the gathering 2018

Laureate Center for Wealth Advisors Announces Updated Speakers Roster for the 14th annual Gathering Event in San Diego, CA.

Southern California Institute’s Laureate Center for Wealth Advisors is holding its 2018 Gathering at The Westin – Gaslamp Quarter on February 22nd – 23rd. The annual Gathering has become a highly anticipated event for San Diego wealth advisors and affiliated professionals.

LCWA co-owner and senior wealth strategies and business planning attorney, Joe Strazzeri invites wealth advisors to join them at the 14th annual Gathering for two days of shared insights, education, and collegiality. The Gathering is an annual event for all advisors in Estate, Business, and Wealth Strategies Planning.

When asked about their popular annual event, Strazzeri said, “When we gather and work together we can, through collegiality and collaboration, provide the leadership our clients are seeking to offer clarity and direction for their current planning needs.”

The presenters are each experts in their field who enjoy sharing and who give of themselves and their time. Their unique skills, wisdom, and judgement are truly invaluable. With this Thought Leader Community as a resource, attendees don’t have to master the answer to every client quandary. Instead they become courageously armed with the right questions and resources. This “We-driven” mindset is transformational for attendees, their practice, and their clients.

The Gathering 2018 – Featured Speakers and Moderators

David K. Cahoone, Esq., Keynote Speaker

Principal, David K. Cahoone, PA; Of Counsel, Johnson, Browning and Clayton; Co-Owner, Laureate Center for Wealth Advisors

Joe Strazzeri, Esq. – Moderator

Partner, Strazzeri Mancini, LLP; Partner, California Estate and Elder Law; Co-Founder, Laureate Center for Wealth Advisors; Co-Founder and Partner, The Founders Group

Steve Mancini, Esq. – Moderator

Partner, Strazzeri Mancini, LLP; Partner, California Estate and Elder Law; Co-Founder Laureate Center for Wealth Strategies; Co-Founder and Partner, The Founders Group

Shelley Lightfoot, Moderator

Executive Director, Southern California Institute; Partner Executive Director, The Founders Group


Ryan Alexeev, Esq., LL.M.

Partner, Hanscom Alexeev McDaniel LLP

Steve Barlam, MSW, LCSW, CMC

Chief Professional Officer, LivHome

Jeffrey Burr, Esq.

Partner, Jeffrey L. Burr, Estate Planning & Probate Attorneys

Dean DeLisle

Founder & CEO, Forward Progress

Lew Dymond, Esq.,

Retired, Consultant

Cindy Eisenhower

LTC Experts Advisor, Long Term Care Insurance

Trey Fairman, JD, LL.M.

Managing Director, Underwriting Services of America, Inc.

Diane Gaswirth

Sales Director, United Healthcare

Paul Greenwood, Esq.

San Diego County Deputy District Attorney

Christian Grupp

Founder and COO, Grupp Digital

Matthew P. Grupp, Esq., LL.M.

Managing Attorney, The Grupp Law Firm, PLLC

Rebecca J. Haines, Esq., MBA

Attroney and Counselor at Law, Law Firm of Jeffrey Burr

Lauren Derstine Humphrey, JD

Private Fiduciary

Scott Keifer

Private Banker, JP Morgan

Sean Kenney, Esq.

Partner, Fox Rothschild LLP

Baruch Littman

Vice President of Development, The Jewish Community Foundation

Brad Myslinski

Banker, J.P. Morgan Los Angeles Private Bank

Peter Myers, Esq.

Partner, Fox Rothschild LLP

Kimberley Robidoux, Esq.

Senior Attorney, Maggio + Kattar

Ellen Rosen, Esq.

General Counsel, The Jewish Community Foundation

Ann Rosevear

President & Chief Trust Officer, Dunham Trust Company

Michael Shafer, CPA

Principal, Squar Milner Tax Department

Melisa Silverman, JD, CEPA, CEVA, SBA, CMEA

President, Avenue M Advisors, Inc., Partner, The Founder Group

Richard Scott Stewart, Esq.

Partner, California Estate and Elder Law

Dean Thompson

Private Banker, JP Morgan

Keith Troutman, CPA

Partner, Squar Milner

The Venue

This year’s Gathering will be held at The Westin at Gaslamp Quarter. The Gaslamp Quarter is home to more than 150 restaurants, shops, galleries, coffeehouses and nightclubs. The Westin is conveniently located on the border of this historic district, so guests can maximize their experience to stay, play and dine at their leisure. Whether guests opt to try some of San Diego’s best restaurants or shop for something a bit off the beaten path, their visit to the Gaslamp Quarter will be a truly unique experience.

The Westin San Diego Gaslamp Quarter

910 Broadway Circle

San Diego, CA, 92101

Phone: 619-239-2200

Hotel Reservations: 888-627-8563

When asked about their experience at last year’s Gathering, one San Diego estate planning attorney attendee said, “Every year I come away with great ideas and I can put them into action immediately in my practice. I’ve also met some extraordinary people. “

About Strazzeri Mancini LLP

What makes Strazzeri Mancini truly stand out among other San Diego estate planning attorneys? Apart from their superior team and experience, it is their specialization. Strazzeri Mancini is just one of four business units each dedicated to servicing a particular niche within the larger umbrella of southern California estate planning. The other business entities include California Estate and Elder Law, Southern California Institute, and Founders Group.

For more information about The Gathering 2018, visit

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