Member Directory of the Gold Country Estate Planning Council
To browse by specialty, click the drop-down menu below:
Scott Beesley , CFP®
RW Baird
Comprehensive financial planning and wealth management for individuals and multi-generation families.
Dylan Blomgren , CRPS, AAMS
Owens Estate and Wealth Strategies Group
Comprehensive estate and financial planning services, investments, insurance, and money management.
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.
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
Avanti Centrae
Keller Williams Realty
As a licensed real estate broker with 20+ years’ of experience, I’m here to help sell your home for top dollar. My local team of estate sale experts, contractors, and inspectors is at your service.
Lori Cochrane , MA, CLPF 795
Cochrane Support Services
Lori is a Licensed Professional Fiduciary specializing in matters of the person, focusing on person centered practices, serving as: Power of Attorney for Healthcare; Conservator of Person; Healthcare & Special Needs Advocate; Care Manager. She is a veteran of health and disability advocacy since 2000. Lori is a professional member of the National Guardianship Association, and a General Member of the Professional Fiduciary Association of California.
Matt Culver , CFP®
RW Baird
We strive to help our clients achieve their own financial and personal goals through individually tailored portfolio building and a specialized comprehensive financial planning process.
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.
Judy Dowdy , SRA
Truckee Tahoe Valuations
Real Estate Valuations in the Truckee/Lake Tahoe areas. IRS Estate/DOD/Contribution Appraisals.
Linda Eckhart
McSweeney and Associates, APC
Income tax planning and preparation, estate and trust planning and compliance, financial statement preparation, and business valuation, acquisition, and liquidation.
Susan Gutowsky
American Cancer Society
The American Cancer Society is the oldest nationwide voluntary health organization dedicated to eliminating cancer by funding research, education and early detection programs in your community and nationwide.
Kirstin Glass Haas
Haas Law Corporation
Estate planning, probate and trust administration, estate and trust litigation, conservatorships, real property law (litigation and transactions), and business law (litigation and transactions).
Matt Haas
Haas Law Corporation
Estate planning, probate and trust administration, estate and trust litigation, conservatorships, real property law (litigation and transactions), and business law (litigation and transactions).
Theresa Haleen
Help at Home Senior Care
We are an in-home care company who provides licensed caregivers to help seniors stay safe and independent in their own home or community. We have been assisting seniors since 2004.
Dylan Hendricks
Hendricks McFarlane Attorneys at Law
Personalized estate planning services, trust and probate administration, and charitable advising.
Hospice of the Foothills
Kristin Donahue
Hospice of the Foothills provides professional, comprehensive and compassionate end-of-life care to our patients, their loved ones, and our community.
Sonia Jenkins , CRPS
Owens Estate and Wealth Strategies Group
Comprehensive estate and financial planning services, investments, insurance, and money management.
Jenni Johnston
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.
Rick Kalb , CLTC
Northwestern Mutual 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.
Richard E Keene
Law Office of Minor & Keene
Trusts, Wills, Powers of Attorney, Advance Health Care Directives, Probate Administrations & Trust Administration.