Member Directory of the Gold Country Estate Planning Council
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Michael Pettit CFA JD
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.
James L. Poland Esq.
James Poland Attorney
Sierra Fiduciary Services, LLC
Professional Trustee and Conservator. Ancillary services include Representative Payee Services, Power of Attorney, Decedent Estate Management, Forensic Accountings.
Law Office of Virginia Ryan
GRS Fiduciary Services
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.
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.
Connie Stone CPA
Connie Stone, CPA
Michael F Storz CLPF #387
Storz Fiduciary Services
Licensed Fiduciary and member of the Professional Fiduciaries Association of California since 2009 providing administration for decedent, revocable, irrevocable and SNT trusts as well as conservatorships and probate administrations.
Douglas T Summers
Robertson, Woodford & Summers LLP
Bank of the West
Our team of Corporate Trustee Services includes Fiduciary Officers, Portfolio Managers, and a national support staff that specializes in trust and fiduciary matters as well as fiduciary investment management.
Joe Tomkiewicz MS, CFP
Sierra Financial Advisory
Sierra Financial Advisory is an independent registered investment advisor specializing in comprehensive financial planning that focuses on the needs of each client under the fiduciary standard.
David R Walker
D. Walker & Associates
Jeff Wells CFP® AAMS
We offer numerous investments and services to help you reach your financial goals, including smart spending and borrowing options, retirement, paying for education, estate considerations and protecting your assets. Please contact me for more information.
Barry White, Professional Fiduciary
As a licensed fiduciary, I provide trust and estate administrator services, act as agent under powers of attorney (financial & health care), personal financial management, veterans payee & court appointment as a conservator for the person and/or estate.
Jennifer L. Wilkerson
A Professional Corporation
Certified specialist in Estate Planning, Trust & Probate Law (State Bar of California Board of Legal Specialization). Also conservatorships, trust administration and elder law.
Owens Estate and Wealth Strategies Group
John R Woodford
Robertson, Woodford & Summers LLP
Estate and financial planning, post mortem planning, estate and trust administration and compliance including preparation of estate, gift and fiduciary income tax returns.