Member Directory of the Gold Country Estate Planning Council
To browse by specialty, click the drop-down menu below:
The Law Offices of Gabriel Lenhart
Kellie Lewelling CPA, MS, AAMS
Owens Estate and Wealth Strategies Group
Golden Age Law
Certified Elder Law Attorney who assists families with planning tools: Revocable Living Trusts and Wills, Durable Powers of Attorney, Advance Health Care Directives, Medi-Cal planning and implementation, Conservatorships, Probate proceedings.
Michael C Mapes
Mapes Legal PC
I have devoted my legal practice to provide affordable and fixed cost legal services to small businesses and individuals in Northern California. The services I provide are aimed at keeping my clients out of court. The potential cost savings, peace of mind, and confidence you earn when consulting with a knowledgeable lawyer while forming a business, entering into a contract, or planning for future needs, cannot be measured. I work specifically in small business needs, construction and property, and, most importantly, trusts, estates, probate, and future planning.
Shawna McDonald NMLS # 271335 CA-DRE #00585530
Sierra Foothills Reverse Mortgage
McSweeney and Associates, APC
In practice in Nevada County since 1981, Ed McSweeney applies his tax accounting and auditing talents to individual clients, proprietorships, partnerships, corporations, and both manufacturing and retail businesses. His expertise extends to business valuations for the purposes of buying and selling a business, marriage dissolution, and estate planning. He also maintains a focus on special procedure management engagements for business clients.
Ryan Meacher AAMS
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.
Sierra Nevada Appraisal Group
Sierra Nevada Appraisal Group provides real estate appraisal services for trusts, estates, IRS contribution, date of death, and a variety of other professional needs throughout western Nevada and Placer counties.
Mintzlaff Fiduciary Services
Licensed Professional Fiduciary and a member of Professional Fiduciaries Association of California. Trustee and Conservator. Trust and Estate Administration. Power of Attorney.
Mary Owens CPA MS
Owens Estate and Wealth Strategies Group
Laura F Paré
Law Office of Minor & Keene
Crown Capital Securities, L.P.
Janet has helped many people realize their dreams to achieve financial independence, pay for their childrens’ college education and to lead the lives they desire with financial security.
Michael Pettit CFA JD
Ameriprise Financial Services, Inc
I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.
Nevada County Habitat for Humanity
Sierra Fiduciary Services, LLC
Professional Trustee and Conservator. Ancillary services include Representative Payee Services, Power of Attorney, Decedent Estate Management, Forensic Accountings.
Emily Rivenes MS, CPA, CFP®
My practice is centered around providing personalized tax planning and preparation services for individuals, small businesses, and trusts. As a CPA and CFP® with a long history in financial planning, I approach my work with the client’s entire financial picture in mind. I often partner with the client’s other financial advisers to ensure comprehensive planning with a common goal to help maximize wealth retention and ensure a solid financial future.
Law Office of Virginia Ryan
John T Schoeppach CFP, CRPC, CPFA
The Merrill Lynch Special Needs Team
Financial Planning and Wealth Management Services with expertise in Conservatorships,
Guardianships and Special Needs Trusts. We understand the Uniform Prudent Investment Act,
California Probate Code, California Rules of the Court and National Guardianship Standards.
Aimee Retzler and Malaika Bishop
New York Life
My goal is to establish, nurture and maintain relationships with individuals and their business entities. I use a systematic approach, which looks at an individual’s overall financial picture to identify insurance, financial opportunities and estate conservation solutions.