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East Bay Trusted Advisors
Trustegrity® East Bay Trusted Advisors Group Meeting April 2023 MassMutal 3003 Oak Rd., Suite 250, Walnut Creek, CA 94597
Time: 07:30 AM Date: Apr 04, 2023 Timezone: America/Los_Angeles

Business Directory

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Eric Gross, CFP, CLTC
MassMutual Northern California
3003 Oak Road, Suite 250
Walnut Creek, CA, 94597

Email: Business Description: Comprehensive Financial Planning Profession: Certified Financial Planner Specialty: Retirement Planning, Insurance & Investments Website: Linked In:
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Laurie Pearce
Trustegrity & Centricity Insurance Solutions
Cell: 415.407.1424 Business Description: Trustegrity is a combination of a networking and mastermind organization designed for seasoned busy professionals. Our purpose is to help business grow by building trusted relationships.
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Maile Collmer
Asentiv Contra Costa
Email: Cell: 925.366.3823 Business Description: Referral Marketing Consultant Profession: Referral Marketing Consultant Linked In:
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Barbara Irias
Placemaking Group
Cell: 925.963.3565 Business Description: Placemaking Group helps businesses meet their objectives by making effective use of the web. Our clients enjoy a custom experience, designed to help them generate interest, establish credibility, engage prospects and increase sales or donations. Profession: Website development and digital marketing Website: Linked In:
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Diane Kaplowitz
R.C. Fischer & Co. Insurance Brokers
1777 Botelho Dr STE 375
Walnut Creek , CA, 94596

Email: Business Description: Provide Personal Lines Insurance, Home, Auto, Umbrella, Rental Properties
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Eric Samuels
Israel & Samuels LLP
1615 Bonanza St., Suite 305
Walnut Creek, CA, 94596

Email: Cell: 925.360-1923 Business Description: Business Law Profession: Attorney Website: Facebook:
James Espana
U.S. Bank Home Mortgage
Business Description: We offer residential home mortgage financing to consumers
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Jeff Wilson
Keller Williams Realty
Email: Cell: 925-839-6399 Business Description: Real Estate sales transactions Profession: Real Estate Broker Website: Linked In:
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Judith Feuer
Edward Jones
Alamo, CA
Alamo, CA, 94507

Email: Cell: 925.886.1021 Business Description: I partner with families, small to medium size businesses, executives, and those facing growing financial complexity by offering practical and sound wealth and tax optimization strategies. Profession: Financial Advising Specialty: Mid-Executive Level leadership and Small/Medium size businesses Website: Linked In:
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Lloyd Silver
BTI Group
Email: Business Description: BTI Group is the largest business brokerage firm in the Western United States. We specialize in arranging the purchase and sale of privately owned companies. Profession: Business Broker Specialty: Helping business owners obtain maximum value through acquisition Website: Linked In:
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Mariska Rowell-Lehman
USI Insurance Services
1001 Galaxy Way
Suite 300
Concord, CA, 94520

Email: Business Description: Typically, I help business owners in the food and beverage industry with their commercial insurance needs. Profession: Commercial Insurance Broker Specialty: Food and Beverage Manufacturing Linked In:
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Michael Santillan
Intero Commercial East Bay
620 Contra Costa Blvd
suite 209
Pleasant Hill, CA, 94523

Email: Cell: 925-915-0931 Business Description: Commercial Real Estate Sales and Leases Website: Linked In: Facebook:
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Sean Duffey
BBSI (Barrett Business Services Inc)
Business Description: A typical PEO provides services such as HR, payroll, workers’ comp, and benefits administration. However, BBSI is not your typical PEO. We provide all those services plus more through our local support model.
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Steve Rados
Guardian Background Services
Email: Cell: 925.794.8273 Business Description: Guardian Background Services Profession: Background Screening | Drug Testing | On-line Applicant Assessments Specialty: Background Screening / Drug Testing / On-line Assessments Website: Linked In:
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Steven Kirch
Profit Minds, LLC
Livermore, CA
Livermore, CA, 94550

Email: Cell: 925.518.8876 Business Description: I work with small business owners to create unique strategies to grow their business. I can find $30-50k in untapped revenue for ANY small business in under 45mins. Profession: Business Coach Specialty: Small business growth Website: Linked In:

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