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The professionals we work with represent the values and service focus that our group has been built around.  We understand that our partners are an extension of us, so we have narrowly selected the few that we feel are the elite in their fields.  Please let us know if you would like us to setup an appointment with one of our partners for you.


Accountants, Appraisers, Financial Planners, Insurance Agents, Real Estate Agents, Other


Accountants

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Appraisers

Shannon Austin Hoelzer | Email Me
Realtor and Certified Appraiser

Phone: (619) 865-2290
Fax: (619) 819-9999

Address:
4271 Cleveland Avenue
San Diego, CA 92103

Bio:
Certified appraiser and owner of Aztec Appraisals.  Realtor with Keller Williams Relty with a focus on residential real estate.   Long-time resident of San Diego as a graduate of Coronado High School and San Diego State University (B.S. in Business Administration, focus in Finance).

http://www.shannonhoelzer.com



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Financial Planners

Ian Smulowitz | Email Me
Finacial Consultant

Phone: (858) 658-9477
Fax: (858) 658-9487

Address:
3262 Holiday Ct., Suite 103
La Jolla, CA 92037

Bio:
Ian operates independently to best serve his clients' needs and he represents several major international insurers and a wide variety of mutual fund companies. He is a financial consultant with specific focus on Asset Optimization and Wealth Creation. He helps reposition dormant assets to create Liquidity, Safety and Maximum Rate of Return. This enables him to tailor programs that achieve the clients objectives. Ian and his support staff are totally committed to service excellence.

Ian's ongoing and consistent effort, together with his reputation for outstanding service, has resulted in his building a solid client base, which continues to grow through referrals from satisfied clients and other professionals. For over 20 years he has been a Life and Qualifying member of the Million Dollar Round Table, an elite group of financial planning and insurance professionals.



David Bone | Email Me
Asset Protection Professional

Phone: 858-558-7000 ext. 383
Fax: 858-558-70001

Address:

4275 Executive Square Suite 400

La Jolla 92037



Bio:
I work with the Alfred Group assisting clients with planning Strategies and diversification models that they may not have considered.

www.pollakovfinancialgroup.com



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Insurance Agents

Rene Roe | Email Me
Executive Vice President

Phone: (858) 259-5800 x132
Fax: (858) 259-6069

Address:
380 Stevens Ave, First Floor
Solana Beach, Ca. 92075

Bio:
Rene Roe is a highly qualified individual in all lines of personal insurance.  Specializing in assessing the needs of high net worth individuals using risk transfer and management.  As an owner of Murria & Frick Insurance with over 20 years experience, Rene brings professional attention to her clients.




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Real Estate Agents | Realtor Finder

Tammy Willis | Email Me
Willis & Clark Team/Keller Williams Realty

Phone: (619) 549-9166
Fax: (619) 819-8835

Address:
1500 State St. Suite 100
San Diego,CA 92101


Bio:

Tammy has built a solid real estate practice helping hundreds of clients all over San Diego County buy, sell and invest in real estate.  Tammy has learned and serviced the entire county enjoying the diversity and uniqueness of each community.  Clients return to use Tammy’s services again and again, and refer their friends and family because of her in-depth knowledge and genuine level of customer care and service.  Tammy is consistently ranked in the Top 5 sales teams in the Keller Williams Realty San Diego Metro Downtown office.



http://www.discoversandiegohomes.com/



Shane Stewart | Email Me
Real Estate Broker for Idyllwild Realty

Phone: 951-659-9505
Fax: 951-659-2127

Address:

54295 North Circle Drive
Idyllwild, CA. 92549



Bio:
Idyllwild Realty is the largest brokerage on our beautiful "Hill". In order to offer our clients the best in service and representation we have three offices and 21 agents to serve you. There is no question that you will be well taken care of by one of our expert agents in either selling or finding that perfect property. Our mountain is very unique and you deserve the finest. We look forward to seeing you and introducing you to our beautiful community. Log onto www.lovethehill.com and click on agents to read all about us.

