Member Directory of the Gold Country Estate Planning Council
To browse by specialty, click the drop-down menu below:
Sandra Barrington , CFRE
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.
Scott Beesley , CFP®
RW Baird
Services
Comprehensive financial planning and wealth management for individuals and multi-generation families.
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
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.
Jennifer Cordova
Nevada County Habitat for Humanity
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.
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.
Matthew Haas
Haas Law Corporation
Services
Estate planning, probate and trust administration, estate and trust litigation, conservatorships, and business transactions.
Dylan Hendricks
Hendricks McFarlane, P.C.
Services
Our office offers estate planning, trust administration and probate services to clients with needs ranging from basic revocable trusts, to special needs beneficiary planning, to transfers of complex business and real estate assets.
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.
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.
Amiee Kushner
Blue Pine Fiduciary LLC
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.
Katie Lester
Katie Lester Attorney at Law
Services
Trusts and Wills, Probate and Adoption.
Valerie Logsdon
Golden Age Law
Services
Certified Elder Law Attorney who assists families with planning tools: Revocable Living Trusts and Wills, Durable Powers of Attorney, Advance Health Care Directives, Medi-Cal planning and implementation, Conservatorships, Probate proceedings.
Beau Mayfield
Law Office of Beau Mayfield
Services
Estate Planning, Wills and Trusts, Powers of Attorney, Advance Health Care Directives
Deeds, Trust Administration, Business Law and Transactions