Membership Directory

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Kris L. Hyland, CPA

Francine Vorhees

Helen Day

Leilani Fratis, CEO

Julie Van Dooren, CSPG

Alysia Corell

Christa Kinsman

Joanne Stine

Michael F. Storz

Tiffany Terrell

Stefanie Thibedeau, CTFA & Trust Officer

Barry White

Kent Bradley

Erik Feest

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

Damian Lima

Cody O’Keefe

Tony Owings, CFP

Dawn Pedicord, CFP®

Shawn Plunkett, CRPC®, AAMS

Mark Schumacher, CFP®, AAMS®, CRPC®

Michael M. McCabe

Elise Baker, Esq.

Brigit S Barnes

Edward Burns

Terri L. Easlon

Jim Filippi

Craig Harris

Margaret Heiser Fulton

Kristin Kaminski

Timothy J. Larson

Jennifer E. Larson

Amy Ochi

Jarom B. Phipps

Jeffrey P. Stephens

Mark Teh

John A Cooper (Broker)

Launi Cooper (Reverse Mortgage Specialist)

Mitchell Cooper, CRMP, CRPC

Harry Hull

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.