Greg Custer
Chair
gcuster@whittiertrust.com
 
Greg Custer is an Executive Vice President and Manager, Orange County, Administration in Whittier Trust’s Costa Mesa office. Greg provides client administrative services to a wide range of client profiles with a focus on the very high net worth individual. Greg advises clients on matters ranging from estate plans, gifting, and real estate, to various concierge services. He provides a type of service that allows the clients to manage their affairs by delegating certain aspects to their professional team. His expertise has grown to include assisting with and managing a team of professionals while also providing a wide range of advice on many issues including real estate, aviation, lending and significant item purchases. Prior to joining Whittier Trust, Greg spent a number of years with First Interstate Bank, City National Bank in Beverly Hills and then Citizens Business Bank in Pasadena, managing personal trust accounts and his clients’ real estate assets. Greg received his Bachelor of Arts degree in Business Administration and his Bachelor of Science degree in Economics from the University of Puget Sound. He is a graduate of Cannon Financial Institute’s Trust School and holds the Certified Trust and Financial Advisor (CTFA™) designation. Greg is a past President of the Southern California Trust Officers’ Association, The Fiduciary Round Table and former board member of San Marino Rotary, South Pasadena San Marino YMCA, 5 Keys Estate Planning Council of Glendale Adventist Hospital and the Estate Planning Council of Arcadia Methodist Hospital. Greg on the board of YMCA of Orange County, Orange Sherriff’s Advisor Council is also a Director for The Tournament of Roses and has served as a chair on several committees most recently overseeing the television stations for the parade.
Erin Fukuto
Treasurer
efukuto@rpgcpa.com
 
Erin Fukuto, Certified Public Accountant, heads Raimondo Pettit Group’s estate, gift, and trust services with offices in Irvine and Torrance. She specializes in income tax and estate planning with an emphasis on minimizing taxes, increasing corporate profits and individual net worth, and helping not-for-profit organizations maintain their tax exempt status. Erin has over twenty years of experience in public accounting providing tax compliance services and consulting for high net worth individuals, closely held businesses and not-for-profit organizations. Erin graduated from USC with a B.S. in Accounting and completed her Masters’ Degree at Golden Gate University. Along with being a board member on the Orange County Estate Planning Council, she is the former Chairman of Orange County/Long Beach Estate Planning Interest Group, Member of the CalCPA State Estate Planning Committee, and member of the Society of Trust and Estate Practitioners. Additionally, Erin is a founding member and officer of the Orange County Chapter of Advisors in Philanthropy and a member of the Professional Advisory Council for Children’s Hospital of Orange County.
Yana Weaver
Vice Treasurer
yana.weaver@lslcpas.com
 
Yana Weaver has over twenty years of experience in private and public accounting experience and extensive experience in many areas of taxation. She is serving clients in manufacturing, healthcare and real estate industries providing them with entity planning support, transaction structuring, buy/sell agreements, practice entry and exit strategies, cross-border transactions and other important financial matters. Yana’s area of expertise is U.S. international taxation and compliance. She provides international taxation consulting to the firm’s foreign-owned corporate clients as well as US-resident clients doing business abroad. ana’s background includes, among other services, extensive experience in revenue recognition for tax purposes, Section 382 issues (Net Operating Losses), preparation and review of provisions for current and deferred income taxes under ASC 740 (formerly FAS 109 and FIN 48), analysis of overhead allocations for the purpose of uniform inventory capitalization rules (Section 263A), and related party transactions. Yana has an M.B.A. degree in Finance, University of California, Irvine M.S. degree in Taxation, Golden Gate University B.S. degree in Business Administration with a Finance & Banking emphasis, Russian Economic Academy.
Sharon Buck
Secretary
SAB24@ntrs.com
 
Sharon Buck has over 25 years of experience in the financial services industry. She served as Assistant Vice-President for National Financial Partners (NFP) where she provided advisory services to corporate executives, private business owners, entrepreneurs and wealthy families. Prior to joining Northern Trust, she and her husband founded a financial services company in Silicon Valley, Atlantis Financial Group and Integrated Planning Solutions, where they provided financial analysis and recommendations on a variety of estate, retirement, and business planning matters. She graduated from Shenandoah University with a bachelor’s degree in education, completed the financial planning designation from The American College, and has been accepted to the California Lutheran University’s MBA program with a specialization in financial planning. She holds the advanced professional designations of Certified Financial Planner, Certified Trust Financial Analyst, Enrolled Agent (tax), Trust & Estate Practitioner, Chartered Financial Consultant, Certified Exit Planning Advisor, Accredited Divorce Financial  Analyst, and Chartered Life Underwriter. She is licensed in Life & Health, Life Settlements, Long-Term Care, Annuities, and Property Casualty Insurance.
J Barnes
SIG Officer
jbrb@capgroup.com
 
J Barnes is a Senior Vice President and Investment Counselor for Capital Group Private Client Services. J works directly with high net worth individuals and families to create customized plans for protecting and growing their wealth, often across multiple generations. He also helps nonprofit foundations and endowments to pursue their long-term financial objectives through effective planning and investment management.
 
Prior to joining our organization in 2012, he was a managing director and head of equity research sales at Knight Capital Group. Before that, he was a senior managing director and global head of research sales at Bear Stearns & Co. and was part of the institutional team at Sanford C. Bernstein & Co. J earned a BS in marketing from Fairleigh Dickinson University.
 
He is chairman of the board of directors at Campbell Hall, an independent school in Studio City, California and is a member of the Society of Trust and Estate Practitioners.
 
J Barnes is a Senior Vice President and Investment Counselor for Capital Group Private Client Services. J works directly with high net worth individuals and families to create customized plans for protecting and growing their wealth, often across multiple generations. He also helps nonprofit foundations and endowments to pursue their long-term financial objectives through effective planning and investment management. Prior to joining our organization in 2012, he was a managing director and head of equity research sales at Knight Capital Group. Before that, he was a senior managing director and global head of research sales at Bear Stearns & Co. and was part of the institutional team at Sanford C. Bernstein & Co. J earned a BS in marketing from Fairleigh Dickinson University. He is chairman of the board of directors at Campbell Hall, an independent school in Studio City, California and is a member of the Society of Trust and Estate Practitioners. J is based in our West Los Angeles office.
Anna Fedosova-Caldera
Business Development Officer
anna.caldera@usbank.com
 
Anna Fedosova-Caldera is Vice President and Senior Trust Advisor at US Bank, Private Wealth Management. Anna provides comprehensive and sophisticated estate and tax planning to families, businesses, professional service companies, charities and endowments. Prior to joining US Bank, Anna handled complex trust administration, legal research, discretionary requests and estate settlement at Wells Fargo Bank, Wealth Management division. Anna has more than 14 years of experience in trust administration and fiduciary services. As Trust Officer and Relationship Manager at her previous employer, First Bank, Anna administered and managed all types of trust and agency accounts. In addition to fiduciary services, Anna handled estate settlement, planning for charitable gifting and family business succession as well as financial planning and business development for the Wealth Management Group.

Anna has a Bachelor‘s of Science from Moscow University (MGU) and a Master’s Degree in Finance from Moscow University of Economics, Statistics and Information (MESI). She is a Certified Trust and Financial Advisor (CTFA), and a member of the Orange County Estate Planning Council and the Society of Trust and Estate Practitioners. Anna is fluent in Russian.
STEP ORANGE COUNTY
administrator@stepoc.org
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