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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
 

Office Manager
650 Town Center Drive
Suite 890
Costa Mesa, CA 92626
Direct: 949-878-9412
Fax: 949-878-9420
Email: Janie.Harriman@vfos.com

Janie Harriman

Janie joined the Voorhees Office Services team in April of 2021. As our Office Manager, she helps with filing electronic documents, issuing grants, assisting clients, assisting with personnel duties, and overseeing other vital office duties as needed. Prior to working for VFOS, Janie worked as a Human Resources and Payroll Specialist. Janie lives in Orange County with her husband. They have two adult sons. Her outside interests include attending church and bible study, baking, sewing, and reading.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 
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.