Select a Membership Category

Patricia A. Gruver, CPA

Kris L. Hyland, CPA

Francine Vorhees

Helen Day

Leilani Fratis, CEO

Julie Van Dooren

Kent Bradley

Lori Cochrane

Mitchell Cooper, CRMP, CRPC

Alysia Corell

Christa Kinsman

Cody O’Keefe

Joanne Stine

Michael F. Storz

Tiffany Terrell

Stefanie Thibedeau, CTFA & Trust Officer

Barry White

Erik Feest

Richard Frank, CFP

Gary Kneifl, CFP®, ChFC®, CRPC®, AAMS®

Damian Lima

Tony Owings, CFP

Dawn Pedicord, CFP®

Shawn Plunkett, CRPC®, AAMS

Mark Schumacher, CFP®, AAMS®, CRPC®

Rod Waterbury

Jerry Dizon

Michael M. McCabe

Elise Baker, Esq.

Brigit S Barnes

Robin Bevier

Edward Burns

Terri L. Easlon

Jill Ernst

Jim Filippi

Richard A. Hall

Craig Harris

Margaret Heiser Fulton

Kristin Kaminski

David L. Kelly

S. Susan King

Timothy J. Larson

Jennifer E. Larson

Simon LeBleu

Amy Ochi

Rachel P. Patton

Jarom B. Phipps

Tracy M. Potts, Esq.

Jeffrey P. Stephens

Mark Teh

Ernest H. Tuttle, IV

John A Cooper (Broker)

Launi Cooper (Reverse Mortgage Specialist)

Mitchell Cooper, CRMP, CRPC

Harry Hull

Renee Perez (Operations Manager)

Mary C. Barber

Mitchell Cooper

Tim Hemmen

Randy Hendershot

Michael M. McCabe (Medi-Cal Planning)

Mark Wolff,  CLU®

Benefits of SPEPC Membership

  • Your professional listing on this website
  • Educational presentations
  • Continuing education credits
  • Opportunity to serve as board member
  • Priority registration at exclusive events
  • Reduced fee for monthly meetings
  • Free holiday mixer for members
  • Members-Only Website Content

Join today!

For a membership application, please email [email protected]

Members' Inspection Rights

For purposes reasonably related to a member’s interests as a member, and upon written request, the SPEPC bylaws permit any member to:

(1) inspect and copy records containing SPEPC members’ names, addresses, and voting rights; and

(2) inspect, copy or extract the accounting books and records and the minutes of the proceedings of the members, the board, and committees.

For more information on how to make such a request and the rules relating to the SPEPC’s responsibility to provide such information to its members, please contact [email protected].

Thank you.


While every effort is made to keep this webpage accurate and up-to-date, the South Placer Estate Planning Council does not guarantee any member’s good standing within the Council or within their profession. Further, the South Placer Estate Planning Council is not responsible for the information and content contained on its members’ web pages. Links to external websites are for informational purposes only and do not imply an endorsement or approval by the South Placer Estate Planning Council. You should consult your legal and tax advisors before making any legal or tax related decisions.