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Attorneys/Planners:
Tim Voorhees, JD, MBA, AEP® (Principal)Mark Ziebold, JD, LLM (Principal)Evan Pan, MBA, CFAJames Tam, Financial Planner*David Holaday, ChFC, CAPGreg Trump, CFP®Yueyao Li, CFA, Financial Planner*
Case Managers:
Lara JohnstonStacy SopataDarryl SopataDavid HanMonica GilbertValerie Dimalanta
Operations Team:
Janie HarrimanLisa Dau
 

For more information about our staff with each entity, please visit:
Family Office Insurance Services
Family Office Law
Family Office RIA (TEAMS/PGA)
Family Office Foundation
Family Office General Counsel
Family Office Tax Plans
 

Case Manager
650 Town Center Drive
Suite 890
Costa Mesa, CA 92626
Direct: 949-878-9405
Email: lara@vfos.com

Lara Johnston

Since joining Family Office Services in 2005, Lara has fulfilled a critical role in our team. She uses her skills in organization and case management to keep meticulous records, but her true strength is in client relationships. Any client who interfaces with Lara understands the importance of having a team member who listens to any issues and acts accordingly to resolve them. As a Case Manager, Lara oversees the collection of client data to ensure attorneys and planners have necessary information to analyze each clients’ unique needs, coordinates client meetings, and provides detailed next actions to keep each case moving forward. Lara's duties also include maintaining a multitude of reports, updating client information in the database, working with a variety of advisers, and coordinating webinars.

Lara received a Bachelor's Degree in Sociology in 1990 from Biola University in La Mirada, CA. She lives in Rancho Santa Margarita with her husband and three wonderful children.

 
U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.