Founding Members
Janette Brooks
D4 Fiduciary & Business Advisory Services
Janette Brooks, CPA and former CFO, has 20+ years of experience advising affluent families and family offices. She founded D4 Family Office Services to support clients through wealth transitions and serves as an Independent Executor and Trustee. Based in Napa Valley, she collaborates with legal and tax teams and is active on nonprofit boards and CalCPA committees.
Christine Chacon
Best Best & Krieger
Christine M. Chacon, Partner at Best Best & Krieger LLP, focuses on probate, trust administration, and estate planning. With 10+ years of experience, she advises families and fiduciaries, resolves disputes, and guides complex trust matters. Based in San Diego, she also serves Riverside and Indian Wells, and is active in nonprofits and professional groups.
Tom Crotty
Sensiba
Tom Crotty brings over 40 years of experience advising family offices and businesses, combining his CPA background with expertise in leadership, strategy, and communication. His experience spans industries like multi-family offices, mortgage banking, and nonprofits. Tom helps clients develop tailored strategies for growth, wealth preservation, and generational transition. He holds an MBA from UCLA and a BSC in Finance from Santa Clara University. Committed to service, Tom sits on the Board of the Catholic Community Foundation and has chaired Catholic Charities of Santa Clara County and the Montalvo Art Center.
John Davi
Berkshire Hathaway HomeServices
John Davi has more than 35 years of experience buying, selling, and assisting clients with real estate transactions. Since 2002, he has served as a Realtor and Corporate Trainer with Berkshire Hathaway HomeServices, specializing in residential, estate, trust and probate, land, investment, and short sale properties throughout Northern California. In 2010, John was appointed Director of Estate Trust and Probate Services for Berkshire Hathaway’s 35 Northern California offices, working with banks, attorneys, private fiduciaries, and court-appointed representatives to liquidate real estate assets. He is a licensed California real estate professional.
Jeffrey Gould
Lineage Asset Advisors
Jeffrey A. Gould is the Principal and Founder of Lineage Asset Advisors, a consulting firm based in Los Angeles. He works with multigenerational families, family offices, and developers to manage and transition real estate portfolios, offering strategic guidance on property and family dynamics. With over 19 years of experience and $1B in advised projects, Jeff previously served as VP at Colliers International. He leads the LA Better Buildings Challenge and is active in philanthropy, serving on the board of the Make-A-Wish Foundation Tri Counties. Jeff holds a B.S. in Real Estate Finance from USC and is a licensed broker with CCIM, CPM, and LEED AP designations.
Laura Hulberg
Valbridge Property Advisors
Laura Hulberg serves as Senior Managing Director at Valbridge Property Advisors | Northern California and Vice President of Marketing for Valbridge Property Advisors nationally. In her regional role, she oversees client services, business operations, technology integration, and strategic growth, with a focus on government contracts and estate and gift tax appraisal. She also coordinates complex, multi-party assignments for clients, families, and their advisors. Nationally, Laura leads the firm's corporate marketing program, directing brand strategy and communications across its network of offices. Throughout her career, she has combined commercial real estate appraisal expertise with business development, helping establish Valbridge as a trusted resource for attorneys, CPAs, fiduciaries, and other real estate professionals.
Chad Huston
WFG National Title Insurance Company
Chad Huston is a commercial title executive with nearly 30 years of experience in national title insurance, strategic business development, and client-focused service. He partners with institutional investors, developers, attorneys, and homebuilders to guide complex real estate transactions. Known for aligning client goals with smart risk strategies, Chad has led major portfolios, mixed-use projects, and multi-state builder programs. His collaborative, results-driven approach has made him a trusted advisor in title strategy, underwriting, and developer-focused services.
Cheryl Keilman
City National Bank
Cheryl Keilman is a Private Banker with City National Private Bank, where she works with a team of specialists to develop customized wealth strategies focused on asset growth, preservation, and estate planning. She serves clients throughout the San Francisco Bay Area and nationally. Cheryl brings more than 30 years of financial services experience, including two decades in credit and lending. Her background includes commercial and industrial lending, real estate finance, and wealth-related credit, providing a broad perspective on comprehensive financial planning. She holds a B.S. in Mathematics from Purdue University and maintains Series 7 and Series 66 licenses.
Jonathan Kurniadi
Kurniadi & Kurniadi, APC
Jonathan Kurniadi is an attorney and real estate broker, selling properties related to the administration of probate, trust, and conservatorship matters since 2011. In 2023, while selling property, Jonathan also handled probate, trust, and conservatorship matters at ACUNA REGLI LLP as a contract attorney. Jonathan has been appointed by the Superior Court of California as a Special Administrator for difficult estates. Prior to selling real estate, Jonathan practiced civil litigation in the area of professional liability of agents, notaries, and loan brokers.
Peter Lawson
Peter G. Lawson is a retired real estate asset and property management executive with nearly 40 years of experience at two major U.S. banks and a Beverly Hills-based investment firm. A CPM, CCIM, and CIPS designee, he specialized in managing real estate for private trusts, high net worth families, and charitable foundations. Peter served as President of IREM’s Los Angeles Chapter and was active in CCIM and the National Trust Real Estate Association. Since retiring in 2016, he has continued to serve on boards for national nonprofits and family foundations. Today, he offers insights to real estate professionals on working with fiduciary based investors.
Brett Mulberg
City National Bank
Brett Mulberg is a Senior Wealth Planner with City National Bank, where he helps clients develop customized wealth plans based on their financial needs, values, wealth transfer goals, and legacy objectives. He brings extensive experience in complex estates, tax matters, business succession, and contested estate administration. Prior to joining City National, Brett served as Senior Vice President and Lead Fiduciary Advisory Specialist at Wells Fargo Bank and practiced law for 13 years, focusing on estate planning, trusts and estates, litigation, taxation, real estate, and business matters. He holds degrees from the University of Wisconsin-Madison, McGeorge School of Law, and Golden Gate University School of Law, and is a member of the State Bar of California.
Nancy Park
Best Best & Krieger
Nancy Park, Partner at Best Best & Krieger, leads the Business group and advises clients on real estate, finance, and corporate matters. A former CEO and CalPERS investment officer managing $1.8B, she brings deep experience and practical insight. She is AV-rated and recognized by Best Lawyers and Super Lawyers.
Steve Wilson
Haynes and Boone LLP
Steve Wilson is a senior counsel in the Real Estate Practice Group in Haynes Boone’s San Francisco office. His practice focuses on complex, value-added urban mixed-use projects and joint ventures, with recent focus on project planning in Qualified Opportunity Zones. Another and longtime focus of Steve’s is assisting nonprofit or charitable organizations (including religious organizations) seeking to monetize their land holdings in a way which incorporates a charitable or public benefit. Steve’s clients routinely comment that he is “their other partner.”
Tracy Yeakle
Mechanics Bank
Tracy has a strong background in real estate, wealth management, and trust and estate settlement, with experience managing commercial, retail, multifamily, and residential assets. She is a Certified Commercial Investment Member and an active leader in CREW San Francisco, where she currently serves as Chair of the Membership Committee. Tracy holds a BA from Pomona College and completed the CREW Network Leadership Certificate Program in 2023. Outside of her professional work, she has a passion for travel and cultural exploration, which has taken her from Peace Corps service abroad to climbing Mount Kilimanjaro, the highest volcano in the Eastern Hemisphere.
