Member Directory of the Gold Country Estate Planning Council
To browse by specialty, click the drop-down menu below:
Dean Barda, CFP®
Apple & Associates
Services
Offering comprehensive financial planning & wealth management on a fee basis.
Dylan Blomgren , CRPS, AAMS
Owens Estate and Wealth Strategies Group
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.
Torrey Bowman , AAMS® CRPC®
Edward Jones
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.
Terry M Brown , CFP®
Commonwealth Financial Network
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
Avanti Centrae
Keller Williams Realty
Services
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
Cochrane Support Services
Services
It is our mission to provide person-centered specialized fiduciary services while preserving your dignity and protecting your financial and healthcare decisions.
Tessa DeVere
Edward Jones
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.
Linda Eckhart
McSweeney and Associates, APC
Services
Income tax planning and preparation, estate and trust planning and compliance, financial statement preparation, and business valuation, acquisition, and liquidation.
Kellie Ettlin , CPA, MS, AAMS
Owens Estate and Wealth Strategies Group
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.
Susan Gutowsky
American Cancer Society
Services
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.
Matthew Haas
Haas Law Corporation
Services
Estate planning, probate and trust administration, estate and trust litigation, conservatorships, and business transactions.
Sonia Jenkins , CRPS
Owens Estate and Wealth Strategies Group
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.
Robin Jennings
By the Book
Services
Trust Accountings & Full Charge Bookkeeping Services
Rick Kalb , CLTC
Northwestern Mutual Private Wealth Management
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.
Richard E Keene
Law Office of Minor & Keene
Services
Trusts, Wills, Powers of Attorney, Advance Health Care Directives, Probate Administrations & Trust Administration.
Daniel R Ketcham , SRA, MAI
Daniel Ketcham & Associates
Services
Real estate appraisal services for estate planning, probate, date of death, trust management, property disposition, litigation support, expert witness and value consultation.
Tanner Ketcham
Patterson’s Tax Practice
- Individuals
- Sole Proprietors
- Partnerships
- Limited Liability Corporations
- C Corporations
- Subchapter S Corporations
- Trusts
- Non-Profit Organizations
- Sales Tax Returns
- Tax Projections
- IRS & State Resolution
- IRS & State Representation
Services
Tax Preparation:
- Individuals
- Sole Proprietors
- Partnerships
- Limited Liability Corporations
- C Corporations
- Subchapter S Corporations
- Trusts
- Non-Profit Organizations
- Sales Tax Returns
- Tax Projections
- IRS & State Resolution
- IRS & State Representation
Peter Ketchand , CFA, MBA
Owens Estate and Wealth Strategies Group
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.
Orion Kroeger , CFP® CIMA®
Kroeger Financial
Services
Comprehensive Fee Only Financial Planning and Wealth Management services, Major Life Event Consultations and Financial Counseling.
Kelly Lapham , MBA
Cornerstone Accounting Services
Services
Preparation of Fiduciary Trust, Probate and Conservatorship Accountings.
Fiduciary Accountings are time-consuming and must conform to the California Probate Code. We organize your financial data and use dedicated accounting software that satisfies court approved filing requirements, and provides comprehensive Accountings, with knowledge of the complex Accounting Income and Principal Act.
Our accounting specialist has over 25 years experience. We provide high quality and personal service, and work with individual trustees, conservators and executors, attorneys, and professional fiduciaries.