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. He advises clients on matters ranging from estate plans, gifting, and real estate, to various concierge services. 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 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.
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 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.
Speaker Programming Officer
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.
J earned a BS in marketing from Fairleigh Dickinson University. He is a past chairman of the board of directors at Campbell Hall, an independent school in Studio City, California, is a member of the Society of Trust and Estate Practitioners, and is a member of the Advisory Council of the Financial Planning program at California Lutheran University.
Business Development Officer
Fedosova-Caldera, MBA, CTFA, is a Vice President and a Senior Trust Officer at US Bank, Private Wealth Management. Anna provides services to the Private Wealth management clients, with an emphasis on sophisticated wealth and tax planning, fiduciary services and trust administration for families, businesses, business owners, charities and endowments. As a member of a comprehensive wealth management team in Orange County, California, Anna focuses on building lasting client relationships, partnerships and thoughtful collaboration. In particular, Anna identifies needs for advanced planning and coordinates the execution with external and internal partners.
Prior to joining US Bank, Anna was a Vice President and a Senior Trust Officer at Wells Fargo Bank, Wealth Management division, managing an impressive portfolio of clients and handling complex trust administration with emphasis on legal and tax research as well as sophisticated and advanced estate planning. Anna has 15 years of experience in trust administration and fiduciary services after starting her career at Frist Bank, Wealth Management group as a Trust Officer and Relationship Manager.
Anna graduated from Moscow University (MGU) with a B.A. in Science, Moscow University of Economics, and Statistics and Information (MESI) with a Master’s Degree in Finance (MSF), and University of California Irvine, the Paul Merage School of Business with an M.B.A.
Anna is a Certified Trust and Financial Advisor (CTFA) and is a Registered Trust and Estate Practitioner (TEP). She is a member of the Orange County Estate Planning Council and the Society of Trust and Estate Practitioners (STEP). Anna serves on a board of STEP OC as International Ambassador. Complementing her professional and international background, Anna speaks fluent Russian and German.
Paul Hynes is a Certified Financial Planner (CFP®) professional and financial advisor with more than 35 years of experience. Paul is the founder, President and CEO of HearthStone|Private Wealth Management, a fee-only investment management and financial planning firm with offices in Irvine, Temecula, and San Diego.
A native Bostonian and graduate of the University of Virginia, Paul spent the first 22 years of his career with a large Wall Street investment firm. He’s led HearthStone since 2006.
Paul is a member of Society of Trust & Estate Practitioners (STEP), National Association of Personal Financial Planners (NAPFA), Financial Planning Association (FPA), Professional Fiduciary Association of Ca. (PFAC), as well as several Bar Associations and Estate Planning Councils.
Paul is the founder of two other organizations: Senior Safe & Sound – a non-profit entity dedicated to educating and protecting seniors from financial abuse and exploitation; and Women on the Mark – an educational program that introduces women to firearms and firearms safety.
Cindy Brittain is a partner at Katten Muchin Rosenman LLP. She is in the firm's Trusts and Estates practice, focusing on domestic and international estate and tax planning. She assists family business members with succession planning and advises her clients on tax mitigation strategies. Cindy partners closely with clients to design efficient plans that satisfy their goals. She advises on the effective use of multi-state jurisdictions for effective state income tax planning. Cindy frequently addresses fiduciary and legal issues that arise during trust administration. Her work with entertainment clients with special assets includes providing creative solutions through advanced planning techniques. Cindy has deep experience in international cross-border planning, advising large global families and their wealth transfer strategies. Her experience bridges private client and cross-border corporate integration.
Prior to joining Katten, Cindy was the director of Inbound Wealth Advisory and a senior fiduciary officer at an international financial institution, where she assisted clients with their cross-border strategies. She worked with the company's Delaware office to establish foreign trusts with interposed foreign corporations. Cindy also advised on pre-immigration planning, using eligible check-the-box corporations, defective section 351 transactions and non-qualified preferred stock for cost-basis step-up.