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Category | LastName | FirstName | Company | Email | Phone | Street Address | City/State | Zip |
|---|---|---|---|---|---|---|---|---|
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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