About: Site Administrator

Barb Lyon 415.845.5022 Barb@RelyonB.net www.RelyonB.net After a career of leading customer operations teams for software and service companies, Barb has taken her passion for helping others to a new frontier as a Daily Money Manager. Guided by the American Association of Daily Money Managers (ADMM) standards of practice and code of ethics, Barb partners with…

Daniel A. Rossi, Esq. MARTINO & ROSSI LAW FIRM 1299 4th Street, Ste.202 San Rafael, CA 94901 https://martinorossi.com T: 415-450-5066 F: 415-532-3111 Daniel began his law career interning at the Nassau County Department of Social Services and the Nassau County Attorney’s Office in New York while working his way through the Hofstra University School of…

chris@rsfadvisors.com 415.577.1338 www.rsfadvisors.com Chris is a co-founder and Partner of RSF Advisors Inc. She has a varied business background in real estate, project management, staff development, and client service. She was a tenant representation specialist at Commercial Partners focusing on office, retail and industrial leasing. Formerly she was a creative Senior Section Manager at McDonnell…

Lynda Cence, Tax Preparation, Enrolled Agent 415-370-4401 lyndacence@gmail.com Your Finances and Deductions Deserve more than a Postcard! Contact us today to schedule a consultation For many individuals and small business owners, preparing income tax returns can seem like an intimidating process. The evolving landscape of tax law and complex situations can change in any year,…

Kris Kelson, State Farm Insurance, Insurance - Personal Lines Personal Lines of Insurance 415-721-0121 www.kriskelson.com | kris.kelson.mdmj@statefarm.com

Suzanne Schneider, CEBS, CLTC phone: 415.302.8522 fax: 415.485.0528 www.suzanneinsures.com | suzanne@suzanneinsures.com Specializing in individual and group long term care, medicare supplements, and life insurance. Over 25 years of insurance broker and consultant, including long term care insurance and employee benefits insurance consulting. I have worked for several national insurance companies and brokerage firms, as well…