Membership Directory

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