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Professional Advisors

UCP > About UCP > UCP Foundation > Professional Advisors

Ask a professional

The Foundation for UCP has compiled a list of professional advisors who can help you with your will and finances. These advisors (estate attorneys, financial planners , life insurance and accounting professionals) are all leaders in their respective fields. When working with them, you are under no obligation to the Foundation for UCP. Their goal is to ensure your wishes are fulfilled.

Estate attorneys

Janet Chediak

Attorney, Estate and Special Needs Trust
Weintraub Tobin

Rebecca A. Gardner

Partner, HMS Law Group, LLP

Brian Wyatt

Attorney, Estate and Special Needs Trust

Financial Planners

Rick Fergerson

Fergerson Financial

Bret Glover

Private Wealth Advisor

Steve Rau

Financial Advisor, Rau Financial Strategies

John Schoeppach

Financial Advisor, Merrill Lynch

Finance and Accounting

Mark Bellows

Principal, Clifton Larson Allen

Irene Nubla

CPA, JD, LLM Tax, Clifton Larson Allen

Life Insurance

Bill O’Keefe

Executive Vice President, InterWest Insurance Services, Inc.
CA Lic # 0B01094