Member Directory of the Gold Country Estate Planning Council

 

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Peter Ketchand CFA, 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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Kellie Lewelling CPA, MS, AAMS

Owens Estate and Wealth Strategies Group

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

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

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Shawna McDonald NMLS # 271335 CA-DRE #00585530

Sierra Foothills Reverse Mortgage

Loan Officer & Real Estate Broker serving the Nevada County Senior Citizen community for their Reverse Mortgage needs. 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.

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Ed McSweeney

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. See More
Work 350 Crown Point Cir Ste 200 Grass Valley CA 95945 Work Phone: (530) 272-5555 Work Fax: (530) 272-8865 Website: www.mcsweeneyandassociates.com

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.

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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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Brian Melsheimer

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. See More
Work 578 Sutton Way #271 Grass Valley CA 95945 Work Phone: (530) 632-3428 Website: www.snappraisal.com

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.

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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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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: www.owensestateandwealth.com

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

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Janet Peake

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. See More
Work 416 Broad Street Nevada City CA 95959 Work Phone: (530) 265-0785 Work Fax: (530) 687-8336

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.

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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. See More
Work 1430 Blue Oaks Blvd. #290 Roseville CA 95747 Work Phone: (916) 580-2180 x 101 Work Fax: (916) 580-2080 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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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. See More
Home 739 Maltman Dr Grass Valley CA 95945 Work Phone: (530) 272-6103 Website: www.emilyrivenes.com

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.

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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. See More
Work 2320 E Bidwell St Ste 100 Folsom CA 95630 Work Phone: (916) 984-3270 Work Fax: (916) 265-0077 Website: https://fa.ml.com/SNT

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.

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Sierra Harvest

Aimee Retzler and Malaika Bishop

Transforming Lives and Strengthening Community through Fresh, Local, Seasonal Food. See More
Work 313 Railroad Ave Ste 201 Nevada City CA 95959 Work Phone: (530) 265-2343 Website: www.sierraharvest.org

Transforming Lives and Strengthening Community through Fresh, Local, Seasonal Food.

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