Member Directory of the Gold Country Estate Planning Council

 

To browse by specialty, click the drop-down menu below:

No Photo Available

Scott Beesley CFP®

RW Baird

Comprehensive financial planning and wealth management for individuals and multi-generation families. See More
Work 360 Sierra College Dr, Ste 200 Grass Valley CA 95945 Work Phone: (530) 271-3000 Website: www.rwbaird.com

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

No Photo Available

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.

No Photo Available

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.

No Photo Available

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

No Photo Available

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.

No Photo Available

Matt Culver CFP®

RW Baird

We strive to help our clients achieve their own financial and personal goals through individually tailored portfolio building and a specialized comprehensive financial planning process. See More
Work 360 Sierra College Dr, Ste 200 Grass Valley CA 95945 Work Phone: (530) 271-3000 Website: www.rwbaird.com

We strive to help our clients achieve their own financial and personal goals through individually tailored portfolio building and a specialized comprehensive financial planning process.

No Photo Available

Kristin Donahue

Hospice of the Foothills

Hospice of the Foothills provides professional, comprehensive and compassionate end-of-life care to our patients, their loved ones, and our community. See More
Work 11270 Rough & Ready Highway Grass Valley CA 95945 Work Phone: (530) 274-5189 Work Fax: (530) 272-0328 Website: http://www.hospiceofthefoothills.org

Hospice of the Foothills provides professional, comprehensive and compassionate end-of-life care to our patients, their loved ones, and our community.

No Photo Available

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.

No Photo Available

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) 272-5555 Work Fax: (530) 272-8865 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.

No Photo Available

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.

No Photo Available

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.

No Photo Available

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.

No Photo Available

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.

No Photo Available

Daniel R Ketcham SRA, MAI

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.

No Photo Available

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.

Page 1 Page 2 Page 3