Discover local financial advisors who can help with your estate planning needs.
Scott Beesley , CFP®
RW Baird
Biography
Comprehensive financial planning and wealth management for individuals and multi-generation families.
Dylan Blomgren , CRPS, AAMS
Owens Estate and Wealth Strategies Group
Biography
Comprehensive estate and financial planning services, investments, insurance, and money management.
Torrey Bowman , AAMS® CRPC®
Edward Jones
Biography
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
Biography
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
Matt Culver , CFP®
RW Baird
Biography
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
Biography
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.
Sonia Jenkins , CRPS
Owens Estate and Wealth Strategies Group
Biography
Comprehensive estate and financial planning services, investments, insurance, and money management.
Jenni Johnston
Edward Jones Investments
Biography
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
Biography
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.
Peter Ketchand , CFA, MBA
Owens Estate and Wealth Strategies Group
Biography
Comprehensive estate and financial planning services, investments, insurance, and money management.
Kellie Lewelling , CPA, MS, AAMS
Owens Estate and Wealth Strategies Group
Biography
Comprehensive estate and financial planning services, investments, insurance, and money management.
Shawna McDonald , NMLS # 271335 CA-DRE #00585530
Sierra Foothills Reverse Mortgage
Biography
Loan Officer & Real Estate Broker serving the Nevada County Senior Citizen community for their Reverse Mortgage needs.
Ryan Meacher , AAMS
Edward Jones
Biography
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.
Mary Owens , CPA MS
Owens Estate and Wealth Strategies Group
Biography
Comprehensive estate and financial planning services, investments, insurance and money management.
Janet Peake
Crown Capital Securities, L.P.
Biography
Janet has helped many people realize their dreams to achieve financial independence, pay for their childrens’ college education and to lead the lives they desire with financial security.
Michael Pettit , CFA JD
Ameriprise Financial Services, Inc
Biography
I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.
John T Schoeppach , CFP, CRPC, CPFA
The Merrill Lynch Special Needs Team
Biography
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.
Kyle Smith
New York Life
Biography
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.
Craig Stone
The Merrill Lynch Special Needs Team
Biography
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.
Joe Tomkiewicz , MS, CFP
Sierra Financial Advisory
Biography
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.
Kim Zwick , CPA/PFS AIF®
Full Circle Financial
Biography
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.