When we don't know the answer, we have a solid list of professional colleagues we reach out to and partner with.
- Mariam Aboudamous - Mariam specializes in immigration services.
- 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.
- Alonso Hernandez - Alonso is the Financial Services Manager at the Napa Valley Main Branch of Mechanics Bank.
- Julie Amaral - By the Books provides full service personal and business bookkeeping.
- Cristal Villasenor - Elite Financial Company, Inc. are bookkeeping, tax, and payroll professionals.
- 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.
- 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.
- Ganze & Co. – Ganze & Co. is a team of highly qualified CPAs that can help you with your tax or business accounting needs.
- Kimberly Menager – Kimberly is an Agent with Wine Valley Insurance, and can help you with your home, auto and business insurance needs.
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.
- 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.
- 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!
- Monica Granados-Lopez - WSI Next Gen Marketing offers Digital Marketing Solution (website, search, social, and mobile) to Napa and Solano County businesses.
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