Know. Like. Trust.

Trusted Local Partners

I'm a member of the Blue Ribbon Professional Network — a group of local pros who've each stood in front of the group, answered real questions, and earned a referral. When a job calls for something outside my lane, these are the people I trust to send you to.

One Trusted Pro Per Field

Who I Work Alongside

Real estate, lending, insurance, legal, tech, and more — vetted local professionals serving Roseville, Rocklin, Lincoln, and the greater Sacramento area.

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Donna Hertel
Senior Real Estate Specialist

A Realtor who joined the group to connect and collaborate with the community.

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Mark Teran
Residential Mortgage Broker

"Your Mortgage Man" — helping customers achieve homeownership for over 30 years.

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Jeffrey Marr
Reverse Mortgage Advisor

The reverse mortgage guy who loves a good dad joke.

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Jeff Sinclair, CFP®, AAMS™, CRPC™
Independent Financial Advisory

Independent financial advice tailored to your life, your goals, and your future.

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Tiffany Terrell
VP & Senior Trust Officer

24+ years administering revocable, irrevocable, charitable, and special needs trusts.

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Cristi Rodda
P&C Insurance · Agency Owner

Helping clients protect their family and assets.

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Jamie Gilreath
Commercial Insurance Specialist

Working with the business community — liability, property, autos, and workers' comp.

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Stefani Coggins, Esq.
Estate Planning Attorney

Estate planning, trust administration, and probate advice tailored to your needs.

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Brandon Walcott
Client Success Manager · IT & Cyber

Helping business owners eliminate IT frustrations and cyber risks.

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Niki Dawson
Web & Graphic Designer

Transforming how businesses connect with their audience through creativity and digital design.

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Joe Blas
Electrician
Rio Oso Electric

Doing the job right the first time — proven methods, ongoing training, industry-leading safety.

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Marisela Bennett
CCHt · Clinical Hypnotherapist

Helping you access the power of your subconscious mind to create meaningful, lasting change.

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Cristi Taylor
Holistic Psychotherapist

Specializing in grief, life's transitions, end-of-life, and caregiver stress.

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Kathee Grgich
Senior Care Coordinator

Trusted guidance for senior care decisions — finding seniors the right place to be safe and supported.

Partner list synced automatically from the Blue Ribbon Professional Network.

Want to connect with the group? Visit the Blue Ribbon Professional Network calendar to sit in on a meeting.