STRAZZERI MANCINI - Key Persons

Job Titles:

• Client Relations Coordinator

Alberto is our Client Relations Coordinator. Since October 2014, he has served as the point of contact between our potential and existing clients and family members, referral sources, advisors and other professionals seeking assistance with estate planning, business planning, estate settlement and elder law from our counseling attorneys. Alberto is able to coordinate the appointment calendars for all the attorneys in order for our clients to meet with them as soon as possible. Alberto efficiently handles the gathering of all client documents in a timely manner and prepares the attorneys' office and telephone consultations. Originally from San Juan, Puerto Rico (yes, a beach bum by heart), Alberto completed his education at The University of Kansas. He called the Kansas City, MO area home for 20 years while he enjoyed and experienced fantastic professional growth in the telecommunications industry in sales, project management, supervisor, group manager and director positions both in KC and southern CA. In January 2000, he relocated to southern CA where he lived in Orange County and Long Beach. Alberto is living in, and loving, San Diego since April 2014. He enjoys music, ocean swimming, quality time with his close friends and sings with over 100 men in 10 annual stage performances.

Job Titles:

• Attorney and Counselor at Law

Experience As a former personal injury civil litigator and business owner, Alexis uses her skills and experience as an attorney to bring peace of mind through proper estate and tax planning. Since 2007, Alexis handled a variety of legal matters, from multi-million dollar complex litigated cases, to civil lawsuits regarding dog bites, vehicle collisions, assault and battery, catastrophic injuries, sexual assault, and sexual harassment in the workplace. She supervised junior attorneys and trained paralegals to assist her team of attorneys. Her efforts resulted in more than $25 million in settlements and verdicts. Through Southern California Institute, Alexis has educated other lawyers and professionals on a variety of subjects including elder law, revocable living trust planning, tax planning, trustee training, asset protection, irrevocable trusts, and other subjects. Currently, Alexis takes pride in supervising the estate planning, trust settlement, and Family Counselor departments with Strazzeri Mancini LLP. She helps affluent families get to the heart of highly relevant matters and resolve messes in the area of integrated tax and estate planning, business succession, and trust settlement. Education

Job Titles:

• Director of Programming

Lina joined the Southern California Institute in January of 2022. She serves as the Director of Programs, Governance Client Coordinator & Shelley Lightfoot's Assistant. Originally from Northern California, Lina has a background in Hospitality Operation Management, Event Coordination and Fashion Production.

Job Titles:

• Strategic Assistant

Ashley joined the Strazerri-Mancini family in March 2020 as the Strategic Assistant and Project Coordinator for the Executive Team and Partners. Her role is to coordinate meetings, assist the partners, and plan for upcoming events. With a bachelor's degree from California State University Northridge, and an 8 year background in Private Aviation, Ashley has an innate drive to provide top notch customer service, and thrives on long lasting personal connections. Ashley grew up in the San Diego area, and when not at the office, you can find her with family, friends, or at a live music event. She also enjoys a hike on one of San Diego's amazing trails or a day at the beach.

Job Titles:

