Contact Information

Our Guests

G. Scott Haislet

3445 Mt. Diablo Blvd.
Lafayette, CA 94549
(925)283-1031

Peggy Martin, CLU, FLMI, CASL

Family Wealth Consulting Group
10 S. Almaden Blvd., Suite 1250
San Jose, CA 95113
(408)453-2221
peggy@fwcg.net
www.fwcg.net

Michael Jones

Thompson Jones LLP
24591 Silver Cloud Ct., Suite 250
Monterey, CA 93940
(831)373-1800
www.thompsonjones.com

Jeffrey B. Hare

501 Stockton Ave.
San Jose, CA 95126
(408)279-3555

Paul Duren

Bridge Bank
55 Almaden Blvd., Suite 100
San Jose, CA 95113
(408)556-8688

Janis A. Carney, Attorney at Law

Carney, Sugai & Sudweeks, LLP
750 University Ave., Suite 140
Los Gatos, CA 95032
(408)402-6400
JanisC@css-lawfirm.com
www.css-lawfirm.com

Martin Schainbaum

601 Montgomery St. #688
San Francisco, CA 94111
(415)777-1040
schainbm@taxwarrior.com
www.taxwarrior.com

Mark A. Erickson

2155 S. Bascom Ave., Suite 100
Campbell, CA 95008
(408)377-9101
mark@markaerickson.com
www.markaerickson.com

Peter Moss

Wymac Capital, Inc.
3021 Citrus Cir. #105
Walnut Creek, CA 94598-2643
925-937-4300
peterm@wymac.com
www.wymac.com

Don Pollard

Advanced Professionals
1017 Burlwood Dr.
San Jose, CA 95120
(408)363-4372

Phil Price, EA

The Price Company
5151 N. Palm Avenue, Suite 920
Fresno, CA 93704
(888)558-1817
philp@thepricecompany.com
www.ThePriceCompany.com

William Mahan

Attorney at Law
125 S. Market St., Suite 1200
San Jose, CA 95113
(408)288-8100
wdm@gedlaw.com

Rebecca Dupras

Silicon Valley Community Foundation
2440 W. El Camino Real
Mountain View, CA 94040
(650)450-5400
www.siliconvalleycf.org

Robert Temmerman, Jr.

Attorney at Law
Temmerman, Cilley, & Kohlmann LLP
2502 Stevens Creek Blvd.
San Jose, CA 95128
(408)998-9500
rtemmerman@tcklawfirm.com
www.tcklawfirm.com

Nancy J. Ross, Divorce Coach & Mediator

Bauer Shepherd & Ross and Associates
10455 Torre Ave.
Cupertino, CA 95014
(408) 973-1001
nanjross@yahoo.com

William Neville

The Entrust Group
555 12th Street, Suite 1250
Oakland, CA 94607
(800)392-9653, Extension 237

Craig Martin, CFP®

Family Wealth Consulting Group
10 S. Almaden Blvd., Suite 1250
San Jose, CA 95113
(408)453-2222
craig@fwcg.net
www.fwcg.net
Call (408)453-2220 for an appointment or to purchase his book, Asset Class Investing

Michael Desmarais

16450 Los Gatos Blvd., Ste. 208
Los Gatos, CA 95032
(408)356-6886

Charles H. Packer

Hopkins & Carley
200 Page Mill Road, Suite 200
Palo Alto, CA 94306
(650)804-7600

Sharon Lacy

United Capital
5050 El Camino Real, Suite 204
Los Altos, CA 94022
(650)964-7024

David S. Howard

Loomis & Co., CPAs, LLP
267 E. Campbell Ave., Ste. 200
Campbell, CA 95008
(408)558-4132

Bettie Baker Marshall

Attorney at Law
577 Salmar Avenue, Suite 120
Campbell, CA 95008
(408)874-0990
Bettie@bbm-law.com

Greg Carpenter

BTI Group Mergers & Acquisitions
4 N. Second St., Ste. 560
San Jose, CA 95113
(408)898-0393
gregcarpenter@business-team.com
www.business-team.com

