Home Site Map Contacts
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
 

Administrative Assistant
650 Town Center Drive
Suite 890
Costa Mesa, CA 92626
Direct: 949-878-9417
Fax: 949-878-9420
Email: Stacy.Sopata@vfos.com

Stacy Sopata

Stacy joined the Voorhees Family Office Services ("VFOS") team in June of 2020 as an Administrative Assistant. In this role, she helps with billing, scheduling, electronic filing, and managing the database.

Prior to joining VFOS, Stacy worked as a regional accounting director.

Stacy lives in Orange County with her husband and two rescue dogs. Stacy’s outside interests center around her church, family and working with a local human trafficking organization. She loves hosting tea parties for charity events and traveling.

Please feel free to call Stacy at (949) 878-9417. She looks forward to working with you.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 
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.