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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
Attorney
Greenberg
Jeffrey M.
Greenberg & Greenberg
gnglawfirm@aol.com
209-956-4550
3031 W. March Ln., Ste 120
Stockton, CA
95219
Attorney
Harrel
Jason W.
Calone & Harrel Law Group
jwh@caloneandharrel.com
209-952-4545
1810 Grand Canal Blvd. Ste 6
Stockton, CA
95207
Life Underwriter
James
Craig
Northwestern Mutual Financial Network
craig.james@nmfn.com
209-334-9578
1806 W. Kettleman Lane, Ste K
Lodi, CA
95242
Attorney
Kim
Elizabeth
Law office of Sidney L. Algre
ekim@alegrelaw.com
209-830-2939
1015 N. Central Avenue
Tracy, CA
95376
Accountant
Lee
Kit
Moss Adams, LLP
kit.lee@mossadams.com
209-955-6146
3121 West March Lane, Ste 100
Stockton, CA
95219
Attorney
Manassero, Jr.
George
George J. Manassero, Jr.
gmanassero@aol.com
209-957-1333
C/O Audry R. Wylie Inc. 1833 West March Ln. #1
Stockton, CA
95207
Accountant
Marchini
Jennifer
Croce & Company
jmarchini@croceco.com
209-943-2222
3247 West March Lane Suite 200
Stockton, CA
95219
Life Underwriter
Marcus
Scott R.
Northwestern Mutual Financial Newwork
scott.marcus@nm.com Website: Scott-marcus.com
209-369-5555
207 W. Oak St
Lodi, CA
95242
Accountant
Miladinovich
Danny
DKM Wealth Mangement, Inc.
Danny@dkmwealth.com
209-800-5855
10100 Trinity Parkway, Suite 450
Stockton, CA
95219
Attorney
Ornellas
Mark F.
Haydel & Ornellas
mark@hydorn.com
209-956-5900
3350 Deer Park Dr., Ste A
Stockton, CA
95219
Accountant
Petrick
Daryl
Bowman & Company, LLP
darylp@cpabowman.com
209-473-1040
10100 Trinity Parkway, Ste 310
Stockton, CA
95219
Attorney
Prag
Jeffrey E.
Jeffrey E. Prag, Attorney at Law
jeprag@praglaw.com
209-472-3480
5250 Claremont, Ste 117
Stockton, CA
95207
Financial Advisors - Consultants
Rambo
Brian
Securities America
brian.rambo@securitiesamerica.com
209-477-8800
3031 W. March Lane, Ste 212 W
Stockton,CA
95219
Attorney
Roster
John
John Roster, Attorney
Roster.office@gmail.com
209-952-4547
1810 Grand Canal Blvd. Ste 4
Stockton, CA
95207
Accountant
Russick
Jeanne
Bowman & Company, LLP
jeanner@cpabowman.com
209-473-1040
10100 Trinity Parkway, Ste 310
Stockton, CA
95219
Accountant
Saner
Josh
Bowman & Company, LLP
jsaner@cpabowman.com
209-473-1040
10100 Trinity Parkway, Ste 310
Stockton, CA
95219
Qualified other
Schneider
Kevin
Schneider Asset Management, LLC
kevin@schneiderasset.com
209-981-2803
3439 Brookside Road, Suite 211
Stockton, CA
95219
Attorney
Sem
Rebecca
Kroloff, Belcher, Smart, Perry & Christopherson
rsem@kroloff.com
209-478-2000
7540 Shoreline Dr.
Stockton, CA
95219
Attorney- NEW
Tapella
Carlena
Weintraub Tobin
ctapella@weintraub.com
916-558-6056
400 Capitol Mall, 11th floor
Sacramento, CA
95814
Financial Advisors - Consultants
Teigen
Tolen
Financial Decisions
tolent4@aol.com
209-327-4298
5345 North El Dorado Street, Suite #18
Stockton, CA
95207
Trust Officer
Thibedeau
Stefanie
BMO Wealth Management
stefanie.thibedeau@bmo.com
916-215-4386
500 Capitol Mall Suite 1200
Sacramento, CA
95814
Accountant
Van Laar, III
Lammert
Kemper CPA Group, LLC
lvanlaar@kcpag.com
209-473-2001
3031 W. March Lane, Ste 1335S
Stockton, CA
95219
Qualified other
Watts
Julie
AVP Trust Administrative Officer Bank of Stockton Wealth Management Group
jwatts@bankofstockton.com
209- 929-1510
PO Box 201014
Stockton, CA
95201

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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