• Family Business Consultant
• Family Business Counselor

Carmen Bianchi has been a Family Business Consultant since 1991. She was the founder and director of the EMC Business Forum at San Diego State University, servicing the growth needs of family and closely held businesses. She was the founder of the University of Texas at El Paso Family Business Forum and was the executive director of the Forum. Ms. Bianchi has relocated to the San Diego area and is the founder and a principal of Carmen Bianchi & Associates, a consulting firm in Family Business. She currently teaches in the College of Business at SDSU to graduating seniors, a class on Family Business Management. As a family business consultant, Ms. Bianchi has served as a facilitator for family business retreats, facilitator for conflict resolution and an advisor on a variety of strategic business issues. Ms. Bianchi is also an expert in family systems and the relationship between family, business ownership and the professional roles within a family firm. Ms. Bianchi received national recognition and was elected to be the President 2007-2009 of the Family Firm Institute, the premier organization in the U.S. for professionals specializing in family business and wealth management. The Family Firm Institute in recognition of her outstanding achievements and contributions to the field of family business advising awarded her fellowship status. She was the Conference Chair for the FFI Global Summit 2013 held in San Diego. Carmen is the recipient of the Barbara Hollander Award, which exemplifies Barbara Hollander's love of education and learning, life-long commitment to social causes, dedication to civic responsibility, belief in the human capacity to change for the better, and belief in giving to others generously. In September 1998, Ms. Bianchi was invited to start a family business forum at the University of Jyvaskyla, Finland where she worked with MBA students on family business issues. At the United States Association for Small Business and Entrepreneurship (USASBE) Conference in February 2000, Carmen Bianchi & Associates was awarded the "Best Workshop Award in Family Business". In January 2004, Ms. Bianchi has been invited by numerous national and international organizations to speak on family business issues. She has taught and put on a number of workshops on family business; June 2008 in Santiago Chile, March 2007 in India at the University of Hyderabad, Hyderabad and the Graduate School of Management in Coimbatore, India, the American University of Beirut where she did a 2 day seminar on family business issues and case studies in May 2006 and in October 2006 she presented a 2 day seminar at the Chinese University of Hong Kong. In December 2010 Carmen ran a 3-day education program for bankers and other financial service providers in Hong Kong for FFI's Certificate Program in Family Business. Carmen was invited to South Africa to speak to family businesses involved in agriculture. She worked with numerous South African families on spouse and family issues. She has been a speaker/presenter at many seminar conferences. In 2014 she presented at The Exit Planning Institute Annual Conference, The Subway Global Convention, Selzer,Caplan Law Firm, UCLA Anderson School of Business, and at the University of Monterrey, Mexico. In 2015 Carmen presented at the FFI Conference in London as well as to IWDC convention in Sarasota, Florida. Ms. Bianchi was born in South Africa where she was brought up in her family's businesses, Bianchi Hotels, Inc. and Bianchi Investment Corp. She was a financial comptroller of South African Breweries Hotel Division. She speaks six languages, having completed her high school in Florence, Italy and attending the Sorbonne University in Paris. She received both her Bachelor's and Master's degrees from the University of Texas, El Paso. When not consulting to family business, Carmen spends as much time as she can with her family especially her 8 grandchildren. Or she can be found playing tennis, bridge, hiking, bicycling, skiing, and visiting art galleries, Opera and theatre. She serves on several charitable boards in her community.

Job Titles:

• Staff Member

Carol was a paralegal, the Client "Signing Coordinator", and Client Liason for the Firm. She supervised the signing of estate planning and other documents and is therefore able to interact on a personal level with our client "family" as well as the Firm's team members. Carol brought a ten-year background of mortgage banking and thirty years of administrative abilities and previous legal experience to the Firm.

Job Titles:

• Strategic Assistant

Catherine Michael, thinks most bios are pretty boring wants to live in a world where laundry folds itself and Mom's get to wear the super hero capes they've already earned. She is a mother to 3 children and when not working you can find her swimming, cycling or running. She is very involved in her community and enjoys volunteering as a mentor for teens and young adults. Catherine grew up in Orlando, FL then attended college in Charlotte, NC, where she has been a resident since 1995. In October of 2021 she moved to Coronado to join the Strazzeri - Mancini team as Joe's Strategic Assistant/ Paralegal. Catherine is experienced in accounting, office management, real estate, paralegal and nursing where she worked over 10 years as an Emergency Room Registered Nurse. She has a passion for organization and quality work, is driven and highly motivated. Education: Catawba College - 1999 Bachelor of Science in Sports Medicine Rowan Cabarrus Community College - 2001 Associate Degree Nursing

Job Titles:

• Strategic Assistant

Daniella joined Strazzeri Mancini in February of 2022. She serves as the Strategic Assistant for the Estate Settlement department and Assistant to Kate Langmore. Daniella is dedicated to providing customers with a personally satisfying and pleasant experience. Education: Daniella has a B.A. in Global Studies and a Minor in Sociocultural Linguistics from UC Santa Barbara.

