Member Directory

Financial Planner & Life Insurance Advisor
“Invest by Design, Not by Default”

O. 925-949-7499 | F. 925-944-5742 | CA License # 4063154

Focus areas include Insurance Strategies, College Funding Strategies, Group Benefits, Financial Education, Retirement Income Planning, Business Owners, Investment Strategies (Reg. Reps Only), Risk Management Strategies, Estate Planning, Charitable Giving

- Financial Services & Planning 

MCE is a not-for-profit public agency and the preferred electricity provider for more than 580,000 customer accounts and 1.5 million residents and businesses across Contra Costa, Marin, Napa, and Solano counties. Setting the standard for clean energy in California since 2010, MCE leads with 100% renewable power at stable rates, delivering a 1200 MW peak load and significantly reducing greenhouse emissions and reinvesting millions in local programs. For more information about MCE, visit mceCleanEnergy.org, or follow us on your preferred social platform @mceCleanEnergy. - Non-Profit Organizations & Clubs

We've been in California for more than 119 years.

We’re your neighbors who live and work in your community. We share your values and aspirations. And as bankers, we endeavor to help you achieve your financial goals through offerings including personal banking, business banking, trust and estate services, brokerage and wealth management services. It’s a commitment we’ve taken seriously since 1905, when railroad workers, ship builders and immigrants from around the world placed their trust in us. They believed in us, instilling a sense of personal accountability and responsibility that remain part of our culture today.

Every client has a story and dreams. So do our communities, which grow and prosper through the people who contribute and the businesses that produce. Passionate about giving back, we stand with our communities, giving our time and financial resources to achieve lasting improvements.

With branches spanning everywhere from the Imperial Valley to the Cascades, and from the coastal cities and towns to the Sierra Nevada foothills, we serve California. No other bank is more passionate about providing for its clients’ banking and lending needs, and giving back to its communities across the Golden State. 

Menowar provides education and coaching services for individuals, couples, groups, and corporations to empower women to proactively manage the mental, physical, and emotional impacts of menopause so they can thrive during mid-life and beyond.

- Coaches - Business, Life, Career & Health

- Healh Care/Wellness 

We are a sustainable goods and refill apothecary that specializes in clean and powerful personal care and home care products that are locally and sustainably made in the Bay Area.

- Retail

- Beauty Supply Retail Store 

Miles Westbrook & Deal LLP has served the San Francisco Bay Area since 2009 as a boutique law firm focused on complex insurance, real estate, commercial litigation, estate planning and probate.

 - Attorneys/Legal Services

Mindful Littles is a 501c3 nonprofit organization dedicated to making compassion a habit. Our experiential education programs cultivate socially conscious, resilient students, communities and corporate leaders. We teach empathy building skills and compassion habits, and create opportunities to put those lessons into practice in service of a nonprofit or cause. The more you feel good, the more you do good and vice versa. As we repeat the cycle, compassion becomes a habit, and the positive benefits continue to ripple and grow. We serve communities throughout the country, specializing in areas impacted by natural disasters, including several in Northern California coping with emotional trauma after wildfires.