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Category
LastName
FirstName
Company
Email
Phone
Street Address
City/State
Zip
Accountant
Butterfield
Jerry
Butterfield + Co. CPAs, Inc.
jerry@butterfieldcpas.com
209-242-9971
501 W. Weber Ave, Ste 400a
Stockton, CA
95203
Accountant
Chan
Catherine
Bowman & Company, LLP
cchan@cpabowman.com
10100 Trinity Parkway, Ste 310
Stockton, CA
95219
Financial Advisors - Consultants
Christ
Daniel
Wells Fargo Financial Advisors
daniel.christ@wellsfargoadvisors.com
209-954-7403
3203 West. March Lane, Ste 100
Stockton, CA
95219

Qualified-Other

Cosgrove
Julie
Keller Williams Realty
jcosgrove@kw.com
209 298-0252
3133 March Lane, Suite 1060
Stockton, CA
95219
Attorney
Crabtree
Steven D.
Herum/Crabtree Attorneys
scrabtree@herumcrabtree.com
209-472-7700
5757 Pacific Ave, Ste 222
Stockton, CA
95207
Attorney
Culbreath
Shaun
Calone & Harrel Law Group
sdc@caloneandharrel.com
1810 Grand Canal Blvd. Ste 6
Stockton, CA
95207

Qualified-Other

Eckardt-Cantrall
Julie
St. Joseph’s Foundation of San Joaquin
Julie.eckardt@commonspirit.org
209-461-5021
1800 N. California Street
Stockton, CA
95204
Attorney
Engh
Christopher H.
Kroloff, Belcher, Smart, Perry & Christopherson
cengh@kroloff.com
209-478-2000
7540 Shoreline Dr.
Stockton, CA
95219
Trust Officer
Gail-Stone
Annette
Bank of Stockton Wealth Management Group
agailstone@bankofstockton.com
P: 209-929-1570 C: 209-740-0297
P.O. Box 201014
Stockton, CA
95201
Attorney
Galarneau
Megan
Shore, McKinley & Conger, LLP
mgalarneau@smcslaw.com
209-477-8171
3031 W. March Lane, Suite 230
Stockton, CA
95219
Attorney
Giannecchini
Melissa
Neumiller & Beardslee
mgiannecchini@neumiller.com
209-948-8200
P.O. Box 20
Stockton, CA
95201
Life Underwriter
Goldstrand
Dennis
Goldstrand Planning Group
dennis@goldstrand.com
209-472-7000
2800 W. March Lane, Ste 326
Stockton, CA
95219

About Us
The San Joaquin Estate Planning Council provides an educational and social forum for professionals active in the estate planning field. We admit to membership attorneys, trust officers, accountants, insurance and financial planners and planned giving professionals, as well as allied professionals.

4719 Quail Lakes Dr., Ste G
Stockton, CA 95207-526

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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