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Our Partners & Colleagues
   
We are focused on long
term relationships with our clients. We consider ourselves key members
for your personal “board of directors”. Our belief is that each business
and each family, regardless of size, should have its own “board of
directors”. As members of “your board” we bring tax and business
analysis planning and with my financial planning partner,
Rebecca Harper, add the elements of financial product strategies
with tax guidance and asset management strategies. We take the lead to
coordinate other potential advisors to “your board” for legal issues,
business valuations, financing solutions and other professional skills.
Please click below for a list of some of our advisors contacts.
Financial Planner
Estates
Business
Employment
Mortgage/Financing
QuickBooks
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Rebecca E. Harper, Certified Financial Planner
1601 Response Road, Suite 110, Sacramento, CA
(916) 614-7637
www.rebeccaharper.axafinancialprofessional.com
Rebecca has over 25 years of experience in the financial
planning industry. She has a degree in finance from University
of the Pacific, is a registered representative of AXA Advisors,
LLC, and is a licensed career agent with AXA Equitable Life
Insurance. She provides comprehensive business and individual
financial analysis and service which is designed to assist
business owners, executives and professionals in defining and
achieving their financial needs and objectives.
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Michael
Pearce, Estate Planning Attorney
7600 Greenhaven Dr., Suite 304, Sacramento, CA
(916) 399-5588
Michael is an estate planning attorney with over 15 years of
experience. He received his law degree from McGeorge School of
Law. Michael’s firm is exclusively devoted to estate planning
and estate administration services, including drafting of
Revocable and Irrevocable Trusts, Special Needs Trusts, and the
handling of estate administrations and probate.
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Jon Riese, Attorney
at Law
8880 Cal Center Drive, Suite 190,
Sacramento, CA 95826
(916) 361-8797
jon@rieselaw.com
Jon works with businesses to establish their business entities,
review and negotiate contracts and lease agreements.
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David L. Cohen,
Cohen & Durrett
The Employers' Council
8880 Cal Center Drive, Suite 190,
Sacramento, CA 95826
(916) 361-8797
www.cohendurrett.com
Cohen & Durrett attorneys practice
primarily in the areas of employment law, real estate, business
and commercial litigation. Also providing other legal services
to businesses and individual clients.
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Kurt E.
Munch, Senior Loan Consultant
5050 Laguna Blvd., Suite 112-561, Elk Grove, CA
(916) 683-4230
www.mtgexpress.net
Kurt has over 15 years experience in this industry. He holds a
Real Estate sales license, has a degree from CSUS, and is the
owner of Mortgage Express. He provides financing options to fit
your needs be it, purchase, refinance, home improvement, or debt
consolidation.
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Toni Howe,
QuickBooks Professional Advisor
Toni Howe Consulting
3960 Partridge Ave., West Sacramento, CA 95691
(916) 813-0603
www.tonihoweconsulting.com
With over 10 years of experience and being a member of the
QuickBooks Professional Advisors program for the past 7 years
Toni is trained in all versions of QuickBooks software and
specializing in software installation, setup and training for
you or your staff to maintain your accounting system. Also
available to provide you bookkeeping services using QuickBooks
software.
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