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Accounting & Tax
Evelyn Cook, CPA
Cook CPA Group
(916) 724-1665

Diane Falzarano, CPA
Diane Falzarano, CPA. (website)
(916) 786-8707

Linda S. Graham, CPA
(916) 408-3025

Jennifer M. Jensen
Jensen Smith Certified Public Accountants
(916) 434-1662

Frank Messina, Jr.
Lafler Moore Connerty and Webb, LLP
(916) 784-1040



Real Estate
Launi Cooper
MetLife Bank NA
916-218-2637

Des Lenz
American Pacific Reverse Mortgage Group
(916) 791-3760

Renee Perez, Operations Manager
Digital Valuation Services (website)
(916) 780-5959

Rob Perez, Certified Residential Appraiser
Digital Valuation Services (website)
(916) 780-5959

Rob Wolf, Realtor
Keller Williams
(916) 408-7697



Legal
Elise Baker, Esq.
Placer Law Group, APC
(916) 632-1930

Penelope A. Changaris
John L. Guth, A Professional Law Corp.
(916) 774-7030

Barbara B. Christensen
Law Office of Barbara B. Christensen
(916) 960-6200

Marilyn Clark, Esq.
Adams & Hayes Law
(916)434-2550

Lynn A. Dean
Law Offices of Lynn A. Dean
(916) 786-7515

Margaret Heiser Fulton, Attorney
Robinson, Lyon and Fulton
(530)885-8900

Tracy L.P. Shows, Esq.
Law Office of Tracy Shows (website)
(916) 724-5212

Kate Swain, Attorney
Placer Law Group, APC
(916) 955-2771

Colleen J. Waters
Law Office of Lynn A. Dean
(916) 225-3570



Financial Advisors
Douglas Boring, CFP®
Spectrum Wealth Management, Inc.
(916) 791-5300

Erik Boyme
Wells Fargo Advisors, LLC
(916) 787-2108

Douglas E. Clifford, CLU
Northwestern Mutual
(916) 772-6220

Richard Frank, CFP
Edward Jones
(916) 973-1741

Peggy Lee
Prudential
(916) 577-1982

Tony Owings, CFP
A.R. Owings Financial Strategies
(916) 580-3025

Andrew Tenaglia
UBS
(916) 774-7420



Fiduciary Services
Joseph Arana, Managing Director
Adams & Associates
(916) 434-1022

Chris Ann Bachtel, Trust Manager
First Northern Bank
(916) 325-8500

Michael F. Storz
Storz Fiduciary Services
(916) 220-3474



Other Services
Karen Poeschel, Professional Organizer
TLC Estate Clearing, Inc, (website)
(916) 276-2959

Susan Willson, Development Director
Placer SPCA
(916) 782-7722 x 102

Julie VanDooren, Planned Giving Specialist
American Cancer Society
(916) 561-2902