Member Directory of the Gold Country Estate Planning Council

 

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Kelly Lapham MBA

Cornerstone Accounting Services

We are a full-charge accounting & bookkeeping company offering you as much or as little accounting help as needed. If you are a business owner, executive, independent professional, or an individual, you can benefit from our services. We provide accurate, timely and professional work that will be ready for your tax preparer at year-end. See More
Work 530 Searls Ave #C Nevada City CA 95959 Work Phone: (530) 264-7339 Work Fax: (888) 706-2406 Website: http://www.cornerstoneaccountant.com

We are a full-charge accounting & bookkeeping company offering you as much or as little accounting help as needed. If you are a business owner, executive, independent professional, or an individual, you can benefit from our services. We provide accurate, timely and professional work that will be ready for your tax preparer at year-end.

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Shawna McDonald

Sierra Foothills Reverse Mortgage

Loan Officer & Real Estate Broker serving the Nevada County Senior Citizen community for their Reverse Mortgage needs. NMLS # 271335 CA-BRE #00585530 See More
Work Phone: (530) 497-3010 Website: http://www.sierrafoothillsreverse.com

Loan Officer & Real Estate Broker serving the Nevada County Senior Citizen community for their Reverse Mortgage needs. NMLS # 271335 CA-BRE #00585530

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Ryan Meacher AAMS

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 426 Sutton Way Ste 104 Grass Valley CA 95945 Work Phone: (530) 272-9092 Work Fax: (877) 207-3541 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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Florence Mintzlaff

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. See More
Work 111 Bank St #430 Grass Valley CA 95945 Work Phone: (818) 632-2351

Licensed Professional Fiduciary and a member of Professional Fiduciaries Association of California. Trustee and Conservator. Trust and Estate Administration. Power of Attorney.

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Daniel Muggee

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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Robin Newman

By the Book

Fiduciary Accounting See More
Home 11531 Marilyn Ct Grass Valley CA 95949 Work Phone: (530) 273-6854 Work Fax: (530) 273-6854

Fiduciary Accounting

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Mary Owens CPA MS

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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Michael Pettit CFA JD

Ameriprise Financial

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. See More
Work 1223 Pleasant Grove Blvd Roseville CA 95678 Work Phone: (916) 784-2240 Work Fax: (916) 784-2208 Website: http://www.ameripriseadvisors.com/michael.d.pettit

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.

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Jim Phelps

Nevada County Habitat for Humanity

Providing affordable home ownership opportunities for low-income individuals who live and/or work in Nevada County. See More
Work PO Box 2997 Grass Valley CA 95945 Work Phone: (530) 274-1951 Website: www.nchabitat.org

Providing affordable home ownership opportunities for low-income individuals who live and/or work in Nevada County.

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Matt Quentmeyer

Sierra Fiduciary Services, LLC

Professional Trustee and Conservator. Ancillary services include Representative Payee Services, Power of Attorney, Decedent Estate Management, Forensic Accountings. See More
Work PO Box 1032 Grass Valley CA 95945 Work Phone: (530) 273-6347 Work Fax: (888) 273-6347 Website: www.sierrafiduciary.com

Professional Trustee and Conservator. Ancillary services include Representative Payee Services, Power of Attorney, Decedent Estate Management, Forensic Accountings.

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Donald L Ringen

Vintage Mercantile

Retired Financial Advisor, Ameriprise Financial. Vintage Mercantile buys, sells & trades vintage baseball cards, coins and Fiesta Ware pottery. See More
Work 13993 Indian Springs Rd Penn Valley CA 95946 Work Phone: (530) 272-7835 Work Fax: (530) 272-7835

Retired Financial Advisor, Ameriprise Financial. Vintage Mercantile buys, sells & trades vintage baseball cards, coins and Fiesta Ware pottery.

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Robert Smail

Edward Jones Investments

I want to understand what's important to you. We'll use an established process to build personalized strategies to help you achieve your goals. We will partner together throughout your life to help keep you on track. See More
Work 350 Crown Point Cir Ste 115 Grass Valley CA 95945 Work Phone: (530) 477-7492 Work Fax: (855) 379-2506 Website: http://www.edwardjones.com

I want to understand what’s important to you. We’ll use an established process to build personalized strategies to help you achieve your goals. We will partner together throughout your life to help keep you on track.

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Michael F Storz CLPF #387

Storz Fiduciary Services

Licensed fiduciary providing administration for decedent, revocable, irrevocable and SNT trusts as well as conservatorship and probate administration. Member of the Professional Fiduciaries Association of California (PFAC) since 2009. See More
Work 610 Auburn Ravine Rd Ste D Auburn CA 95603 Work Phone: (916) 220-3474 Work Fax: (916) 644-6258 Website: http://www.storzfiduciaryservices.com

Licensed fiduciary providing administration for decedent, revocable, irrevocable and SNT trusts as well as conservatorship and probate administration. Member of the Professional Fiduciaries Association of California (PFAC) since 2009.

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Douglas T Summers

Robertson, Woodford & Summers LLP

Estate, fiduciary & generation skipping transfer tax planning, compliance & consulting. See More
Home 1103 Sutton Way Grass Valley CA 95945 Work Phone: (530) 477-6468 Work Fax: (530) 477-6473 Website: http://www.abacus7.com

Estate, fiduciary & generation skipping transfer tax planning, compliance & consulting.

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Heather Thorpe

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 960 McCourtney Rd Ste A Grass Valley CA 95949 Work Phone: (530) 273-8570 Work Fax: (855) 387-2964 Website: www.edwardjones.com/heather-thorpe

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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