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 73–91

Chris Severson
CFP®
Financial Planner
Christopher W. Severson
Santa Rosa
Samantha Shelley
Associate Member
Linkenheimer
Santa Rosa
Tricia Shindledecker
Attorney
Law Offices of Tricia A. Shindledecker
Santa Rosa
Thomas Sink
AEP®
Attorney
Sink Law Office
Cloverdale
Melissa Smith
CPA
Trust Officer
Sr. Trust Advisor
Corte Madera
Kathryn Spyrka
Private Fiduciary
Collaborative Care Coordination & Fiduciary Services
Santa Rosa
Chris Stafford
CTFA
Financial Planner
Edward Jones
Rohnert Park
Charmaine Stainbrook
Attorney
Providence Santa Rosa Memorial Hospital Foundation, Petaluma Valley Hospital Foundation and Healdsburg Hospital Foundation
Santa Rosa
Ruby Steinbrecher
Attorney
Law Office of Ruby Steinbrecher
Sebastopol
Josh Sterling
CLU®
Life Insurance Agent
Camas Advice
Windsor
Kristine Tellefsen
Attorney
Perry, Johnson, Anderson, Miller & Moskowitz LLP
Santa Rosa
Sarah Trejo
Private Fiduciary
Kosbie Fiduciary & CPA
Windsor
Juliane Veselik
Trust Officer
Bank of Marin
Novato
Marcus Wardell
Member‑at‑Large
Wardell Appraisals
Healdsburg
Ron Wargo
Attorney
Friedemann Goldberg Wargo Hess LLP
Santa Rosa
Jacob Weber
CFP®
Financial Planner
Willow Creek Wealth Management, Inc.
Sebastopol
Samuel Westermann
Associate Member
Open Trail Financial Consultants
Santa Rosa
Jackson Yates
CFP®
Financial Planner
Sharon Zimmerman
CFP® · CLU®
Financial Planner
Northwestern Mutual Wealth Management Company
Santa Rosa