Member Directory of the Gold Country Estate Planning Council

 

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Dean Barda, CFP®

Apple & Associates

Offering comprehensive financial planning & wealth management on a fee basis. See More
Work 565 Brunswick Rd Ste 8 Grass Valley CA 95945 Work Phone: (530) 272-1345 Website: www.appleandassociates.com
Services

Offering comprehensive financial planning & wealth management on a fee basis.

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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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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. See More
Work 113 Presley Way, #11 Grass Valley CA 95945 Work Phone: (530) 591.3669 Website: www.goldcountry-realestate.com/trust.html
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.

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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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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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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. See More
Work 350 Crown Point Circle Ste 200 Grass Valley CA 95945 Work Phone: (530) 272-5555 Website: http://www.mcsweeneyandassociates.com
Services

Income tax planning and preparation, estate and trust planning and compliance, financial statement preparation, and business valuation, acquisition, and liquidation.

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Kellie Ettlin , CPA, MS, 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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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. See More
Work 1545 River Park Dr, Ste 100 Sacramento CA 95815 Work Phone: (916) 792-8866 Website: http://www.cancer.org
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.

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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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Tanner Ketcham

Patterson’s Tax Practice

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
See More
Work 312 Colfax Ave Grass Valley CA 95945 Work Phone: (530) 615-4917 Website: www.pattersonstaxpractice.com
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
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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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Orion Kroeger , CFP® CIMA®

Kroeger Financial

Comprehensive Fee Only Financial Planning and Wealth Management services, Major Life Event Consultations and Financial Counseling. See More
Work 12430 Nevada City Hwy Grass Valley CA 95945 Work Phone: (530) 478-9734 Work Fax: (530) 478-9764 Website: http://www.kroegerfinancial.com
Services

Comprehensive Fee Only Financial Planning and Wealth Management services, Major Life Event Consultations and Financial Counseling.

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Kelly Lapham , MBA

Cornerstone Accounting 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.… See More
Work 565 Brunswick Rd Ste 15 Grass Valley CA 95945 Work Phone: (530) 264-7339 Work Fax: (888) 706-2406 Website: http://www.cornerstoneaccountant.com
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.

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