We have developed a team of professionals to whom we refer our clients. These are trusted professionals who are able to provide mortgage, investment management and legal advice. We work together as a team on your behalf.

Monica Bowman, Sales Manager

NMLS# 230667
1500 41st Ave.
Capitola, CA 95010
Work: (831) 476-1624
Mobile:(831) 818-2435
https://academymortgage.com/lo/monicabowman
monica.bowman@academymortgage.com

Jessica Locatelli, Financial Advisor

The Hanson Group
6004 La Madrona Drive
Santa Cruz, CA 95060
Work:(831)440-5220
Mobile:(831)440-5281
http://www.morganstanleyfa.com/thehansonlocatelligroup/
jessica.locatelli@morganstanely.com

Lawrence M. Brenner, Attorney at Law

Thompson Kontz & Brenner Attorneys At Law
133 Mission St.
Suite 290
Santa Cruz, CA 95060
Phone:(831)427-2727
Fax:(831)458-1165
http://www.surfcitylaw.com/attorney-law-services
larryb@surfcitylaw.com

Kayla M. Grant, Attorney at Law

http://www.kgrantlaw.com
kayla@kgrantlaw.com
Phone: (415) -226-9675