I am the owner of Stonefield Insurance Brokers, and I have been in the insurance industry since 2019. In 2024, my wife and I bought our first home, and just three months later I took a leap of faith, left…
Category: cs-Financial-Legal
Patrick is a licensed real estate agent specializing in Business Brokering, Commercial Property Sales and Leasing. Combining financial expertise with entrepreneurial insight, Patrick holds a degree in Economics and Accounting from UC Santa Barbara and is a Culinary Institute of…
Jill Carothers Vice President, Wealth Management Rebalance 144 Knight Dr. San Rafael, CA 94901 415.686.0699 Jcarothers@rebalance360.com https://www.rebalance360.com I provide holistic financial planning and investment management to help my clients balance short term needs with long term goals to create a…
Jennafer L. Thorpe | Bookkeeping and Financial Services jennafer@jlthorpe.com https://jlthorpe.com/ The love of patterns and procedures is in Jennafer’s DNA. A keen sailor and gardener, she thrives in an environment where she can plan, problem solve, and implement processes that help…
Mark K. de Langis | Litigator and Founder of Lucas Valley Law San Rafael Office 2110 Elderberry Lane San Rafael, CA 94903 (415) 472-3892 mdelangis@lucasvalleylaw.com http://www.lucasvalleylaw.com/ Mr. de Langis is a litigator, practicing in a variety of areas, from general business…
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…
Dane Moler PRMI Primary Residential Mortgage, Inc. Division President NMLS # 222498 (415) 652-2424 1101 5th Ave, Ste 330 San Rafael, CA 94901 www.primaryresidentialsf.com Dane Moler has been in the mortgage industry in San Francisco for over a decade, much…
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…
Lynda Cence, CPA Lynda Cence & Associates 415-370-4401 lyndacence@gmail.com Back in the 1990s, Lynda Cence had a realization. As a small business owner in San Francisco, she witnessed fellow business owners struggling to manage their finances, W2s, 1099s and tax…
Kris Kelson, State Farm Insurance, Insurance – Personal Lines Personal Lines of Insurance 415-721-0121 www.kriskelson.com | kris.kelson.mdmj@statefarm.com
Mark Machado, Eleven Real Estate, Residential Realtor Residential Real Estate – Your Heartbeat in Real Estate! 415.298.7027 https://www.elevencalifornia.com mark@elevencalifornia.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…
Brendan Brewer, The Law Offices of Brendan Brewer Attorney – Estate Planning & General Business Attorney – General Practice, Wills, Estates. Place your trust in me. 415-492-0590 www.brewerlawoffices.com | Brendan@BrewerLawOffices.com Attorney Brendan P. Brewer strives to give quality and attentive…