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Attorneys/Planners:
Tim Voorhees, JD, MBAGary Million, JDTom Jarrett, CFP®Allison Schwenn, JDSunny Boren, JD, CPADavid Holaday, ChFCGreg Trump, CFP®Josh PolkowJulie Kasner, CFP®
Planning Staff:
Darci VoorheesJana SikesScott HubandMichal BuchananLara JohnstonDel BakerSue HinesEileen PeltierSheila HenlineTom Jacobson
  

Channel Coordinator
18200 Von Karman Ave.
Suite 200
Irvine, CA 92612
tel: (800) 447-7090
fax: (866) 447-7090
email: michal@vfos.com

Michal Buchanan

Michal joined the Family Office Services team in January 2009. In her current role as Channel Coordinator, Michal works with CPAs, CFPs, attorneys, insurance agents, and other advisers from all over the country who plan cases with assistance from the staff of Family Office Services. Michal serves the Channel Members and Allied Advisers by scheduling calls, answering accounting questions, customizing marketing material and websites, assisting the advisers in hosting seminars, and keeping the members apprised of seminars and webconferences. She maintains an array of brochures and other documents to answer common questions raised by clients and advisers regarding the Family Office Services process.

Michal and her husband Jake live in Costa Mesa, California.

For information about how Michal can serve you, please feel free to call her at (949) 878-9400. She looks forward to working with you.
  Welcome•Michal Buchanan
   
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