http://www.lovethehill.com



Chris Massey | Email Me
Broker/Owner - Coronado Homes and Estates

Phone: 619-313-1773

Address:

P.O. Box 180777
Coronado, CA 92178



Bio:
Chris Massey is a seasoned Real Estate Professional  who lives and works in Coronado.  In addition to owning Coronado Homes and Estates, Massey also is a Broker Associate for Prudential California Real Estate

http://www.coronadohomesandestates.com



Jonathan Olow - Ascent Realty | Email Me
Realtor

Phone: (619) 823-9900

Address:

410 Kalmia Street San Diego, CA 92101



Bio:

Jonathan Olow has been actively involved in the real estate development industry in San Francisco, San Diego, and Tucson for the past 12+ years.  In that time, he has utilized his in-depth understanding of the buying and selling process to assist his clients in achieving their short and long-term real estate investment goals.  When preparing a property for sale, Jonathan relies on his keen sense and knowledge to ensure his clients maximize on their investment.  In addition to his vast experience in real estate, Jonathan possesses more than 20 years of management, business development, and business operations experience in Facilities Management, Wireless Technology, and the Health and Fitness industries ranging from sole proprietorship to large domestic and international corporations.  By applying these life and learning opportunities, Jonathan brings a well-rounded approach to effectively manage and negotiate deals, approach opportunities to assist clients in achieving their real estate goals, and build long term relationships that have led to his success in a referral-based business. 



http://jonathanolow.com/



Laura Concannon - Willis Allen Real Estate Co. | Email Me
Broker Associate, Realtor DRE # 01437057

Phone: (619) 549-3169

Address:
875 Orange Ave.
Coronado, CA 92118


Bio:
Laura Concannon, a 4th generation Coronadan and lifetime San Diegan, obtained a Bachelor of Science from the University of California at San Diego in management science/economics, with an emphasis in Spanish. A licensed Realtor since 2004, Laura will combine this knowledge of San Diego and its economy with personal service, aggressive marketing and accurate pricing to sell you home and helps every step of the way towards buying your new home or investment.

http://laura.willisallen.com/



Marilyn Hanes | Email Me
Coldwell Banker Residential Brokerage Realtor

Phone: (619) 540-6750
Fax: (858) 487-0171

Address:

16363 Bernardo Center Dr.
San Diego, CA 92128



Bio:
With over 25 years of real estate experience in San Diego County I help sellers and buyers make empowered choices in the real estate market. I work with the first time homebuyer to long time real estate investors with all residential home and land acquisitions and sales. Please visit my website at MarilynHanes.com.

http://www.MarilynHanes.com



Beverly Tate | Email Me
GRI Realtor

Phone: (858) 776-2779
Fax: (858) 487-0171

Address:
16363 Bernardo Center Drive
San Dieg, CA 92128


Bio:
I pride myself on truly caring about the clients needs in a transaction. Much of my business is from repeat clients, referrals, and friends in the community. My goal is to exceed client expectations by listening to the client, open communication and building lasting relationships through honesty and integrity.

http://www.SanDiegoPropertySource.com



K. J. Koljonen | Email Me
Realtor

Phone: (858) 248-3248
Fax: (858) 653-6440

Address:
9915 Mira Mesa Blvd.
San Diego, CA  92131

Bio:
I have invested in San Diego real estate since 1978; specializing in single family homes in San Diego County.  Because I am an investor, I know and study market trends and can offer this expertise to my clients.  Real estate is my life!