William J. Mitchell

P.O. Box 1578
Capitola, CA 95010
(831)476-5624

Richard H. Lambie

367 South Baywood Ave.
San Jose, CA 95128
(408)551-0212
richard@rhlambie.com
www.rhlambie.com

Lisa Barr

Silicon Valley Community Foundation
2440 W. El Camino Real
Mountain View, CA 94040
(650)450-5400
www.siliconvalleycf.org

Dick Blakeley

The Blakely Group, Inc.
2804 Mission College Blvd., Suite 205
Santa Clara CA 95054
(408)459-4910

Patricia Cain

Professor of Law
Santa Clara University
500 El Camino Real
Santa Clara, CA 95053
(408)554-4612
pcain@scu.edu
law.scu.edu/blog/samesextax

Lori Greymont

305 Vinyard Town Center #228
Morgan Hill, CA 95037
(888)298-0652

Tom W. Anderson

Retirement Industry Trust Association
265 Gerry Ct.
Walnut Creek, CA 94596
(925)330-0168
tomwanderson1@gmail.com

James O. Brown

Perisho, Tombor & Brown, PC
2105 South Bascom Ave., Suite 159
Campbell, CA 95008
(408)985-5150

Michael W. Malter

Binder & Malter, LLP
2775 Park Ave.
Santa Clara, CA 95050
(408)295-1700

Richard Schachtili

Hopkins & Carley
200 Page Mill Rd., Suite 200
Palo Alto, CA 94306
650)804-7600
www.hopkinscarley.com

Jennifer Cunneen

Hopkins & Carley
70 S. First St.
San Jose, CA 95113
(408)286-9800
jcunneen@hopkinscarley.com
www.hopkinscarley.com

David Beck, CFP®

Bay Area Planners
19925 Stevens Creek Blvd., Suite 100
Cupertino, CA 95014
(408)725-7135

Kate Levinson

PO Box 44
Inverness, CA 94937
(415)717-7576
DPrice@MoneyCoachingInstitute.com
www.emotionalcurrency.com

Deborah Price

Moneycoaching Institute
Novato, CA 94945
(415)895-1069
DPrice@MoneyCoachingInstitute.com
moneycoachinginstitute.com

Tom Oviatt

Wymac Capital, Inc.
2700 Ygnacio Valley Rd., Suite 260
Walnut Creek, CA 94598
(925)937-4300
tomo@wymac.com
www.wymac.com

Mari Ellen Loijens

Silicon Valley Community Foundation
2440 W. El Camino Real
Mountain View, CA 94040
(650)450-5400
www.siliconvalleycf.org

Cynthia Sue Larson

P.O. Box 7393
Berkeley, CA 94707

Naomi S. Comfort, J.D.

Attorney at Law
The Silicon Valley Elder Law Group, PC
1950 The Alameda, Suite 175
San Jose, CA 95126
(408)248-7878

Bernard J. Vogel III

Attorney at Law
Silicon Valley Law Group
50 W. San Fernando St., Ste. 750
San Jose, CA 95113
(408)573-5700
vogel@svlg.com
www.svlg.com

Hilary Martin Hendershott, CFP

Hilary Hendershott Wealth Management
1922 The Alameda, Suite 409
San Jose, CA 95126
(408)401-9989
Info@hilaryhendershott.com
www.hilaryhendershott.com
www.yourrichretirement.com

Jann Besson

Attorney at Law
Law Offices of Besson & Yarbrough
4984 El Camino Real, Suite 110
Los Altos, CA 94022
(650)864-9330
jann@besson-yarbrough.com

Maturi Onerheim

9 Chanticleer St.
Larkspur, CA 94939
(415)891-2282

Judy Grace Barber

Family Money Consultants, LLC
One Embarcadero Center, Ste. 4100
San Francisco, CA 94111
(415)331-7222

