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1601 Response Road, Suite 110, Sacramento, CA (916) 646-8180 Terri L. Davis CPA, Inc. began operations as a sole proprietor in January 1994, and incorporated in 1999. Terri offers over twenty years of accounting and tax experience in public and industry accounting. She is licensed as a Certified Public Accountant by the state of California. In 2006 Terri L. Davis & Rebecca E. Harper joined forces to create a partnership called The Harper Davis Professional Financial Group. See Terri's website for more information about her firm and services.
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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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8880 Cal Center Drive, Suite 190, Sacramento, CA 95826 (916) 361-8797
Jon is a business, real estate and estate
planning attorney with over 22 years of experience.
He received his law degree from
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David L. Cohen, Cohen & Durrett The Employers' Council 8880 Cal Center Drive, Suite 190, Sacramento, CA 95826 (916) 361-8797 Dave Cohen provides preventive counseling in all areas of labor and employment law. Our goal is to avoid litigation when possible, and to build in all appropriate defenses in case litigation cannot be avoided. Cohen¨Durrett, LLP assists business owners and managers with a variety of issues relating to policies, procedures and human resources. Mr. Cohen also provides support during union organizing activities, collective bargaining and union decertification, and has represented employers before all state and federal courts as well as various agencies; and in all phases of dispute resolution and litigation in the labor and employment field..
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Dawn Herlache, Certified Escrow Officer/Branch Manager Alliance Title Company 2809 J Street Sacramento, CA 95816 (916) 449-2800 Dawn has enjoyed working in Escrow for the past 20 years and has had her professional designation since 1996. Dawn has the opportunity to work in all aspects of our business on both the commercial and residential side, beginning her career in the Commercial/Special Projects department of a major title insurer. She is experienced in commercial, residential, subdivision, foreclosure sales, short sales, and boundary line adjustments. A member of the American Escrow Association and has served on the Board of Directors for Sacramento Valley Escrow Association as well as on the Escrow Advisory Board for Alliance Title Company. Dawn really enjoys the variety of people she has gotten to work with on a daily basis and loves helping first time home buyers fulfill the American dream. She would appreciate the opportunity to earn your business.
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Financial
Freedom (916) 835-8684 GAckerman@financialfreedom.com Gene is a reverse mortgage specialist with over 4 years of mortgage experience. He enjoys helping seniors by financially enhancing their retirement. As a Financial Freedom Reverse Mortgage Specialist, he is committed to the highest level of integrity and trustworthiness regarding his company and it’s products. He can help you decide whether a reverse mortgage is right for your client. |
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As part of a group of "Trusted Advisors" Mortgage Express would like to provide you a referral source to these professional advisor's to help you in your personal and professional needs. Toni Howe Consulting 3960 Partridge Ave., West Sacramento, CA 95691 (916) 813-0603 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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