Broker Check

Useful Contacts

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


ATTORNEYS

  • Mariam Aboudamous - Mariam is an attorney at Lee Law Firm, and she can help you through each step of the immigration process.
  • Trevor Rose - Trevor specializes in estate planning and administration, business, and real estate/title transactions.
  • Celaya Law - Anthony Celaya and his team are specialists in wealth transfer, estate planning, and elder law.

BANKING

  • Tina Laviolette- Tina is the VP Branch Manager of Poppy Bank at the Napa Branch. 
  • Manuel Gaspar - Manuel is the Branch Operations Officer of Poppy Bank at the Napa Branch


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.


CREDIT SOLUTIONS


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.
  • Lipton TaxDJ  offers a full spectrum of tax and accounting services.


INSURANCE

LONG TERM CARE

  •  John Lord -  Napa Long Term Care Ombudsman  provides advocacy services for residents in long term care facilities.


IN-HOME CARE

  •  Senior Helpers–  Senior Helpers 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

  • Josh Diaz Real Estate- Josh is a Napa native who is bilingual and ready to assist with all of your buying and selling needs.
  • 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!

TECHNOLOGY SERVICES


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*Listed individuals/entities are not affiliated or registered with Cetera Advisors LLC. Any information provided by the listed individuals/entities is in no way related to Cetera Advisors LLC or its registered representatives and/or investment advisor representatives