Strategic Alliances

Relationship management is one of our core functions and therefore we have come to know many local experts. On this web page you can learn more about some of the experts we’ve worked with.  As our client’s chief financial officers, we work closely with their existing chosen experts. However, there are times when a new relationship is beneficial. Please call us directly for a referral based on your specific circumstances.

Please contact Marney Solle at 415-454-8881 or msolle@terramb.com

Please contact Tom Griffiths at 509-326-4054 or tom@grifco.com

Please contact Katherine Holbrook at 415-509-7107 or kholbrook@foundationsource.com

Please contact Dave Cuneo at 415-955-0344 or dcuneo@calegariandmorris.com

Please contact Brian Van Weele at 415-464-2515 or bvanweele@marincf.org

Please contact Susan Pease Gadoua at 415-257-0830 or susanpease@tiofmarin.com

Please contact Bernie Benson at 415-924-2292 or bernie@bbensoncpa.com
or Dan Piombo at 415-924-2292 or dpiombo@bbensoncpa.com

Please contact Patricia Oxman at 415-461-4100 or info@realestateinmarin.com