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

  • Mariam Aboudamous - Mariam is an attorney at Lee Law Firm, and she can help you through each step of the immigration process.
  • Kathleen Bock Stewart – Kathleen creates and reviews estate planning documents.
  • Eric Gullotta - Eric focuses on estate planning in Sonoma and Santa Rosa.
  • Skelton LawDoug is a local attorney with a focus on criminal defense and juvenile law. 
  • 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

  • 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.


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

  • 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

  • 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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