Member directory

Find the discipline the matter needs.

Every member listed here practices in estate planning and has been admitted by the council, listed by the membership type REEPC records for them.

91 members · showing 1–24

Matt Adams
Member‑at‑Large
MAI Capital Management
Santa Rosa
Diana Angell
CTFA · AEP®
Trust Officer
EXCHANGE BANK
Santa Rosa
Tony Apostolidis
CFP®
Financial Planner
LifePath Wealth Advisors
Santa Rosa
Frank Bailey
Attorney
Frank R. Bailey III, Attorney at Law
Santa Rosa
Catherine Banti
Attorney
Anderson Zeigler
Santa Rosa
Scott Blasingame
Member‑at‑Large
AltaView Advisors, LLC
Temecula
Kevin Burt
CFP®
Financial Planner
IEQ Capital
Foster City
Caren Callahan
AEP®
Attorney
Callahan Law
Ukiah
Zachary Carroll
Attorney
Anderson Zeigler
Santa Rosa
William Cassayre
Associate Member
Linkenheimer LLP, CPA’s & Advisors
Santa Rosa
Louis Cionci
Member‑at‑Large
Exit Strategies Group, Inc.
Petaluma
Erika Copenhaver
Attorney
Galanti & Copenhaver, Inc.
Santa Rosa
Deborah Corlett
Attorney
O’Brien Watters & Davis, LLP
Santa Rosa
Bryan Coryell
Attorney
Coryell Law
Santa Rosa
Maxwell Coughlin
CTFA
Trust Officer
Exchange Bank
Santa Rosa
Stuart Crandall
CFP®
Financial Planner
HCM Wealth
San Rafael
Kenneth Cyphers
Attorney
Anderson Zeigler
Santa Rosa
Daniel Davis
CPA · AEP®
Attorney
O’Brien Watters & Davis LLP
Santa Rosa
Judy Deniz
CPA
Certified Public Accountant
Linkenheimer CPA’s
Santa Rosa
Sandra Dexter
Private Fiduciary
Sonoma Fiduciary Services
Santa Rosa
Mary Catherine Doherty
Attorney
Mary Catherine Doherty Attorney at Law
Santa Rosa
Chad Dorr
Attorney
Perry, Johnson, Anderson, Miller & Moskowitz, LLP
Santa Rosa
Kit Driscoll
Attorney
Friedemann Goldberg Wargo Hess LLP
Santa Rosa
Clayton Dunkle
CFP®
Financial Planner
Sonoma Wealth Advisors
Sonoma