50 nonprofit organizations in Orange, Los Angeles, Riverside and San Bernardino counties.
Amanda Claypool
• Administrative Assistant
  

Rick Balzer
• Laguna Beach resident since 1949
• Realtor with Prudential California Realty
• Active in Laguna Board of Realtors (Realtor of the Year 1973)
• Served on Parking & Transportation Committee, Glenneyre Street and Arch Beach Heights study
  committees
• Former board member Boys & Girls Club
• Current board member Laguna Art Museum
Richard Crum, CFP; RIA
• Laguna Beach resident since 2001
• President of RS Crum Inc., a company that since 1976 provides a wide range of financial and wealth
  management advice to individuals, corporations and trusts
• Former board member, American Cancer Society

Peter Kote, J.D.
• Laguna Beach resident since 1992
• Founding Trustee for Laguna Beach Community Foundation
• Founder and President of Professional Fiduciary Services
• Board member and officer of Laguna Canyon Foundation
• Past–President of the Planned Giving Committee of Orange County
• Past board member of SchoolPower Endowment Fund
• Former Laguna Beach Open Space Committee Chair

Wayne Peterson
• Laguna Beach resident since 1973
• Founding Trustee for Laguna Beach Community Foundation
• Former Manager, Pacific Mutual Life, Group Pensions Department
• Former Teacher, English as a Second Language, Century High School, Santa Ana Unified
• Served as Mayor, and elected to the Laguna Beach City Council in 1991 and again in 1995
Michael Pinto, Ph.D.
• Laguna Beach resident since 1977
• Founding Trustee for Laguna Beach Community Foundation
• Founder and president, Laguna Canyon Foundation
• Founder and past president, Laguna Beach Education Endowment Fund
• Vice Chair, Orange County Great Park
• Past President, SchoolPower
• Co-chairman of the Advisory Board, San Diego University, School of Leadership and Education
  Sciences, Institute for Nonprofit Education and Research
• Board chairmanships and pro bono advisory positions to numerous nonprofits