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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 |
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