Trusted Advisors
Below are the names and numbers of our trusted advisors and others we believe in:
Real Estate Agents/Property Managers: Karen & Mike Dodge, Prudential CA Real Estate, (619) 379-1194, www.Karen-Mike.com
Tax Preparation, Bookkeeping & Consulting: Wayne Triena, Olympia Business Services (858) 560-1322.
Financial Planning: Larry Steckler, MsBA, CFP (858) 513-8445, www.StechlerandWynns.com
Estate Planning Attorney/Legal Matters: James Sipple, Law Offices of Boner, Stern & Sipple (619) 295-7100. www.bonerstern.com
General Contractor: Marc Gieselmann, HK Construction (858) 748-6580.
Computer Tech/Consultant: Danny Kazmarek Technology Solutions (858) 952-5400.
Real Estate Appraiser: Todd Lackner, The Lackner Group (619) 316-9088.
Escrow Services/1031 Exchanges: Maricruz Reyes, Allison McCloskey Escrow (858) 272-5353.
Insurance Broker: Todd Scott, Johnson & Wood Insurance (760) 603-0131, www.JohnsonWood.com