Member Directory of the Gold Country Estate Planning Council

 

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Dawn Akel

Akel Fiduciary Inc.

California Licensed Professional Fiduciary, Governor appointed member of the Professional Fiduciaries Advisory Committee, and CEO and Fiduciary at Akel Fiduciary, Inc. Providing professional trust and estate administration, Special Needs Trusts, Conservatorships, Power of Attorney, Agent of Health, and Independent Business Administration and Receiverships. Offices in Lincoln, Elk Grove and Sonoma. See More
Work Phone: (916) 686-7804Work Fax: (916) 690-8991 Website: http://www.akelfiduciary.com

California Licensed Professional Fiduciary, Governor appointed member of the Professional Fiduciaries Advisory Committee, and CEO and Fiduciary at Akel Fiduciary, Inc. Providing professional trust and estate administration, Special Needs Trusts, Conservatorships, Power of Attorney, Agent of Health, and Independent Business Administration and Receiverships. Offices in Lincoln, Elk Grove and Sonoma.

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Bob Altieri CBA MBA

Exit Strategies Group, Inc

Business Valuations for various estate planning purposes and Business Brokerage Services. See More
Work 11602 Victorian Ct Nevada City CA 95959 Work Phone: (530) 478-9790Work Fax: (530) 362-4170 Website: http://www.exitstrategiesgroup.com

Business Valuations for various estate planning purposes and Business Brokerage Services.

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Martha “Marty” Austin

The Home Bookkeeper

Professional Fiduciary and Conservator. Strong emphasis on working with clients in their homes guiding and managing personal financial & bookkeeping needs. Case management. See More
Work P.O. Box 2207 Nevada City CA 95959 Work Phone: (530) 265-4432Work Fax: (530) 265-4432

Professional Fiduciary and Conservator. Strong emphasis on working with clients in their homes guiding and managing personal financial & bookkeeping needs. Case management.

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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 MBA CFP® EA

Sierra Pacific Mortgage

I am a licensed mortgage lender doing both regular and reverse mortgages See More
Work 406 E Main St Ste I Grass Valley CA 95945 Work Phone: (530) 272-7508Work Fax: (866) 234-6196 Website: http://www.myrmagent.com/michelle/faq.php?init=1

I am a licensed mortgage lender doing both regular and reverse mortgages

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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) 272-7500Work 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) 274-3445Work 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) 273-1208Work 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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Margie Determan CFP®

Vice President, Robert W Baird: Private Wealth Management

Comprehensive Wealth Management strategies focusing on Wealth Enhancement, Wealth Protection, Wealth Transfer & Charitable Giving—specializing in Private Wealth Management for Women. See More
Work 360 Sierra College Dr Ste 200 Grass Valley CA 95945 Work Phone: (530) 271-3018 (888) 792-9244Work Fax: (530) 271-3050 Website: http://www.rwbaird.com

Comprehensive Wealth Management strategies focusing on Wealth Enhancement, Wealth Protection, Wealth Transfer & Charitable Giving—specializing in Private Wealth Management for Women.

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Kristin Donahue

Hospice of the Foothills

Hospice of the Foothills affirms life and promotes dignity at the end-of-life by providing professional, comprehensive, and compassionate care to our patients, their loves ones, and our community. See More
Work 11270 Rough & Ready Highway Grass Valley CA 95945 Work Phone: (530) 272-5739Work Fax: (530) 272-0328 Website: http://www.hofo.org

Hospice of the Foothills affirms life and promotes dignity at the end-of-life by providing professional, comprehensive, and compassionate care to our patients, their loves ones, and our community.

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Judy Dowdy SRA

J Dowdy Appraisal Consulting

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.judydowdy.com

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

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Janice Dunn CFP®

The Lee and Dunn Group

Comprehensive Wealth Management strategies focusing on Wealth Enhancement, Wealth Protection, Wealth Transfer & Charitable Giving—specializing in Private Wealth Management for Women. See More
Work 360 Sierra College Dr Ste 200 Grass Valley CA 95945 Work Phone: (530) 271-3018 (888) 792-9244Work Fax: (530) 271-3050 Website: http://www.rwbaird.com

Comprehensive Wealth Management strategies focusing on Wealth Enhancement, Wealth Protection, Wealth Transfer & Charitable Giving—specializing in Private Wealth Management for Women.

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Kimberly Farwell

Concierge Accounting Services

Concierge Accounting is a service that allows high earning people to do what they do best and have another powerful, trusted person manage every aspect of their personal cash flow. See More
Work 530 Searls Ave #C Nevada City CA 95959 Work Phone: (530) 264-7339 Website: http://www.myconciergeaccountant.com

Concierge Accounting is a service that allows high earning people to do what they do best and have another powerful, trusted person manage every aspect of their personal cash flow.

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Susan Gutowsky

American Cancer Society

The American Cancer Society is the oldest nationwide voluntary health organization dedicated to eliminating cancer by funding research, education and early detection programs in your community and nationwide. See More
Work 1545 River Park Dr, Ste 100 Sacramento CA 95815 Work Phone: (916) 792-8866 Website: http://www.cancer.org

The American Cancer Society is the oldest nationwide voluntary health organization dedicated to eliminating cancer by funding research, education and early detection programs in your community and nationwide.

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