Select a Membership Category
Patricia A. Gruver, CPA
- Business Name: Snortland, Fernandez, Brown & Gruver
- Website: http://sfbgcpas.com
- Email: [email protected]
- Phone: (916) 749-3603
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
- Business Name: Sutter Health
- Email: [email protected]
Kent Bradley
- Business Name: Ameriprise
- Website: https://www.ameripriseadvisors.com/kenton.a.bradley/
- Email: [email protected]
- Phone: (530) 823-9077
Lori Cochrane
- Business Name: Cochrane Support Services
- Website: http://CochraneCSS.com
- Email: [email protected]
- Phone: (916) 705-7309
Mitchell Cooper, CRMP, CRPC
- Business Name: Mutual of Omaha Reverse Mortgage
- Website: https://mutualreverse.com/mitchell-cooper/
- Phone: (916) 768-9150
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
Cody O’Keefe
- Business Name: Ameriprise
- Website: https://www.ameripriseadvisors.com/
- Email: [email protected]
- Phone: (916) 667-1640
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
Erik Feest
- Business Name: Morgan Stanley
- Website: https://advisor.morganstanley.com/allen-feest-kjellberg-wealth-management-group
- Email: [email protected]
- Phone: (916) 797-7730
Richard Frank, CFP
- Business Name: Edward Jones
- Website: http://edwardjones.com/
- Email: [email protected]
- Phone: (916) 973-1741
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
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
Rod Waterbury
- Business Name: CAPTRUST
- Website: http://www.captrust.com/
- Email: [email protected]
- Phone: (916) 924-7527
Jerry Dizon
- Business Name: State Farm
- Website: http://statefarm.com/
- Email: [email protected]
- Phone: (916) 624-6000
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
Robin Bevier
- Business Name: Law Offices of Robin Clark Bevier & Associates, PC
- Website: https://www.bevierlaw.com/
- Email: [email protected]
- Phone: (916) 787-0904
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
Jill Ernst
- Business Name: GVM Law, LLP
- Website: https://www.gvmlaw.com/
- Email: [email protected]
- Phone: (916) 789-3900
Jim Filippi
- Business Name: Filippi Law Firm
- Website: https://www.filippilaw.com/
- Email: [email protected]
- Phone: (916) 333-7910
Richard A. Hall
- Business Name: Bottomline Lawyers PC
- Website: http://www.bottomlinelawyers.com/
- Email: [email protected]
- Phone: (530) 888-7100
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
David L. Kelly
- Business Name: The Burton Law Firm
- Website: http://lawburton.com/
- Email: [email protected]
- Phone: (916) 570-2740
S. Susan King
- Business Name: Young, Molohan, Cohen & Durrett, LLP.
- Website: http://www.YMCDlaw.com/
- Email: [email protected]
- Phone: (916) 569-1700
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
Simon LeBleu
- Business Name: Wagner Kirkman Blaine Klomparens & Youmans LLP
- Website: http://www.wkblaw.com/
- Email: [email protected]
- Phone: (916) 920-5286
Amy Ochi
- Business Name: Ochi Law, P.C.
- Website: http://www.ochilaw.com/
- Email: [email protected]
- Phone: (916) 960-2202
Rachel P. Patton
- Business Name: Patton Law Group
- Website: https://www.pattonlawgroup.com/
- Email: [email protected]
- Phone: (916) 626-2932
Jarom B. Phipps
- Business Name: Buchalter
- Website: https://www.buchalter.com/
- Email: [email protected]
- Phone: (916) 945-5178
Tracy M. Potts, Esq.
- Business Name: Legacy Law Group
- Website: http://calegacylaw.com/index.html
- Email: [email protected]
- Phone: (916) 643-2000
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
Ernest H. Tuttle, IV
- Business Name: Ernest Tuttle Law
- Website: http://www.ernesttuttlelaw.com
- Email: [email protected]
- Phone: (916) 782-6695
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
Renee Perez (Operations Manager)
- Business Name: DVS Appraisals, Inc.
- Website: http://www.digitalvaluation.com/
- Email: [email protected]
- Phone: (916) 780-5959
Mary C. Barber
- Business Name: Legacy Law Group
- Website: http://www.calegacylaw.com/
- Email: [email protected]
- Phone: (916) 643-2000
Mitchell Cooper
- Email: [email protected]
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.