I have served as a Director and ranking Officer of the San Diego Association of Realtors and currently serve as a Director of the California Association of Realtors.  I am a Graduate of the Realtor Institute, earning the designation of GRI.



http://www.KJ4RealEstate.com



Rebecca M. Shuster | Email Me
Buyer’s Specialist / Realtor

Phone: (619) 867-8317
Fax: (858) 630-4798

Address:
1299 Prospect St.
La Jolla, CA 92037

http://www.SanDiego-MLS.com



Sam Rasoul | Email Me
Realtor

Phone: (858) 780-1SAM
Fax: (858) 391-5850

Address:
12411 Poway Road
Poway 92064

Bio:
Sam has helped over 400 families throughout San Diego County with all of their real estate needs since 1994. He is consistently awarded as a top producing agent receiving RE/MAX’s highest achievements: Sales Associate of the year, Chairman’s Club, RE/MAX hall of fame, and is in the Top 1% of all realtor’s nationwide. He is extremely passionate about serving his clients and giving them the highest level of service. He enjoys surfing and spending time with his wife Jessica and 3 children, Jalen, Joshua and Jenna.

http://www.ThinkSam.com



Micki Wright | Email Me
Realtor/ABR

Phone: (858) 621-5285
Fax: (858) 395-3635

Address:
12036 Scripps Highland Dr., San Diego, CA 92131

Bio:
 I am a native San Diegian and have had the privlege of seeing San Diego grow into a great city. This is a great place to live and I know San Diego well.   I remember what it was like purchasing my first home and how wonderful it was to have a Realtor help me navigate the whole process, now it’s my turn to help others in the same way.

http://www.mickiwright.com



Laurie Steneck-Case | Email Me
Realtor

Phone: (858) 354-8023
Fax: (858) 587-4734

Address:
3202 Governor Drive, Ste. 100
San Diego CA 92122

Bio:
My accomplishments have hinged on two leading points: Providing the
highest degree of professionalism and expertise, and providing
quality service and communication. Both of these points together have
created a relationship with my clients that is unparalleled in
commitment and trust.

With that in mind, I promise to establish a long-term relationship
that will demonstrate my dedication to total client satisfaction.


http://www.lauriesteneck.com



Tom Owen | Email Me
Real Estate Broker/Owner - Owen Properties

Phone: (619) 972-6936

Address:

1213 First Street, #151
Coronado, CA 92118



Bio:

I have helped San Diego's people and companies buy and sell over $500 million of real and personal property in the Coronado/San Diego area since 2001.  I graduated from Berkeley and UCLA Law School, and would like to put that experience to work for you.



http://www.owenproperties.com



Russ Craig, CRS, GRI | Email Me
Broker Associate

Phone: (858) 361-7877
Fax: (858) 458-0685

Address:
828 Prospect St., Suite 200
La Jolla, CA 92037


Bio:
Experienced, professional Realtor providing full service to Buyers & Sellers.

http://www.russcraig.com



Dee Dee Hill | Email Me
Realtor, GRI, SRES, CN, ePRO

Phone: (858) 676-5222
Fax: (858) 487-0171

Address:
16363 Bernardo Center Drive
San Diego, CA 92128

Bio:
Dee Dee Hill is a real estate agent with Coldwell Banker Residential Brokerage in Rancho Bernardo.  She has received many awards and designations during her real estate career.  In 2000, she was honored by her peers as one of the top three agents in San Diego County.  She is a member of the Graduate Realtor Institute, Certified Corporate Marketing Specialist, Certified Residential Marketing Specialist, Seniors Real Estate Specialist, and E-Pro.

As a charter member and Past President of the National Charity League Inc., Poway Chapter (a mother-daughter philanthropic organization committed to community service, leadership development, and cultural experiences), Dee Dee recognizes the importance of community involvement.  Dee Dee has served on the Rancho Bernardo Community Foundation Board since 2003 where she has had the opportunity to chair the Annual Thanksgiving luncheon and serve as Secretary of the Board.