Francis Burton Doyle

Attorney at Law
WealthPLAN
1960 The Alameda, Ste. 185
San Jose, CA 95126
(408)918-9030
fbdoyle@wealthplan.com
www.wealthplan.com

Mary Russell

125 University Ave.
Palo Alto, CA 94301
(650)326-3412
mary@maryrusselllaw.com

Stephen Sulmeyer

100 Tamal Plaza, Suite 170
Corte Madera, CA 94925
(415)927-4334

Alan Nobler

P.O. Box 20474
San Jose, CA 95160
(408) 323-2922
alan@nobler.com
www.nobler.com

Raymond Sheffield

Attorney at Law
25 Metro Dr., Suite 600
San Jose, CA 95110
(408)920-2500

James Quillinan, Esq.

Hopkins & Carley
70 South First St.
San Jose, CA 95113
(408)286-9800
www.hopkinscarley.com

Geraldine Barry

San Jose Real Estate Investors Association
P.O. Box 90542
San Jose, CA 95109-3542
(408)264-3198

Emmett Carson, PhD

Silicon Valley Community Foundation
2440 W. El Camino Real
Mountain View, CA 94040
(650)450-5400

John F. Hopkins

Attorney at Law
Hopkins & Carley
P.O. Box 1469
San Jose, CA 95109
(408)286-9800
jhopkins@hopkinscarley.com
www.hopkinscarley.com

Kathleen S. Wright

Attorney at Law
PO Box 1339
Santa Clara, CA 95052-1339
(408)499-2159
kswright.law@gmail.com

Dean Fabro

Bank of the West, San Jose Main
50 San Fernando St.
San Jose, CA 95113
(408)947-5005
Dean.Fabro@bankofthewest.com
www.bankofthewest.com

Lamarr Baxter

 

John Olagues

413 Sauve Rd.
River Ridge, LA 70123
(504)305-4449

Stanley Zlotoff

300 South First St., Suite 215
San Jose, CA 95113
(408)287-5087

Karl-Heinz Lachnicht

Silicon Valley Law Group
25 Metro Dr., 6th Floor
San Jose, CA 95110
(408)573-5700

Jim Beall, Jr.

100 Paseo De San Antonio #300
San Jose, CA 95113
(408)282-8920

John Herzog

Valley Community Bank
1150 South Bascom Avenue, Suite 28
San Jose, CA 95128
(408)275-7150

David Kirsch

Attorney at Law
10 Almaden Blvd., Suiite 1250
San Jose, CA 95113
(408)298-5500
dkirsch@etaxlitigator.com

John F. Hopkins

Attorney at Law
Hopkins & Carley
P.O. Box 1469
San Jose, CA 95109
(408)286-9800
jhopkins@hopkinscarley.com
www.hopkinscarley.com

Steve Reiss, CPA

Berger Lewis Accountancy Corporation
55 Almaden Blvd., Suite 600
San Jose, CA 95113
(408)494-1200
sreiss@bergerlewis.com
www.bergerlewis.com

Michael Desmarais

Attorney at Law
16450 Los Gatos Blvd., Suite 208
Los Gatos, CA 95032
(408)356-6886
mgd@desmaraislaw.com
www.desmaraislaw.com

Michael Sipe

Investment Banker
Crosspointe Capital
2003 Gateway Place, Suite 500
San Jose, CA 95110
(408)295-4299
mike@crosspointecapital.com
www.crosspointecapital.com

Upcoming Guests

Our Host

Michael Gray, CPA

Michael Gray is author of The Real Estate Handbook, Executive Tax Planning for Employee Stock Options, and Secrets of Tax Planning for Employee Stock Options. You can purchase his books at Amazon.com or directly from Michael Gray by clicking on the title of the book.

Connect with him on Twitter at @michaelgraycpa, Facebook, LinkedIn, Google+, or on his website, www.taxtrimmers.com.

You can make a tax appointment with Michael Gray at (408)918-3162 on a Monday, Wednesday or Friday between 9am and 5pm, Pacific time.

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