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Estate Planning

BML Wealth Management, Cooper McManus, and Securities America, Inc are not affiliated with any entity listed below.

Eric Raines is a partner at Albrecht & Barney, an estate planning firm in Irvine, California. Eric received his law degree from Yale Law School and earned his undergraduate degree at the University of Texas. His practice is focused on estate planning, business succession planning, charitable giving, trust administration, probate, and related litigation.

Prior to joining Albrecht & Barney, Eric founded his own trust and estates law firm, worked at Gibson, Dunn & Crutcher, LLP, and prosecuted cases as a Deputy District Attorney in Las Vegas. He teaches a class on Estate Planning at University of California, Irvine, and has created and run a 501(c)(3) nonprofit organization.

Eric is admitted to practice in California and Nevada.

Contact

Albrecht & Barney
1 Park Plaza, Suite 900
Irvine, California 92614

Phone: (949) 263-1040
Fax: (949) 263-1099
emr@albrechtbarney.com
www.ericraineslaw.com

Accounting

Andrew Dixon is a founding partner of Arete Advisors. Andrew is a member of the firm’s tax practice, focusing his efforts on transactional tax planning, tax consulting for entrepreneurs and middle-market companies, and tax examination representation.

Andrew has in excess of 20 years in public and private accounting. Prior to forming Arete Advisors, Andrew was a partner at dbbMckennon, and began his public accounting career in the Orange County office of Deloitte where he focused on large corporate multinational companies.

Andrew is a Certified Public Accountant licensed in California, with an active membership with the American Institute of Certified Public Accountants.

Andrew graduated in 1994 with a Bachelor of Science in Economics from University California of Los Angeles and obtained his Masters in Business Taxation in 2001 from the University of Southern California.

Contact

8875 Research Drive
Irvine, CA 92618

Ph: 949-203-3010
ad@aretecpa.com
www.aretecpa.com


Insurance

Brosnan & Associates Financial & Insurance Services, LLC is a full service insurance benefits consulting firm, based in Irvine, CA. We specialize in working with businesses and the owners of closely held businesses thoughout the West Coast on their unique planning issues.

Since 1998, Brosnan & Associates has developed a reputation in the industry for bringing creative new solutions to both the old and new issues of an increasingly complex financial and insurance benefits marketplace. At the corporate level, the firm assists with employee benefit planning and key-person issues. Key-person issues include deferred comp, employee retention, buy-sell planning and funding. Employee benefit planning includes discovery, research, comparison, design and implementation of both large and small group medical plans, as well as ancillary benefits such as life, dental, vison, long term care, and supplemental insurance. Please call to schedule an appointment for a free, no obligation review of your current plans, or to explore new options.

Contact

Douglas M. Weems
111 Pier Avenue, Suite 100
Hermosa Beach, CA 90254

Ph: 310-640-1600
doug@brosnanfinancial.com
www.brosnanfinancial.com



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Investment Advisory services offered through Cooper Financial Group, an SEC Registered Investment Advisory firm. California Insurance License # 0E50344 & # 0B66858. BML Wealth Management & Cooper Financial Group are not affiliated with any entity listed below.

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