Our leadership team has worked together since 1989.
William D. Altavilla
Senior Partner
Mr. Altavilla's background includes corporate controller and executive vice president of estate and financial planning services for a national financial services company prior to his current position. He has been in the estate planning and financial analysis field for over 20 years.
In an effort to share his professional commitment with the community, Mr. Altavilla is the past chair and current board member of the Folsom Lake College Foundation. He is a member of the Sacramento Estate Planning Council and past president of the Financial Planning Association of Northern California.
Mr. Altavilla graduated from the University of California at Santa Barbara with his B.A. in Business Economics with emphasis in Accounting and from National University with his M.A. in Business Administration.
William C. McMorran
Senior Partner
Prior to incorporating Green Oak in 1986, Mr. McMorran was the National Coordinator for AARP’s Tax-Aide and Health Advocacy programs in Washington, DC. Over ten years at AARP, Mr. McMorran worked closely with Congress and the IRS. He wrote several tax and financial guides for older persons and worked closely with individuals nationwide.
After moving to California to develop a Medicare/Medicaid long-term care demonstration project, Mr. McMorran established Green Oak as a consulting firm focused on older adult and charitable financial services with an emphasis on planned giving.
A graduate of Princeton University, Princeton Theological Seminary and post graduate studies at the University of Southern California’s Andrus School of Gerontology, Mr. McMorran lives with his family in Hollywood, California. He is a member of the Partnership for Philanthropic Planning and is on the Membership Committee. He serves as a faculty advisor to the Institute on Senior Living. Bill is also active in Leading Age, Aging California and a Board member of the Southern California Association for Healthcare Development (SCAHD).
Gabrielle Lund, CPA
Ms. Lund brings to her position extensive experience in all areas of tax accounting, auditing and financial reporting. Ms. Lund has extended Green Oak’s capacity to offer custom gift management and administration programs.
Prior to joining Green Oak Consulting Group, Ms. Lund for six years, practiced accounting and audit for a CPA firm and also provided tax and audit services through her own accounting and tax firm.
A California Certified Public Accountant and member of the American Institute of Certified Public Accountants (AICPA), Ms. Lund holds a BS in Accounting from the California State University, Sacramento.
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