INSURANCE BROKER

 

 
Farmers Insurance
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MIKE BAXTER, INSURANCE BROKER

farmers.com(831) 427-0900mbaxter@farmersagent.com

Mike Baxter specializes in good old fashioned customer service and helps clients make the best decision to meet their needs. We help our clients with Auto, Home, Life, Commercial, Boat, and Health Care Insurance. He and his staff have maintained excellent customer service and striving for zero customer complaints each year the agency is growing with positive energy in the community.

Mike lives and works in Santa Cruz, as he raises a family and takes pride in the community. Mike has hosted a Radio Show at KSCO for 12 years writes a column in the Press Banner, and does many fundraising events and community service work. Mike is licensed in the Insurance and Financial services industries and has a full service agency with fantastic staff!

FINANCIAL PLANNING & WEALTH MANAGEMENT

 

 

TRISTAN KASS, FINANCIAL ADVISOR

morganstanley.com(831) 440-5233

Tristan Kass is a Certified Financial Planner™ and Financial Advisor with the Global Wealth Management division of Morgan Stanley. Tristan has been in the Financial Service industry for over 12 years, and started his career in personal tax preparation and portfolio analysis for high net worth families in the Silicon Valley. In 2012, Tristan received the Certified Financial Planner™ designation as a result of extensive training, experience requirements and being held to rigorous ethical standards.  In the same year, Tristan also received the internal Morgan Stanley designation as a Portfolio Manager and Retirement Planning Specialist. In 2017, Tristan was nominated by Morgan Stanley for the Wall Street Magazine Top 40 Advisors under 40. Tristan is an active member in his community and local non-profit organizations. He was previously on the Board of Directors of the Grey Bears in Santa Cruz and Surfrider Santa Cruz Chapter.

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CERTIFIED PUBLIC ACCOUNTANT

 

 
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TOM CASTILLO, CPA

swcgcpa.com(831) 425-7676tom@swcgcpa.com

Tom specializes in finance and taxation for small businesses, focusing on strategic planning, tax efficiency, and real estate. He also works with many individuals who hold real estate, receive equity compensation (RSUs, ESPPs, ISOs, NSOs), and have interests in pass-through businesses.

Outside of work, Tom reads as much as possible and tries unsuccessfully to keep up with his daughter, son and German Shorthaired Pointer. He’s an avid Bay Area sports fan, but not quite as big a fan as his wife, Lori.

REAL ESTATE ATTORNEY

 

 

brad brereton, senior attorney

(831) 429-6391breretonlawoffice.combcb@brereton.law

Brad C. Brereton is the founder, principal and senior attorney of the Brereton Law Office. He has over 30 years of experience in successfully resolving the legal needs of individuals, homeowners, and businesses. Mr. Brereton regularly represents clients in all types of litigation, disputes and transactions, including personal injury, real property and business matters.  Brad Brereton is admitted to practice before all the courts of the state of California. He has practiced in all the courts in the San Francisco Bay Area, with a principal focus on the Santa Cruz, Santa Clara, and San Benito County Superior Courts. He has also been admitted to practice before the Federal District Courts for the Northern, Central, Eastern, and Southern Districts of California. Brad Brereton has handled appeals and writ proceedings in the California Courts of Appeal as well as the United States Court of Appeal for the Ninth Circuit.

Mr. Brereton is a resident of the City of Santa Cruz, a graduate of Aptos High School, attended Cabrillo College, and possess a BS in Business and Accounting from San Jose State University. He is a 1983 graduate of the University of California, Hastings College of Law.

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ARCHITECT

 

 
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jim allen-young, owner

(831) 227-0354jdallenyoung.comjday@baymoon.com

J D Allen-Young, Architect is a client focused architectural design and consulting service. Projects range from small residential and commercial renovations to consulting on large scale projects.

I help homeowners improve their living environment and create a home they will love for years to come.

1031 EXCHANGE

 

 
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Under IRS guidelines 1031 exchange can include like-kind property exclusively or it can include like-kind property along with cash, liabilities and property that are not like-kind. If you receive cash, relief from debt, or property that is not like-kind, however, you may trigger some taxable gain in the year of the exchange. There can be both deferred and recognized gain in the same transaction when a taxpayer exchanges for like-kind property of lesser value. Coast 1031 will lead you in the right direction to maximize your opportunities.