Job Titles:

• Attorney & Counselor at Law

Job Titles:

• Wealth and Business Strategist

David Holaday has over 30 years of experience as a financial consultant. He is the founder and Managing Member of Wealth Design Consultants, LLC, which offers case design, analysis, and presentation services to organizations and individuals that serve high net worth clients. Clients of the firm include lawyers, financial advisors, family offices and charities. He has a national reputation for developing unique and comprehensive solutions for complex family situations and often collaborates with the client's existing tax, legal, insurance, and investment advisors. Previously he co-founded and later sold The Wealth Design Center (a technology, training, and consulting firm) to a publicly traded company. Dave also served as Director of Intellectual Property at Renaissance Inc., an Indianapolis-based provider of charitable consulting and trust administration services. Areas of Expertise Individual wealth transfer strategies

Job Titles:

• Attorney & Counselor at Law

Job Titles:

• Attorney

Since 2005, Jane has been the comptroller of the firm and its associate companies. She handles all aspects of the firms' finances. She is also the accounting liaison for the firms' "Laureate Clients" and uses her extensive knowledge to gather and compile each client's information so that the firm and the client can reach their Estate Planning goals.She has been involved in the Accounting/Bookkeeping field for over 20 years. Originally raised in the Air Force, Jane found San Diego in 1986 and considers it to be her "home". She and her husband Bill have been married since 1988 and have four sons and two grandchildren.

Job Titles:

• Attorney & Counselor at Law
• Counselor and Attorney for Successful Families and Business Owners. Educator for Wealth Advisors. Speaker and Author

Job Titles:

• Attorney and Counselor at Law

Job Titles:

• Legal Clerk

Kevin was originally hired in 2003 (he found the firm via the San Diego Union Tribune - can you even do that anymore?) and began as a Strategic Assistant in our Trust Settlement Department. He is currently the lead assistant in the Estate Planning Department where he supports the firm in drafting estate plans and other legal documents for our clients. In his spare time, Kevin enjoys spending time with his wife, two young children and, of course, appreciating America's Finest City (including its wonderful weather as he is a native of Buffalo, New York - brr).

Job Titles:

• Director of Digital Technologies and Director of First Impressions

Mike continues to grow both professionally and personally. He currently works as the firm's Director of First impressions and Director of Digital Technologies. Personally, Mike can often be spotted throughout San Diego with his dogs Boots and Bandit. Their favorite Sunday afternoon activity is laying in their back yard, the OB dog beach while Boots plays with the other dogs. He spends his fall, winter, and spring months enjoying the San Diego Gulls and the Los Angeles Kings. His patience in awaiting the return of the San Diego Gulls and professional hockey to San Diego has been fulfilled. He has formerly served as the Vice President of The Colony, a Gulls' fan-based Booster and Community Support Club and facilitated the transition of the Colony to be the Official Booster Club of the San Diego Gulls. He continues to root for the Los Angeles Kings' in their drive for their third Stanley Cup.#LetsGoGulls #GoKingsGo

Job Titles:

• Attorney and Counselor at Law

Education Trinity College graduate in 1980 (BA in English and Psychology), Hartford, Conn. Graduated California Western School of Law 1984 Cum Laude, San Diego, CA. Professional Membership Member of The California Bar, Member of the San Diego County Bar, Member of Criminal Defense Bar Association, Instructor and Speaker at the Southern California Institute Practice Areas Domestic violence, DUI, Juvenile Crime, Drug Crime, Theft, Sex Crimes, Elder Abuse, Bail & Release, Immigration, Probation, Violent Crime, DMV hearings, and many more

Job Titles:

• Executive Director

As a life-long financial and legal services professional, Shelley's unique combination of experience, passion, and creativity are an excellent contribution for her objective of helping wealth advisors attract and engage clients through collaborative efforts with other advisors. Since early 2009, Shelley has enjoyed her role as the Executive Director and Partner in 4 unique brands:

Job Titles:

• Leader
• Director - Wealth Strategies Department

In September 2021, Sofia joined the Law Firm of Strazzeri Mancini LLP and currently works in the Wealth Strategies department. She brings a diverse background and has worked in financial services since 1998. Her background includes banking, accounting, commercial lending, life insurance & wealth management. She loves learning about the firm's client's, their businesses & making a difference in their lives. Education Sofia has a bachelor's degree in International Economics from San Diego State University. Sofia is a dynamic leader and actively gives back to her community. Since 2013, she's been serving on the Board of Directors at Southwestern Community College Foundation and also mentors college students. She's a seasoned Toastmaster at San Diego Toastmasters 7 and provides financial education to her community. Sofia has completed a Women's Leadership course, amongst other personal growth courses and is an active volunteer staff for PSI Seminars.

Job Titles:

• Attorney and Counselor at Law