Dee Dee is a native Texan and graduate of The University of Texas.  While in Texas she worked in marketing communications with Carterfone Communications Corporation.  She and her husband, Randy, relocated to Rancho Bernardo in 1990 with their daughter, Jenna.  Jenna is currently a senior at The University of Arizona.  Randy and Dee Dee are both active members at The Rancho Bernardo Community Presbyterian Church.



http://www.deedeehill.com



Julie Han | Email Me
Broker

Phone: (858) 761-1580
Fax: (858) 492-8001

Address:
P.O. Box 928175
San Diego, CA 92192

Bio:
Julie Han is the Managing Broker for The Han Real Estate Group.  She has been in the real estate industry for almost 10 years.  Julie earned her Broker’s license in 2004 and started her own company in 2006.  She earned the Manchester’s Who’s Who Award for Executives and Professionals in 2006.  Julie has experience in residential and commercial brokerage transactions and prides herself in delivering ethical and comprehensive services to her clients.

http://www.HanRealEstateGroup.com



Horacio Chavez | Email Me
Realtor

Phone: (619) 992-7001
Fax: (619) 421-5606

Address:
940 Eastlake Parkway
Chula Vista, CA 91914

Bio:
I have worked in the hospitality and customer service industry for about 20 years and in the Real Estate business for almost 8 years.  I enjoy Mountain biking and playing sports with my 4 and 7 year old children. My wife has recently opened a Home Accessories store and we are getting involved with Interior Design.

http://www.buyingsandiegohomes.com



Jenny Driessen & Charlotte Rudowicz | Email Me
Licensed Real Estate Broker (Jenny), Realtor (Charlotte)

Phone: (619) 255-8729

Address:
1330 Orange Avenue
Coronado, CA 92118

http://www.BayTeamRealEstate.com



Sharon Bailey & Gwen Thompson | Coldwell Banker Residential Brokerage

Phone: (858) 676-5236 or (858) 676-5223

Address:
16363 Bernardo Center Drive
San Diego, CA 92128


Bio:
The real estate team of Sharon Bailey and Gwen Thompson, with more than 28 years experience representing buyers and sellers in the North I-15 Corridor market area, strives to provide their clients with the ultimate in personalized real estate services. The philosophy of their professional service is centered on personal attention to the many details of each real estate transaction. Whether creating a customized marketing plan for sellers or assisting buyers in locating the home of their dreams, Sharon and Gwen listen to their clients’ needs first – and work together to create a plan for helping each client reach his or her real estate goal.

http://www.baileyandthompson.com



Sandy Findling | Email Me
Realtor

Phone: (858) 444-2418
Fax: (858) 444-2500

Address:

9934 Mercy Road #200
San Diego, CA 92129



Bio:
Sandy has been a member in good standing with the San Diego County Board of Realtors for the last 26 years.  She has been a nominee for Realtor of the Year with the San Diego Association of Realtors.  She consistently ranks in the top 2% of agents nationwide.  
Sandy's first priority is to give her clients superior attention.

www.sdrealty.com





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Other

Christian Rice, AIA | Email Me
President

Phone: (619) 522-9040
Fax: (619) 522-9041

Address:

717 G Avenue
Coronado, CA 92118



Bio:
Christian Rice established his firm in 2004 in Coronado, California after working several years with Mack Scogin Merrill Elam Architects in Atlanta. The cross-country relocation was motivated by the desire to explore architecture in the diverse geographic region of the Pacific coast, and to take advantage of the ideal climate in Southern California.

Christian grew up in both San Francisco, California and Fort Worth, Texas, and received a Master of Architecture degree from Arizona State University and completed his undergraduate work at the University of California, Berkeley. Prior to working with Mack Scogin Merrill Elam Architects in Atlanta, Christian also spent time with RoTo Architects in Los Angeles and Will Bruder Architects in Phoenix.


http://www.christianrice.com



Joe Archambault & Kevin Ollila | Email Me
Owners

Phone: (858) 220-2859

Address:
5430 Linda Vista Rd, #91
San Diego, CA 92110

Bio:
We specialize in high end remodels and new construction.
With over 40 years of combined experience we excel in our attention to detail and craftsmanship. We pride our company on hassle free partnerships with our clients. Your phone calls will be returned promptly, estimates delivered clearly, and we will stand by our workmanship. We aren’t happy until our clients are happy!




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