Member Directory of the Gold Country Estate Planning Council

 

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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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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

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

Retired Ameriprise Financial

Coins, Currency and Baseball Cards. See More
Work 13993 Indian Springs Rd Penn Valley CA 95946 Work Phone: (530) 272-7835

Coins, Currency and Baseball Cards.

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Gregory Schasiepen

GRS Fiduciary Services

As a licensed Fiduciary, I act as a Conservator, Trustee, Executor of an Estate, agent under a Power of Attorney and provide bill pay and record keeping services. See More
Work 111 Bank St #322 Grass Valley CA 95945 Work Phone: (530) 263-6240 Website: http://www.grsfiduciaryservices.com

As a licensed Fiduciary, I act as a Conservator, Trustee, Executor of an Estate, agent under a Power of Attorney and provide bill pay and record keeping services.

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Robert Smail

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 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/robert-smail

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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Kyle Smith

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. See More
Work 21837 Junebug Rd Grass Valley CA 95949 Work Phone: (530) 268-3672 Work Fax: (530) 268-0149

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.

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Connie Stone CPA

Connie Stone, CPA

Personal, Trust and Business Tax Returns. Collaborative Law Team. Accounting. Forensic. See More
Work 131 S Auburn St Grass Valley CA 95945 Work Phone: (530) 273-6638 Work Fax: (530) 272-8902 Website: http://www.conniestonecpa.com

Personal, Trust and Business Tax Returns. Collaborative Law Team. Accounting. Forensic.

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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. See More
Work PO Box 4688 Auburn CA 95604 Work Phone: (916) 220-3474 Work Fax: (916) 644-6258 Website: http://www.storzfiduciaryservices.com

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.

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Douglas T Summers

Robertson, Woodford & Summers LLP

Estate, fiduciary & generation skipping transfer tax planning, compliance & consulting. See More
Work 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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Stefanie Thibedeau

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. See More
Work 500 Capital Mall Ste 1200 Sacramento CA 95814 Work Phone: (916) 215-4386 Work Fax: (402) 445-6530 Website: http://www.bankofthewest.com/wealth

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.

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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. See More
Work PO Box 249 Penn Valley CA 95946 Work Phone: (800) 969-8939 Work Fax: (530) 470-8749 Website: http://www.sierrafinancialadvisory.com

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.

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David R Walker

D. Walker & Associates

Individual, Corporate and Non-Profit financial and tax services. See More
Work 11270 Pleasant Valley Rd Penn Valley CA 95946 Work Phone: (530) 362-0614

Individual, Corporate and Non-Profit financial and tax services.

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Jeff Wells CFP® AAMS

Edward Jones

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. See More
Work 908 Taylorville Rd Grass Valley CA 95946 Work Phone: (530) 477-7702 Work Fax: (888) 784-1573 Website: http://www.edwardjones.com

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.

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Barry White

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. See More
Work PO Box 10 Applegate CA 95703 Work Phone: (530) 305-9036 Work Fax: (530) 653-2011 Website: http://www.barrywfiduciary.com

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.

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Howard D. Wilson

retired

Retired estate planning/administration. See More
Work 10765 Banner Mine Way Nevada City CA 95959 Work Phone: (530) 277-7798

Retired estate planning/administration.

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Pam Wilson

Owens Estate and Wealth Strategies Group

Comprehensive estate and financial planning services, investments, insurance and money management. See More
Work 1740 E Main St Ste 101 Grass Valley CA 95945 Work Phone: (530) 272-7500 Work Fax: (530) 272-5900 Website: http://www.raymondjames.com/oew

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

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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. See More
Work 1103 Sutton Way Grass Valley CA 95945 Work Phone: (530) 477-6468 Work Fax: (530) 477-6473 Website: http://www.abacus7.com

Estate and financial planning, post mortem planning, estate and trust administration and compliance including preparation of estate, gift and fiduciary income tax returns.