Select a Membership Category
Kris L. Hyland, CPA
- Business Name: Kris Hyland, CPA
- Website: http://www.krishyland.com
- Email: [email protected]
- Phone: (916) 257-0170
Francine Vorhees
- Business Name: Moss Adams LLP
- Website: https://www.mossadams.com/
- Email: [email protected]
Helen Day
- Business Name: Eskaton Village Carmichael
- Email: [email protected]
Leilani Fratis, CEO
- Business Name: Placer SPCA
- Website: http://placerspca.org/
- Email: [email protected]
Julie Van Dooren, CSPG
- Business Name: Sutter Health Valley Area/Sutter Care at Home
- Website: http://www.sutterhealth.org/giving
- Email: [email protected]
- Phone: (916) 790-4629
Alysia Corell
- Business Name: Exchange Bank
- Website: https://www.exchangebank.com/trust-investment/
- Email: [email protected]
- Phone: (916) 782-0135
Christa Kinsman
- Business Name: Advocate Fiduciary Services
- Website: http://www.advocatefiduciary.com/
- Phone: (916) 434-1022
Joanne Stine
- Business Name: Stine & Associates, Inc.
- Website: https://stineinc.com/
- Email: [email protected]
- Phone: (530) 885-4242
Michael F. Storz
- Business Name: Storz Fiduciary Services
- Website: http://www.storzfiduciaryservices.com/
- Email: [email protected]
- Phone: (916) 220-3474
Tiffany Terrell
- Business Name: Exchange Bank
- Website: https://www.exchangebank.com/
- Email: [email protected]
- Phone: (916) 782-0138
Stefanie Thibedeau, CTFA & Trust Officer
- Business Name: Bank of the West Wealth Management Group
- Website: http://www.bankofthewest.com/wealth
- Email: [email protected]
- Phone: (916) 552-4425
Barry White
- Business Name: Professional Licensed Fiduciary
- Website: http://www.barrywfiduciary.com/
- Email: [email protected]
- Phone: (530) 305-9036
Kent Bradley
- Business Name: Ameriprise
- Website: https://www.ameripriseadvisors.com/kenton.a.bradley/
- Email: [email protected]
- Phone: (530) 823-9077
Erik Feest
- Business Name: Morgan Stanley
- Website: https://advisor.morganstanley.com/allen-feest-kjellberg-wealth-management-group
- Email: [email protected]
- Phone: (916) 797-7730
Gary Kneifl, CFP®, ChFC®, CRPC®, AAMS®
- Business Name: Edward Jones
- Website: http://www.edwardjones.com/gary-kneifl
- Email: [email protected]
- Phone: (916) 791-5663
Damian Lima
- Business Name: Edward Jones
- Website: http://www.edwardjones.com
- Email: [email protected]
- Phone: (916) 782-0480
Cody O’Keefe
- Business Name: Ameriprise
- Website: https://www.ameripriseadvisors.com/
- Email: [email protected]
- Phone: (916) 667-1640
Tony Owings, CFP
- Business Name: Legato Financial
- Website: http://www.Legatofinancial.com
- Email: [email protected]
- Phone: (916) 580-3025
Dawn Pedicord, CFP®
- Business Name: Pedicord Wealth Management, LLC.
- Website: http://www.yourwealthlife.com/
- Email: [email protected]
- Phone: (916) 596-6433
Shawn Plunkett, CRPC®, AAMS
- Business Name: Edward Jones
- Website: https://www.edwardjones.com/us-en
- Email: [email protected]
- Phone: (916) 772-1085
Mark Schumacher, CFP®, AAMS®, CRPC®
- Business Name: Edward Jones
- Website: https://www.edwardjones.com/us-en
- Email: [email protected]
- Phone: (916) 409-9067
Michael M. McCabe
- Business Name: THINK2AGE
- Website: http://www.think2age.com/
- Email: [email protected]
- Phone: (916) 612-8800
Elise Baker, Esq.
- Business Name: Placer Law Group, APC
- Website: http://www.placerlaw.net/
- Email: [email protected]
- Phone: (916) 632-1930
Brigit S Barnes
- Business Name: Brigit S. Barnes & Associates, Inc
- Website: http://landlawbybarnes.com/
- Email: [email protected]
- Phone: (916) 660-9555
Edward Burns
- Business Name: Law Office Of Edward Burns
- Website: https://www.eddielaw.net/
- Phone: (916) 282-9799
Terri L. Easlon
- Business Name: Drobny Law Offices
- Website: http://www.drobnylaw.com/
- Email: [email protected]
- Phone: (916) 419-2100
Jim Filippi
- Business Name: Filippi Law Firm
- Website: https://www.filippilaw.com/
- Email: [email protected]
- Phone: (916) 333-7910
Craig Harris
- Business Name: Law Offices of Daniel A. Hunt
- Website: http://www.dhtrustlaw.com/
- Email: [email protected]
- Phone: (916) 784-7030
Margaret Heiser Fulton
- Business Name: Robinson, Lyon and Fulton
- Website: http://www.fulton-law.com/
- Email: [email protected]
- Phone: (530) 885-8900
Kristin Kaminski
- Business Name: Kaminski Law Group APC
- Website: https://www.californiatrusts.law/
- Email: [email protected]
- Phone: (916) 540-7618
Timothy J. Larson
- Business Name: Larson Law Group, P.C.
- Email: [email protected]
- Phone: (916) 603-2055
Jennifer E. Larson
- Business Name: Larson Law Group, P.C.
- Email: [email protected]
- Phone: (916) 603-2055
Amy Ochi
- Business Name: Ochi Law, P.C.
- Website: http://www.ochilaw.com/
- Email: [email protected]
- Phone: (916) 960-2202
Jarom B. Phipps
- Business Name: Buchalter
- Website: https://www.buchalter.com/
- Email: [email protected]
- Phone: (916) 945-5178
Jeffrey P. Stephens
- Business Name: GVM Law LLP
- Website: https://www.gvmlaw.com/
- Email: [email protected]
- Phone: (916) 789-3900
Mark Teh
- Business Name: Estate Plan Design Center
- Website: http://www.epdclaw.com/
- Email: [email protected]
- Phone: (916) 432-8332
John A Cooper (Broker)
- Business Name: Cooper Realty
- Website: https://cooperrlty.com/
- Email: [email protected]
- Phone: (916) 709-3329
Launi Cooper (Reverse Mortgage Specialist)
- Business Name: Retirement Funding Solutions
- Website: https://reversefocus.com/
- Email: [email protected]
- Phone: (916) 343-2211
Mitchell Cooper, CRMP, CRPC
- Business Name: Mutual of Omaha Reverse Mortgage
- Website: https://mutualreverse.com/mitchell-cooper/
- Email: [email protected]
- Phone: (916) 768-9150
Harry Hull
- Business Name: Hull Homes
- Website: http://hullhomesrealty.com/
- Email: [email protected]
- Phone: (916) 865-4365
Tim Hemmen
- Business Name: American Pacific Reverse Mortgage Group
- Website: http://www.aprmg.com/
- Email: [email protected]
- Phone: (916) 960-1323
Randy Hendershot
- Business Name: Evolution Advisors
- Website: http://evobizsales.com/
- Email: [email protected]
- Phone: (916) 993-5433
Michael M. McCabe (Medi-Cal Planning)
- Business Name: THINK2AGE
- Website: http://www.think2age.com/
- Email: [email protected]
- Phone: (916) 612-8800
Mark Wolff, CLU®
- Business Name: Senior Care Authority
- Website: https://www.seniorcareauthority.com
- Email: [email protected]
- Phone: (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.