Select a Membership Category
Patricia A. Gruver, CPA
Snortland, Fernandez, Brown & Gruver
(916) 749-3603
Kris L. Hyland, CPA
Kris Hyland, CPA
(916) 257-0170
Stacey Kellerman
SLK Consulting Group
(408) 821-6635
Leilani Fratis, CEO
Placer SPCA
Julie Van Dooren
Sutter Health
Lori Cochrane
Cochrane Support Services
(916) 705-7309
Mitchell Cooper, CRMP, CRPC
Mutual of Omaha Reverse Mortgage
(916) 768-9150
Alysia Corell
Exchange Bank
(916) 782-0135
Christa Kinsman
Advocate Fiduciary Services
(916) 434-1022
Michael F. Storz
Storz Fiduciary Services
(916) 220-3474
Tiffany Terrell
Exchange Bank
(916) 782-0138
Stefanie Thibedeau, CTFA & Trust Officer
Bank of the West Wealth Management Group
(916) 552-4425
Barry White
Professional Licensed Fiduciary
(530) 305-9036
Erik Feest
Morgan Stanley
(916) 797-7730
Richard Frank, CFP
Edward Jones
(916) 973-1741
Gary Kneifl, CFP®, ChFC®, CRPC®, AAMS®
Edward Jones
(916) 791-5663
Damian Lima
Edward Jones
(916) 782-0480
Tony Owings, CFP
Legato Financial
(916) 580-3025
Dawn Pedicord, CFP®
Pedicord Wealth Management, LLC.
(916) 596-6433
Shawn Plunkett, CRPC®, AAMS
Edward Jones
(916) 772-1085
Mark Schumacher, CFP®, AAMS®, CRPC®
Edward Jones
(916) 409-9067
Rod Waterbury
CAPTRUST
(916) 924-7527
Jerry Dizon
State Farm
(916) 624-6000
Michael M. McCabe
THINK2AGE
(916) 612-8800
Elise Baker, Esq.
Placer Law Group, APC
(916) 632-1930
Brigit S Barnes
Brigit S. Barnes & Associates, Inc
(916) 660-9555
Robin Bevier
Law Offices of Robin Clark Bevier & Associates, PC
(916) 787-0904
Edward Burns
Law Office Of Edward Burns
(916) 282-9799
Terri L. Easlon
Drobny Law Offices
(916) 419-2100
Jill Ernst
GVM Law, LLP
(916) 789-3900
Jim Filippi
Filippi Law Firm
(916) 333-7910
Richard A. Hall
Bottomline Lawyers PC
(530) 888-7100
Craig Harris
The Law Offices of Daniel Hund
(916) 488-9788
Margaret Heiser Fulton
Robinson, Lyon and Fulton
(530) 885-8900
Kristin Kaminski
Kaminski Law Group APC
(916) 786-7272
David L. Kelly
The Burton Law Firm
(916) 570-2740
S. Susan King
Young, Molohan, Cohen & Durrett, LLP.
(916) 569-1700
Timothy J. Larson
Dowling Aaron
(916) 791-4500
Jennifer E. Larson
Larson Law Group PC
Simon LeBleu
Wagner Kirkman Blaine Klomparens & Youmans LLP
(916) 920-5286
Amy Ochi
Ochi Law, P.C.
(916) 960-2202
Rachel P. Patton
Patton Law Group
(916) 626-2932
Jarom B. Phipps
Buchalter
(916) 945-5178
Tracy M. Potts, Esq.
Legacy Law Group
(916) 643-2000
Jeffrey P. Stephens
GVM Law LLP
(916) 789-3900
Mark Teh
Estate Plan Design Center
(916) 432-8332
Ernest H. Tuttle, IV
Ernest Tuttle Law
(916) 782-6695
Doug Bertsch
Mortgage Consultants Group
(916) 768-9369
John A Cooper
Broker
Cooper Realty
(916) 709-3329
Launi Cooper
Reverse Mortgage Specialist
Retirement Funding Solutions
(916) 343-2211
Harry Hull
Hull Homes
(916) 865-4365
Renee Perez, Operations Manager
DVS Appraisals, Inc.
(916) 780-5959
Mary C. Barber
Legacy Law Group
(916) 643-2000
Tim Hemmen
American Pacific Reverse Mortgage Group
(916) 960-1323
Randy Hendershot
Evolution Advisors
(916) 993-5433
Michael M. McCabe (Medi-Cal Planning)
THINK2AGE
(916) 612-8800
Mark Wolff, CLU®
Senior Care Authority
(916) 573-2120
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.
Disclaimer:
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.