Referral Partner List

Tax Planning Advisors:

• Maryann Ross, EA – MLP Financial 408‐453‐2000 mross@mlpfinancial.com (If calling asking for Kym)
• Robert Tracy, CPA – Tax Help and Accounting Solutions 408-558-9000 robert@taxhelpco.com
• Jie Zhu, CPA – PP&Co, 408-287-7911 jzhu@PPandCo.com (Specialized in Personal, Business and International)

Financial Advisors that incorporate Financial, Tax and Estate Planning into their Practice:

• Stephen Grochol, SGC Financial, 650-227-0380 stephen.grochol@sgc-financial.com (Requires $100k min)
• Kurt Hoefer, Summitry Financial, 650-212-2240 kurt@summitry.com (Requires $1m min)
• Jason Papier, WRP Financial, (408) 470-8395 jpapier@wrpwealth.com (Requires $1m min)
• Dave Murdock, Bordeaux Wealth Advisors, 650-289-1105 dmurdock@bordeauxadvisors.com (Requires $5m min)
• Carlo Panaccione, Navigation Group, 650-595-1700 carlo@navigationgroup.com (Requires $5m min)

Estate Planning and Elder Law (Establish Wills, Trusts, CRT’s and Life Time Estate Planning):

• Angel Riley – Chauvel and Glatt LLP – Estate Planner 650-573-9500 x 2005 angel@chauvellaw.com
• Jen Scharre – Temmerman, Cilley and Kohlmann – Estate Planner 408-998-9500 x 6394 JScharre@tcklawfirm.com
• Tim Watson – Watson Machado LLP – Estate Planner 650-324-1101 tim@watsonmachado.com
• John Kessler – Kessler Financial, Estate Planner and Fiduciary 408-247-6409 john@kesslerfinancial.com

Realtors:

• Dawn Thomas – The Dawn Thomas Team 650-701-7822 dawn@siliconvalleyandbeyond.com

Life Insurance Specialist:

• Chris Welton, Wealth Advisor 650-249-4889 christopher.welton@nm.com
• Todd Wellnitz, Life Specialist 415-846-1521 todd@wellguardfinancial.com

Property and Casualty Insurance Services:

• Frank Hughes with Farmers Insurance (650) 815‐7068 fhughes1@farmersagent.com (Direct with Farmers)
• Bernard Lauper with Risk Strategies (650)-227-7206 bernard@maccorkle.com (Great for High End and Commercial Ins)
• Dan Lorber with Epic Brokers (650) 678-0963 danlorber@epicbrokers.com (True Insurance Broker)
• Angela Frangieh, State Farm 408-489-9661 angela.frangieh.m8zx@statefarm.com

Legal Consulting to Include Anything Residential, Construction or Commercial Real Estate or General Law:

• Ron Chauvel, Attorney at Law 650-573-9500 x2001 ron@chauvellaw.com
• Bill Gates, Attorney at Law 408-499-0395 wlg@gedlaw.com
• Lino Martire, Attorney at Law (408) 280‐6898 lino.martire@martirelaw.com

Important Notes: The material contained in this brochure is provided by various 3rd party providers and is for informational and educational purposes only and should not be construed as investment or tax planning advice. Although the material is deemed to be accurate and reliable, there is no guarantee it is not without errors. For questions and/or to verify the contained info, contact your local tax planner, certified public accountant, enrolled agent or tax attorney, lender or mortgage originator.