Member Directory of the Gold Country Estate Planning Council

 

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Scott Beesley CFP®

JP Morgan

Comprehensive financial planning and wealth management for individuals and multi-generation families. See More
Work 428 Brunswick Rd Grass Valley CA 95945 Work Phone: (530) 272-2593

Comprehensive financial planning and wealth management for individuals and multi-generation families.

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Michelle Belmonte

Sierra Pacific Mortgage

Provide standard or reverse mortgage strategies for tax free asset utilization. NMLS#33076 See More
Work 406 E Main St Ste I Grass Valley CA 95945 Work Phone: (530) 272-7508 Work Fax: (866) 234-6196 Website: http://www.spmc.com/michelle.belmonte

Provide standard or reverse mortgage strategies for tax free asset utilization. NMLS#33076

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Dee Dee Beviacqua-Pruett

RE/Max Performance

Real estate services with a focus on Probate and Trust clients. See More
Work 776B Freeman Ln Grass Valley CA 95949 Work Phone: (530) 277-3822

Real estate services with a focus on Probate and Trust clients.

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Dylan Blomgren

Owens Estate and Wealth Strategies Group

Comprehensive estate and financial planning services, investments, insurance, and money management. See More
Work 426 Sutton Way Ste 110 Grass Valley CA 95945 Work Phone: (530) 272-7500 Work Fax: (530) 272-5900 Website: http://www.owensestateandwealth.com

Comprehensive estate and financial planning services, investments, insurance, and money management.

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Torrey Bowman AAMS® CRPC®

Edward Jones

Whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, we can provide personalized service and investment strategies that have proven themselves over the long-term. Let's discuss your goals during a financial review. Contact me today. See More
Work 120 N Auburn St, Ste 110 Grass Valley CA 95945 Work Phone: (530) 274-3445 Work Fax: (866) 462-2795 Website: http://www.edwardjones.com

Whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, we can provide personalized service and investment strategies that have proven themselves over the long-term. Let’s discuss your goals during a financial review. Contact me today.

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Terry M Brown CFP®

Commonwealth Financial Network

Comprehensive estate and financial planning services, investments, insurance and money management. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser See More
Work 260 Colfax Ave Grass Valley CA 95945 Work Phone: (530) 273-1208 Work Fax: (530) 477-9293

Comprehensive estate and financial planning services, investments, insurance and money management. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser

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Avanti Centrae

Keller Williams Realty

As a licensed real estate broker with 20+ years' of experience, I'm here to help sell your home for top dollar. My local team of estate sale experts, contractors, and inspectors is at your service. See More
Work 471 S Auburn Ste A Grass Valley CA 95945 Work Phone: (530) 591.3669 Work Fax: (530) 687-0315 Website: www.goldcountry-realestate.com/trust.html

As a licensed real estate broker with 20+ years’ of experience, I’m here to help sell your home for top dollar. My local team of estate sale experts, contractors, and inspectors is at your service.

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Kristin Donahue

Hospice of the Foothills

Compassionate end-of-life support for patients, families and the community. See More
Work 11270 Rough & Ready Highway Grass Valley CA 95945 Work Phone: (530) 274-5180 Work Fax: (530) 272-0328 Website: http://www.hospiceofthefoothills.org

Compassionate end-of-life support for patients, families and the community.

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Judy Dowdy SRA

Truckee Tahoe Valuations

Real Estate Valuations in the Truckee/Lake Tahoe areas. IRS Estate/DOD/Contribution Appraisals. See More
Work 16947 Skislope Way Truckee CA 96161 Work Phone: (530) 530-9363 Website: http://www.truckeetahoevaluations.com

Real Estate Valuations in the Truckee/Lake Tahoe areas. IRS Estate/DOD/Contribution Appraisals.

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Linda Eckhart

McSweeney and Associates, APC

Income tax planning and preparation, estate and trust planning and compliance, financial statement preparation, and business valuation, acquisition, and liquidation. See More
Work 350 Crown Point Circle Ste 200 Grass Valley CA 95945 Work Phone: (530) 292-5555 Work Fax: (530) 477-8865 Website: http://www.mcsweeneyandassociates.com

Income tax planning and preparation, estate and trust planning and compliance, financial statement preparation, and business valuation, acquisition, and liquidation.

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Sonia Jenkins

Owens Estate and Wealth Strategies Group

Comprehensive estate and financial planning services, investments, insurance, and money management. See More
Work 426 Sutton Way Ste 110 Grass Valley CA 95945 Work Phone: (530) 272-7500 Work Fax: (530) 272-5900 Website: http://www.owensestateandwealth.com

Comprehensive estate and financial planning services, investments, insurance, and money management.

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Jenni Johnston

Edward Jones Investments

Whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, we can provide personalized service and investment strategies that have proven themselves over the long-term. Let's discuss your goals during a financial review. Contact me today. See More
Work Phone: (530) 477-7492 Work Fax: (855) 379-2506

Whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, we can provide personalized service and investment strategies that have proven themselves over the long-term. Let’s discuss your goals during a financial review. Contact me today.

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Rick Kalb CLTC

Northwestern Mutual Wealth Management

We have been working with clients throughout the United States since 1983. My office specializes in financial planning, investment management, insurance products and tax reduction strategies. Our process is comprehensive and personalized to your circumstances - we provide customized solutions that match your life stage and financial ability. See More
Work Phone: (530) 470-1800 Work Fax: (530) 470-0463 Website: http://www.rickkalb.com

We have been working with clients throughout the United States since 1983. My office specializes in financial planning, investment management, insurance products and tax reduction strategies. Our process is comprehensive and personalized to your circumstances – we provide customized solutions that match your life stage and financial ability.

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Lee Kennedy

Lee Kennedy, EA

Tax preparation; tax issue resolution; business bookkeeping; trust accounting. See More
Work 15721 Thiel Way Grass Valley CA 95949 Work Phone: (530) 273-2376 Work Fax: (530) 273-7580

Tax preparation; tax issue resolution; business bookkeeping; trust accounting.

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Daniel R Ketcham

Daniel Ketcham & Associates

Real estate appraisal services for estate planning, probate, date of death, trust management, property disposition, litigation support, expert witness and value consultation. See More
Work 11693 Brunswick Pines Road Grass Valley CA 95945 Work Phone: (530) 477-8056 Website: www.KetchamAppraisal.com

Real estate appraisal services for estate planning, probate, date of death, trust management, property disposition, litigation support, expert witness and value consultation.

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Peter Ketchand MBA

Owens Estate and Wealth Strategies Group

Comprehensive estate and financial planning services, investments, insurance, and money management. See More
Work 426 Sutton Way Ste 110 Grass Valley CA 95945 Work Phone: (530) 272-7500 Work Fax: (530) 272-5900 Website: http://www.owensestateandwealth.com

Comprehensive estate and financial planning services, investments, insurance, and money management.

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