Select a Membership Category
Damon Eberhart, CPA
Freddi Eberhart & Associates, Inc.
(916) 783-9900
Teri Grenz Goldner, CPA
Petersen & Mapes, LLP
(916) 782-2299
Christina Griffiths
Accounting Services
(916) 799-8776
Patricia A. Gruver, CPA
Snortland, Fernandez, Brown & Gruver
(916) 749-3603
Jennie Hoopes, CPA
CliftonLarsonAllen
(916) 218-7100
Kris L. Hyland, CPA
Kris Hyland, CPA
(916) 257-0170
Stacey Kellerman
SLK Consulting Group
(408) 821-6635
Leilani Fratis, CEO
Placer SPCA
(916) 782-7722
Lori Cochrane
Cochrane Support Services
(916) 705-7309
Alysia Corell
Exchange Bank
(916) 782-0135
John DePiazza, CLPF, MBA, CSA, NCG
IKOR of Folsom
(916) 932-2196
Tammi L. Griswold, CTFA
Wells Fargo – The Private Bank
(916) 788-4549
Christa S. Kinsman
Advocate Fiduciary Services
(916) 434-1022
Wendy Moore, CLPF
Professional Fiduciary
(916) 316-9960
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
Jeffrey Bangerter
Bangerter Financial Services, Inc
(916) 965-1879
Robert S. Bjekich, CF FF
Ameriprise Financial
(916) 784-2240
Erik Boyme
LPL Financial
(530) 863-9265
Barry Brundage
U.S. Bank Private Wealth Management
(916) 498-3420
Rachael Burns, Financial Advisor
Ameriprise Financial Services, Inc.
(916) 787-4191
Douglas E. Clifford, CLU
Northwestern Mutual
(916) 772-6220
Erik Feest
Morgan Stanley
(916) 797-7730
Richard Frank, CFP
Edward Jones
(916) 973-1741
Stephen Halterbeck, RSP
Alcaine Halterbeck Investment Group
(916) 581-7551
Gary Kneifl, CRPC, AAMS
Edward Jones
(916) 791-5663
Michael Knittel, Portfolio Manager
Lagunitas Asset Management
(916) 357-6656
Damian Lima
Edward Jones
(916) 782-0480
Daniel McCurdy
Daniel McCurdy Financial Solutions
(916) 280-0621
J. Cody Olson
Integrity Business Planning
(916) 783-2483
Tony Owings, CFP
Legato Financial
(916) 580-3025
Dawn Pedicord, CFP
Foord, Van Bruggen, Ebersole & Pajak
(916) 487-8700
Shawn Plunkett, CRPC®
Edward Jones
(888) 432-3919
Chris Santi
Ameriprise Financial Services, Inc.
(916) 677-1640
Mark Schumacher, CFP®, AAMS®, CRPC®
Edward Jones
(916) 409-9067
Douglas E. Clifford, CLU
Northwestern Mutual
(916) 772-6220
Edward W. Cotney
Olympus Tax
(530) 913-0562
Jerry Dizon
State Farm
(916) 624-6000
Patrick (PJ) Johnson, CLU, CLTC
CPS Sacramento
(916) 481-6290
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
Michelle Bittenbender
Sterling Law Group
(916) 790-0852
John Rogers Burk
John Rogers Burk APLC
(916) 784-7030
Edward Burns
Law Office Of Edward Burns
(916) 282-9799
Rebecca L. Chenoweth
Law Offices of Rebecca L. Chenoweth
(916) 836-5290
Ashley Clower
Clower Law, A Professional Corporation
(916) 652-8296
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
Margaret Heiser Fulton
Robinson, Lyon and Fulton
(530) 885-8900
Rebecca Gardner
HMS Law Group LLP
(916) 252-0200
Alexandria Goff
The Law Office of Alexandria Goff
(916) 625-6639
Kristin Kaminski
Maxey | Kaminski, A Law Corporation
(916) 786-7272
David L. Kelly
The Burton Law Firm
(916) 570-2740
S. Susan King
Young, Molohan, Cohen & Durrett, LLP.
(916) 569-1700
John Knowlton
The Burton Law Firm
(916) 822-8700
Timothy J. Larson
Dowling Aaron
(916) 791-4500
Jennifer E. Larson
Dowling Aaron
(916) 791-4500
Preston Marx, III., J.D., ESQ
The Burton Law Firm
(916) 822-8700
Andrea L. McCann
Law Office of Andrea McCann
(916) 729-1307
Joan M. Medeiros
Medeiros Law Firm
(916) 729-1307
Amy Ochi
Ochi Law, P.C.
(916) 960-2202
Rachel P. Patton
Patton Law Group
(916) 626-2932
Jarom B. Phipps
Forethought Law, P.C.
(916) 235-8242
Tracy M. Potts, Esq.
Legacy Law Group
(916) 643-2000
Stephen Slocum
The Sterling Law Group
(916) 790-0852
Jeffrey P. Stephens
GVM Law LLP
(916) 789-3900
Ernest H. Tuttle, IV
Ernest Tuttle Law
(916) 782-6695
Doug Bertsch
Mortgage Consultants Group
(916) 768-9369
Penny Cobarrubia
Better Homes & Gardens Real Estate, Reliance Partners
(916) 834-4205
John A Cooper
Broker
Cooper Realty
(916) 709-3329
Launi Cooper
Reverse Mortgage Specialist
Retirement Funding Solutions
(916) 343-2211
Brian Frank
Realty World Executives
(916) 402-4697
Harry Hull
Hull Homes
(916) 865-4365
Christina Margo
Land Home Financial Services
(916) 436-3669
Renee Perez, Operations Manager
DVS Appraisals, Inc.
(916) 780-5959
Donna Vinnard
Owner/Broker
Norcalwest Realty
(916) 531-1735
Mary C. Barber
Legacy Law Group
(916) 643-2000
Scott Cisneros
Union Bank
(916) 321-6731
Craig Falk
Craig Cares — Sacramento Senior Home Care
(916) 782-7121
Susan Gutowsky, Director, Estate and Gift Planning
American Cancer Society
(916) 792-8866
Tim Hemmen
American Pacific Reverse Mortgage Group
(916) 960-1323
Randy Hendershot
Evolution Advisors
(916) 993-5433
Tony Jammal (Non-Medical Home Care Agency)
Age Advantage
(530) 269-8321
Michael M. McCabe (Medi-Cal Planning)
THINK2AGE
(916) 612-8800
Joan M. Medeiros
Medeiros Law Firm
(916) 244-0745
Steve Romeo, Banker
Central Valley Community Bank
(916) 859-2556
Gary Schiff
Schiff Estate Services
(916) 206-4458
Donna Smith
Capitol Healthcare Advocates
(833) 227-2386
Donovan Trone, Manager Valuation Service Group
Moss Adams LLP
(916) 503-8168
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.