Member Directory of the Gold Country Estate Planning Council

 

To browse by specialty, click the drop-down menu below:

No Photo Available

John T Schoeppach CFP, CRPC, CPFA

The Merrill Lynch Special Needs Team

Financial Planning and Wealth Management Services with expertise in Conservatorships, Guardianships and Special Needs Trusts. We understand the Uniform Prudent Investment Act, California Probate Code, California Rules of the Court and National Guardianship Standards. See More
Work 2320 E Bidwell St Ste 100 Folsom CA 95630 Work Phone: (916) 984-3270 Work Fax: (916) 265-0077 Website: https://fa.ml.com/SNT

Financial Planning and Wealth Management Services with expertise in Conservatorships,
Guardianships and Special Needs Trusts. We understand the Uniform Prudent Investment Act,
California Probate Code, California Rules of the Court and National Guardianship Standards.

No Photo Available

Sierra Harvest

Aimee Retzler and Malaika Bishop

Transforming Lives and Strengthening Community through Fresh, Local, Seasonal Food. See More
Work 313 Railroad Ave Ste 201 Nevada City CA 95959 Work Phone: (530) 265-2343 Website: www.sierraharvest.org

Transforming Lives and Strengthening Community through Fresh, Local, Seasonal Food.

No Photo Available

Kyle Smith

New York Life

My goal is to establish, nurture and maintain relationships with individuals and their business entities. I use a systematic approach, which looks at an individual's overall financial picture to identify insurance, financial opportunities and estate conservation solutions. See More
Work 21837 Junebug Rd Grass Valley CA 95949 Work Phone: (530) 268-3672 Work Fax: (530) 268-0149

My goal is to establish, nurture and maintain relationships with individuals and their business entities. I use a systematic approach, which looks at an individual’s overall financial picture to identify insurance, financial opportunities and estate conservation solutions.

No Photo Available

Craig Stone

The Merrill Lynch Special Needs Team

Financial Planning and Wealth Management Services with expertise in Conservatorships, Guardianships and Special Needs Trusts. We understand the Uniform Prudent Investment Act, California Probate Code, California Rules of the Court and National Guardianship Standards. See More
Work 2320 E. Bidwell St. Ste 100 Folsom CA 95630 Work Phone: (916) 984-3220 Work Fax: (916) 265-0080 Website: https://fa.ml.com/SNT

Financial Planning and Wealth Management Services with expertise in Conservatorships,
Guardianships and Special Needs Trusts. We understand the Uniform Prudent Investment Act,
California Probate Code, California Rules of the Court and National Guardianship Standards.

No Photo Available

Michael F Storz CLPF #387

Storz Fiduciary Services

Licensed fiduciary providing administration for decedent, revocable, irrevocable and SNT trusts as well as conservatorship and probate administration. Member of the Professional Fiduciaries Association of California (PFAC) since 2009. See More
Work 610 Auburn Ravine Rd Ste D Auburn CA 95603 Work Phone: (916) 220-3474 Work Fax: (916) 644-6258 Website: http://www.storzfiduciaryservices.com

Licensed fiduciary providing administration for decedent, revocable, irrevocable and SNT trusts as well as conservatorship and probate administration. Member of the Professional Fiduciaries Association of California (PFAC) since 2009.

No Photo Available

Douglas T Summers

Robertson, Woodford & Summers LLP

Estate, fiduciary & generation skipping transfer tax planning, compliance & consulting. See More
Home 1103 Sutton Way Grass Valley CA 95945 Work Phone: (530) 477-6468 Work Fax: (530) 477-6473 Website: http://www.abacus7.com

Estate, fiduciary & generation skipping transfer tax planning, compliance & consulting.

No Photo Available

Joe Tomkiewicz MS, CFP

Sierra Financial Advisory

Sierra Financial Advisory is an independent registered investment advisor specializing in comprehensive financial planning that focuses on the needs of each client under the fiduciary standard. See More
Work PO Box 249 Penn Valley CA 95946 Work Phone: (800) 969-8939 Work Fax: (530) 470-8749 Website: http://www.sierrafinancialadvisory.com

Sierra Financial Advisory is an independent registered investment advisor specializing in comprehensive financial planning that focuses on the needs of each client under the fiduciary standard.

No Photo Available

David R Walker

D. Walker & Associates

Individual, Corporate and Non-Profit financial and tax services. See More
Work 11270 Pleasant Valley Rd Penn Valley CA 95946 Work Phone: (530) 362-0614

Individual, Corporate and Non-Profit financial and tax services.

No Photo Available

Barry White

Barry White, Professional Fiduciary

As a licensed fiduciary, I provide trust and estate administrator services, act as agent under powers of attorney (financial & health care), personal financial management, veterans payee & court appointment as a conservator for the person and/or estate. See More
Work PO Box 10 Applegate CA 95703 Work Phone: (530) 305-9036 Work Fax: (530) 653-2011 Website: http://www.barrywfiduciary.com

As a licensed fiduciary, I provide trust and estate administrator services, act as agent under powers of attorney (financial & health care), personal financial management, veterans payee & court appointment as a conservator for the person and/or estate.

No Photo Available

Rick Wilkinson

G.F. Wilkinson Books

Appraiser - Books, Manuscripts, Ephemera See More
Work 10440 Keenan Way Grass Valley CA 95949 Work Phone: (415) 200-8707

Appraiser – Books, Manuscripts, Ephemera

No Photo Available

Mark S Wolff CSA®

Senior Care Authority

Senior Residential Placement. When it is no longer safe for a Senior to live at home, I provide guidance for the family regarding the types of care and living options available, help them to make difficult decisions, and quickly and efficiently find a safe home with appropriate levels of care that the family can afford. See More
Work 6520 Lonetree Blvd Ste 1005 Rocklin CA 95765 Work Phone: (916) 573-2120 Work Fax: (916) 573-2141 Website: www.seniorcare-sacramentometro.com

Senior Residential Placement. When it is no longer safe for a Senior to live at home, I provide guidance for the family regarding the types of care and living options available, help them to make difficult decisions, and quickly and efficiently find a safe home with appropriate levels of care that the family can afford.

No Photo Available

John R Woodford

Robertson, Woodford & Summers LLP

Estate and financial planning, post mortem planning, estate and trust administration and compliance including preparation of estate, gift and fiduciary income tax returns. See More
Work 1103 Sutton Way Grass Valley CA 95945 Work Phone: (530) 477-6468 Work Fax: (530) 477-6473 Website: http://www.abacus7.com

Estate and financial planning, post mortem planning, estate and trust administration and compliance including preparation of estate, gift and fiduciary income tax returns.

No Photo Available

Kim Zwick CPA/PFS AIF®

Full Circle Financial

Your personal CFO, providing financial planning, tax, and accounting services that help you make smart decisions about money, so you live with confidence and security. 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) 477-9308 Work Fax: (530) 477-9293 Website: http://www.myfcf.com/

Your personal CFO, providing financial planning, tax, and accounting services that help you make smart decisions about money, so you live with confidence and security. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

Page 1 Page 2 Page 3