Anna joined Columbia Trust Company in 2025, bringing two decades of extensive experience in senior fiduciary roles within several prestigious institutions. Before joining Columbia Trust Company, Anna held the role of Chief Fiduciary Officer at her previous institution, overseeing wealth management services with a focus on sophisticated wealth and tax planning for ultra-high net worth individuals, businesses, charities, and endowments. Anna has managed substantial client portfolios and executed complex trust administration and estate planning strategies.

Recognized as one of the leading figures in her field, Anna has been honored with several accolades, including being named among the "Top 50 Women Leaders of Los Angeles 2022", "America’s Top Ten Women of Distinction in 2022", and "The 10 Charismatic Women Leaders Inspiring the Business World in 2022". Her expertise has been acknowledged by various media publications, with her designation as Chief Fiduciary Officer in 2023 receiving particular acclaim.

Anna earned a Bachelor of Science Degree at Moscow University in Russia, before pursuing a Master’s Degree in Finance at the Moscow University of Statistics and Economics. Anna furthered her education by obtaining an MBA from the Paul Merage School of Business at the University of California, Irvine.

Certified as a Trust and Fiduciary Advisor (CTFA) and registered as a Trust and Estate Practitioner (TEP), Anna is actively involved in professional associations such as the Orange County Estate Planning Council, Orange County Women Lawyers Association, ACG OC Chapter, and the Society of Trust and Estate Practitioners (STEP OC), where she serves on the board of Directors.

Anna is multilingual, proficient in English, Russian, and holds moderate proficiency in German, enhancing her ability to connect with a diverse clientele and navigate international business environments effectively.

Fei Zhao’s experience includes providing tax compliance and domestic and international tax consulting services to closely held businesses such as partnerships, limited liability companies, C Corporations, and S Corporations. She has successfully represented many clients before the Internal Revenue Service and the California Franchise Tax Board to resolve tax notices and audit examinations.

Fei specializes in serving high net-worth multi-generational families and closely held business owners in areas related to estate and gift tax, post-mortem tax planning, fiduciary income tax, generation-skipping transfer tax, and business succession planning.

Fei provides tax compliance and consulting services for international investors on income and estate tax planning, strategic planning for investment in the U.S. real estate market, and pre-immigration tax planning.

Fei earned both a B.S. in Commerce with Concentration in Accounting and a M.S. in Taxation from the University of Virginia. She is a member of the California Society of Certified Public Accountants and a member of the Orange County Estate Planning Council. Fei is fluent in both written and spoken Chinese.

Cynthia "Cindy" Brittain is a private wealth services attorney in Holland & Knight's Los Angeles and Newport Beach offices. Ms. Brittain works closely with private clients in the U.S. and around the world, designing efficient strategies that maximize tax benefits for individuals and their companies while meeting personal wealth transfer and business succession needs.

Renee Gabbard provides her clients—including privately held businesses, high net worth clients, and charitable organizations—a wide range of legal services including all aspects of income, capital gains, gift and estate tax planning, charitable planning, advanced wealth and business succession planning, capital gains tax deferral techniques, acquisition, sale and liquidity planning, private corporate structuring, asset freeze techniques, family office planning, insurance planning, trust tax planning, and trust administration. Her experience includes business succession and wealth planning for high net worth families and families with concentrated stock, real estate, sports teams and/or privately held businesses. Renee provides these services by combining two disciplines, the Federal Gift and Estate Tax with the formation and taxation of privately held pass through entities such as limited partnerships, LLCs, and S Corporations.

Kelly Cruz is an estate planning attorney based in Orange County, California with more than fourteen years of experience working with high net worth families and individuals. Kelly is a Partner and Director of Strategic Planning for Aspiriant, a national independent RIA with more than $12 billion of assets under management. Kelly also represents clients throughout California, including Orange County, Los Angeles, and San Francisco, as a Partner of her law firm, Primiani, Stevens, Cruz & Punim. Kelly has extensive experience serving affluent families and corporate executives with assets ranging from $5 million to $1 billion. Her work includes traditional trusts and wills, sophisticated wealth transfer techniques, real property transfers, business succession planning, philanthropy planning, valuation issues pertaining to wealth transfer planning, and federal gift tax returns. In her role at Aspiriant, Kelly works closely with client service teams to help clients make sound financial decisions by providing context and offering estate planning solutions that integrate estate planning, investments, taxes, cash flow, and family goals.

Kelly earned a B.A. in Psychology from the University of California, Irvine, graduating cum laude and a member of Phi Beta Kappa. She then went on to earn her J.D. from Pepperdine University School of Law. She is a member of the California Bar Association, the State Bar of California, and STEP-Orange County.

Greg E. Custer, CTFA, TEP 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.

Dawn Austin is responsible for overseeing all aspects of the Orange County region’s fiduciary practice, including oversight of all trust relationships, management and mitigation of fiduciary risk, review of all new trust business, and oversight of all court related matters including administrative petitions and fiduciary litigation. Dawn also works with select Wealth Management clients and their advisors to develop integrated tax and estate plans and wealth management strategies.

Before joining Northern Trust, Dawn was a practicing attorney with a Trust and Estates firm in Philadelphia. Her practice focused on tax and estate planning for high net worth individuals and families. She then spent several years as a Senior Trust Officer in Orange County where she provided trust administration, estate planning and financial education services to wealthy individuals and families.

Dawn received her Bachelor’s Degree from Princeton University and her Law Degree and LL.M. in Taxation at Villanova University School of Law.

Dawn is a member of the Orange County Estate Planning Council, the Orange County Bar Association, STEP, and the American Bar Association Trusts and Estates Section.

In the community, Dawn is on the Board of Directors of Girls, Inc. of Orange County and the Basset Hound Rescue of Southern California, and is a member of the Junior League of Orange County.

Wade Hansen, CPA, is Chairman and Chief Executive Officer of Cabrillo Advisors, an independent business valuation and financial advisory firm headquartered in San Diego, with offices in Austin, Boston, Los Angeles, New York, Orlando, and Palo Alto.

Wade brings more than 30 years of experience in senior advisory, deal execution and business valuation for private and public companies, attorneys, fiduciaries and high-net-worth families. His practice includes trust and estate valuation, gift and estate tax matters, fairness and solvency opinions, and transaction support.

Prior to founding Cabrillo Advisors and its predecessor firm, MHT Partners in Dallas, Wade was a founding principal at Dell Ventures in Austin, where he invested in software, semiconductor, business services and internet companies. He later led origination and sector coverage in technology, healthcare and life sciences at Intrepid Investment Bankers. Wade began his postgraduate career at McKinsey & Company, advising technology and pharmaceutical clients on M&A and post-merger management, and started his career in the audit practice of Ernst & Young.

Dawn is a member of the Orange County Estate Planning Council, the Orange County Bar Association, STEP, and the American Bar Association Trusts and Estates Section.

Wade holds an MBA with distinction from Northwestern University's Kellogg School of Management and a bachelor's degree in accounting, summa cum laude, from San Diego State University. He is a licensed CPA in the State of Texas and holds FINRA Series 7, 24, 63 and 79 licenses.