• Legal Services for Seniors Announces 2013-14 Board

    Legal Services for Seniors has elected a new slate of officers to serve as their executive board of directors for the 2013-2014 fiscal year:   Mr. Donald Leach, Esq., President.   Mr. Mike Leavy, CFA, Co-Vice President.   Mr. John Kesecker, Esq., Co-Vice President.   Ms. Carol Anne Kolb, CPA, Treasure. Ms. Lynn Lozier, Esq., Secretary.

    Mr. Donald Leach, Esq. is a Certified Specialist in Estate Planning, Trust and Probate Law pursuant to the State of California Board of Legal Specialization.

    Mr. Mike Leavy, CFA is the Chief Investment Officer for Integris Wealth Management, a financial planning and investment management Services Company and a holder of the Chartered Financial Analyst (CFA) designation since 1991.

    Mr. John Kesecker, Esq. with the law firm of Fenton & Keller works in the areas of business transaction, real estate, and estate planning, probate, and trust administration extensively with businesses in the Salinas Valley and the agricultural industry.

    Ms. Carol Kolb, CPA is a partner at PMB Helin Donovan, a full-service CPA firm providing accounting, auditing, tax and consulting services to individuals, closely held businesses and nonprofit organizations.

    Ms. Lynn Lozier, Esq. is an attorney at Heisinger, Buck & Morris whose areas of practice include Estate Planning, Probate, Trust and Estate Administration Elder Law and Conservatorships.

    Other board members who will be helping achieve LSS’ mission of the provision of no-cost legal representation to Monterey County seniors are: Mr. Charles Des Roches (immediate past president)

    Ms. Liza Horvath, Monterey Trust Management, Mr. Gregory Chilton, Esq., Ms. Donna Jean Brandt, Mr. Henry Carrasco,   Ms. Leslie Geyer and Mr. Thomas J. MacDonald.

    posted to Cedar Street Times on August 8, 2013

    Topics: Your Achievements: Peeps

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