Welcome Our New Members
Rob Wallace
Rob is sponsored by PP Hal Bartholomew and PP Beverly Brautigam.
Rob is a managing shareholder in Wallace & Associates, Inc. an accountancy corporation, which provides financial services, including business valuation to clients and attorneys in connection with family law matters, civil litigation, Federal estate and gift tax matters. Rob has testified on civil litigation and family law matters throughout California. Wallace & Associates has been providing such services since 1985.
Mr. Wallace holds several credentials in business valuation, including the Accredited in Business Valuation (ABV) with the American Institute of Certified Public Accountants, the Accredited Senior Appraiser with the American Society of Appraisers, and the Certified Business Appraiser with the Institute of Business Appraisers. He has valued a variety of businesses and industries including agri-business, health care, professional services, manufacturing, distribution and high tech.
In connection with family law matters, Mr. Wallace has performed business valuations, Pereira Van Camp apportionment analysis, income determinations for support purposes, tracings and other financial and accounting services associated with material dissolutions.
Rob enjoys cycling and golf. He was previously a member of the Point West Rotary and has been involved in many civic activities including Chairman of the Board of KVIE public television, The American Diabetes Association and the Juvenile Diabetes Foundation.
Barry Brundage
Barry is sponsored by Steve Heath and Doris Pyles.
Barry is managing director and wealth management advisor for The Private Client Reserve of US Bank, serving the Sacramento market. He oversees the private banking, personal trust, and investment management business.
Before joining US Bank Barry served as a regional manager with Comerica Bank Wealth Management, as a regional sales manager for Wells Fargo Private Client Services, and a market director for Bank of America Investment Services. Barry holds securities registrations with FINRA including series 7, 63,65,9 & 10 (8NYSE). He earned his MBA and BS degrees in business from University of La Verne in So. CA.
Barry enjoys community service and has most recently served as a campaign cabinet member for the United Way of Metropolitan Dallas and as a member of the Board of Directors for the N. Texas Food Bank. Formerly he has served with the Salt Lake City Chamber of Commerce as the Chair for the Leadership Utah Alumni and on the Fiscal Advisory Committee for the Riverside County Children and Families Commission. Barry currently serves on the Board of the Placer Food Bank and the Planned Giving Committee for the United Way California Capitol Region with Steve Heath.
Barry and his wife of 27 years have four wonderful children. He enjoys golf occasionally, plays the guitar, occasionally, and has written 30 or so songs including one to his wife and a lullaby for their children.