Broker Check

Our Partners

When we don't know the answer, we have a solid list of professional colleagues we reach out to and partner with.


ATTORNEYS

  • Jennifer Byram – Jennifer works locally (Napa) and focuses on helping people plan and manage the business and legal consequences of incapacity and death.
  • Kathleen Bock Stewart – Kathleen creates and reviews estate planning documents.
  • Eric Gullotta - Eric focuses on estate planning in Sonoma and Santa Rosa.
  • Trevor Rose - Trevor specializes in estate planning and administration, business, and real estate/title transactions.

BANKING

  • Alonso Hernandez - Alonso is the Financial Services Manager at the Napa Valley Main Branch of Mechanics Bank.

BOOKKEEPING

  • Julie Amaral - By the Books provides full service personal and business bookkeeping.
  • Cristal Villasenor - Elite Financial Company, Inc. are bookkeeping, tax, and payroll professionals.

COLLEGE PLANNING

  • Ronald J Adams – Ron is a certified College Planning Specialist specializing in test preparation and identifying the best budget-minded ways to pay for college.


MORTGAGE BROKERS

  • Hilda Hensley – Hilda is a Consultant with Benchmark Mortgage, and specializes in conventional, FHA, VA and the HUD FHA 203(k) loans.
  • Clay Selland – Clay is the President and CEO of Signet Mortgage, and specializes in reverse mortgages.


TAX ACCOUNTANTS

  • Ganze & Co. – Ganze & Co. is a team of highly qualified CPAs that can help you with your tax or business accounting needs.


INSURANCE


LONG TERM CARE

  • Elizabeth Mautner – Elizabeth is a Long Term Care Ombudsman in Napa, and provides advocacy services for residents in long term care facilities.

IN-HOME CARE

  • Marilyn Barnes – Marilyn specializes in in-home care, helping you with everything from the daily struggles of aging to coping with the affects of Alzheimer’s or dementia.

REAL ESTATE

  • Giselle Lampe - Lampe & Lampe, Coldwell Banker, Brokers of the Valley - Whether you are looking to buy or sell real estate, rely on Gisellle and her team to walk you through the process from Imagine to Achieve!

WEBSITE SERVICES

  • Monica Granados-Lopez - WSI Next Gen Marketing offers Digital Marketing Solution (website, search, social, and mobile) to Napa and Solano County businesses.


The web sites listed are being provided for information purposes only. Although we assume the information is factually accurate, we are not responsible for the content as we are not affiliated with and do not endorse, authorize or sponsor any of the listed Web sites or their respective sponsors. First Allied Securities, Inc. is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. First Allied Securities, Inc. is not responsible for the content of any website or the collection or use of information regarding website's users and/or members.