Member Directory of the Gold Country Estate Planning Council

 

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Sandra Barrington , CFRE

Sierra Nevada Memorial Hospital Foundation was incorporated in 1984 to serve the growing needs of Sierra Nevada Memorial Hospital. Our mission: We touch and save lives every day by helping Sierra Nevada Memorial Hospital deliver superior healthcare through outreach programs, education, state-of-the-art technology and facilities by means of philanthropy and volunteerism. Serving as a bridge between the hospital and the community, we create an environment with philanthropy flourish for healthcare for today and tomorrow. See More
Work PO Box 1810 Grass Valley CA 95945 Work Phone: (530) 477-9700 Website: www.SupportSierraNevada.org
Services

Sierra Nevada Memorial Hospital Foundation was incorporated in 1984 to serve the growing needs of Sierra Nevada Memorial Hospital. Our mission: We touch and save lives every day by helping Sierra Nevada Memorial Hospital deliver superior healthcare through outreach programs, education, state-of-the-art technology and facilities by means of philanthropy and volunteerism. Serving as a bridge between the hospital and the community, we create an environment with philanthropy flourish for healthcare for today and tomorrow.

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Scott Beesley , CFP®

RW Baird

Comprehensive financial planning and wealth management for individuals and multi-generation families. See More
Work 360 Sierra College Dr, Ste 200 Grass Valley CA 95945 Work Phone: (530) 271-3000 Website: www.rwbaird.com
Services

Comprehensive financial planning and wealth management for individuals and multi-generation families.

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Dylan Blomgren , CRPS, AAMS

Owens Estate and Wealth Strategies Group

Owens Estate and Wealth Strategies Group is a comprehensive wealth management firm providing clients with the highest level of service and integrity. We specialize in investment management, financial & retirement planning, estate consulting, and insurance. 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
Services

Owens Estate and Wealth Strategies Group is a comprehensive wealth management firm providing clients with the highest level of service and integrity. We specialize in investment management, financial & retirement planning, estate consulting, and insurance.

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Torrey Bowman , AAMS® CRPC®

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 120 N Auburn St, Ste 110 Grass Valley CA 95945 Work Phone: (530) 274-3445 Work Fax: (866) 462-2795 Website: http://www.edwardjones.com
Services

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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Terry M Brown , CFP®

Commonwealth Financial Network

Comprehensive estate and financial planning services, investments, insurance and money management. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser See More
Work 260 Colfax Ave Grass Valley CA 95945 Work Phone: (530) 273-1208 Work Fax: (530) 477-9293
Services

Comprehensive estate and financial planning services, investments, insurance and money management. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser

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Lori Cochrane , MA, CLPF

Cochrane Support Services

It is our mission to provide person-centered specialized fiduciary services while preserving your dignity and protecting your financial and healthcare decisions. See More
Work 200 Gateway Dr #855 Lincoln CA 95648 Work Phone: (916) 705-7309 Website: www.CochraneCSS.com
Services

It is our mission to provide person-centered specialized fiduciary services while preserving your dignity and protecting your financial and healthcare decisions.

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Jennifer Cordova

Nevada County Habitat for Humanity

Providing affordable home ownership opportunities for low-income individuals who live and/or work in Nevada County, and providing meaningful opportunities for giving and volunteering to those who want to give back to their community. See More
Work PO Box 2997 Grass Valley CA 95945 Work Phone: (530) 274-1951 Website: www.nchabitat.org
Services

Providing affordable home ownership opportunities for low-income individuals who live and/or work in Nevada County, and providing meaningful opportunities for giving and volunteering to those who want to give back to their community.

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Tessa DeVere

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 908 Taylorville Rd, Ste 100 Grass Valley CA 95949 Work Phone: (530) 477-7702 Work Fax: (888) 784-1573 Website: www.edwardjones.com/tessa.devere
Services

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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Sonia Jenkins , CRPS

Owens Estate and Wealth Strategies Group

Owens Estate and Wealth Strategies Group is a comprehensive wealth management firm providing clients with the highest level of service and integrity. We specialize in investment management, financial & retirement planning, estate consulting, and insurance. 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
Services

Owens Estate and Wealth Strategies Group is a comprehensive wealth management firm providing clients with the highest level of service and integrity. We specialize in investment management, financial & retirement planning, estate consulting, and insurance.

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Rick Kalb , CLTC

Northwestern Mutual Private Wealth Management

We have been working with clients throughout the United States since 1983. My office specializes in financial planning, investment management, insurance products and tax reduction strategies. Our process is comprehensive and personalized to your circumstances - we provide customized solutions that match your life stage and financial ability. See More
Work 307 Spring St Ste A Nevada City CA 95959 Work Phone: (530) 470-1800 Work Fax: (530) 470-0463 Website: http://www.rickkalb.com
Services

We have been working with clients throughout the United States since 1983. My office specializes in financial planning, investment management, insurance products and tax reduction strategies. Our process is comprehensive and personalized to your circumstances – we provide customized solutions that match your life stage and financial ability.

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Daniel R Ketcham , SRA, MAI

Daniel Ketcham & Associates

Real estate appraisal services for estate planning, probate, date of death, trust management, property disposition, litigation support, expert witness and value consultation. See More
Work 11693 Brunswick Pines Road Grass Valley CA 95945 Work Phone: (530) 477-8056 Website: www.KetchamAppraisal.com
Services

Real estate appraisal services for estate planning, probate, date of death, trust management, property disposition, litigation support, expert witness and value consultation.

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Peter Ketchand , CFA, MBA

Owens Estate and Wealth Strategies Group

Owens Estate and Wealth Strategies Group is a comprehensive wealth management firm providing clients with the highest level of service and integrity. We specialize in investment management, financial & retirement planning, estate consulting, and insurance. 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
Services

Owens Estate and Wealth Strategies Group is a comprehensive wealth management firm providing clients with the highest level of service and integrity. We specialize in investment management, financial & retirement planning, estate consulting, and insurance.

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Amiee Kushner

Blue Pine Fiduciary LLC

Blue Pine Fiduciary provides services as trustees, personal representatives, conservators, and agents under a durable power of attorney. We strive to protect and provide for those in need in accordance with their best interests, while at the same time encouraging and empowering people in decision making and maintaining control of their own lives to the greatest extent possible. See More
Work Phone: (415) 484-6859 Website: www.bluepinefiduciary.com
Services

Blue Pine Fiduciary provides services as trustees, personal representatives, conservators, and agents under a durable power of attorney. We strive to protect and provide for those in need in accordance with their best interests, while at the same time encouraging and empowering people in decision making and maintaining control of their own lives to the greatest extent possible.

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