HOME STAGING

 

 
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BEBE & GRACE STAGING & DESIGN

(310) 729-1620 bebegraceinteriors.comjennifer@bebegraceinteriors.com

Bebe Grace Interiors is a full-service residential design and home staging firm assisting clients with a wide range of challenges including, selection of architectural details and finishes, collaborating with architects and builders, decorating a functional beautiful space with furniture, fabrics, accessories, and creating custom pieces tailor-made for your living space. We can help you achieve your design goals whether you are considering a remodel, refresh or marketing for resale. Regardless of your budget, you can have a space that is functional, comfortable and one that reflects both your lifestyle and personality. 


KEY IMPRESSIONS

keyimpressionsstaging.com(831) 588-8718

At Key Impressions we showcase your property to a level that makes it standout from all the rest. We specialize in home staging and know how to elevate your home to get maximum buyer appeal and minimize time on the market. We own our own inventory!  Our warehouse is centrally located in Santa Cruz allowing our designers to meet your goals in an efficient manner. First Impressions are KEY IMPRESSIONS!

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ROCHELLE MORT INTERIOR DESIGN

rochellemortstudio.com(831) 291-7991

Rochelle is an artist and interior designer living her dream of creating environments--"I’ve always felt a great need to create and design environments—I’ve always been inspired by culture and people.  I love for an environment to tell a story.  Creating sacred spaces for people is what it's all about, a place that has been curated to reflect clean lines, special pieces, a space that is peaceful yet full of life".  Her aesthetic is organic, incorporating vintage, mid-century, and custom original art from local craftspeople and artists. We offer complete and partial staging and interior design with a thoughtful approach specifically tailored to each unique space and its vibe.  Each project is professionally curated to include original artwork, accessories, live plant arrangements, and timeless pieces of furniture from Rochelle's collection - all designed to create a fun and welcoming space that showcases each home in its greatest light.  Rochelle holds a B.A. and M.A. in Fine Art & Design along with a Dean’s Medalist Award in Painting.


Michelle lisac interior design

michellelisacinteriordesign.com(831) 621-2075

From smaller projects such as furnishing one room to building a brand new home, Michelle Lisac Interior Design works with you to create a space that suits both your needs & desires while reflecting your personality. Michelle and her team enjoy the design process and work closely with clients, contractors and vendors to bring concepts to reality from the floor plan to the finishing touches.

The design process begins with an initial consultation, and continues with conceptual design, space planning, finishes & fixtures selections, documentation, project management, and the selection of furnishings & accessories.

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HANDYMAN

 

 
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brian spear, owner

(831) 512-7937aranahomerepair.combrian@aranahomerepair.com

"Your Local Santa Cruz Handyman." Locally owned and operated, we offer quality professional handyman services to meet all your home repair and maintenance needs. We'll fix that big hole in your drywall, install a ceiling fan, replace the thermostat, complete the finish trim on your bathroom decor, and bigger projects like restoring your deck and prepping your house for a move.

PROPERTY MANAGEMENT

 

 

blue sky property management

blueskysantacruz.com(831) 334-7676info@blueskysantacruz.com

Blue Sky Property Management is a boutique property management company based out of Santa Cruz, CA. With over 40 years of combined experience, the Blue Sky team of agents & property managers have the experience, knowledge and integrity you deserve - from start to finish. We are the local's choice!

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INTERIOR DESIGN

 

 
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rochelle mort interior design

rochellemortstudio.com(831) 291-7991

Rochelle is an artist and interior designer living her dream of creating environments--"I’ve always felt a great need to create and design environments—I’ve always been inspired by culture and people.  I love for an environment to tell a story.  Creating sacred spaces for people is what it's all about, a place that has been curated to reflect clean lines, special pieces, a space that is peaceful yet full of life".  Her aesthetic is organic, incorporating vintage, mid-century, and custom original art from local craftspeople and artists. We offer complete and partial staging and interior design with a thoughtful approach specifically tailored to each unique space and its vibe.  Each project is professionally curated to include original artwork, accessories, live plant arrangements, and timeless pieces of furniture from Rochelle's collection - all designed to create a fun and welcoming space that showcases each home in its greatest light.  Rochelle holds a B.A. and M.A. in Fine Art & Design along with a Dean’s Medalist Award in Painting.


Michelle lisac interior design

michellelisacinteriordesign.com(831) 621-2075

From smaller projects such as furnishing one room to building a brand new home, Michelle Lisac Interior Design works with you to create a space that suits both your needs & desires while reflecting your personality. Michelle and her team enjoy the design process and work closely with clients, contractors and vendors to bring concepts to reality from the floor plan to the finishing touches.

The design process begins with an initial consultation, and continues with conceptual design, space planning, finishes & fixtures selections, documentation, project management, and the selection of furnishings & accessories.

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PROFESSIONAL CLEANING

 

 
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(831) 662-0656dynamichousecleaning.com hello@dynamichousecleaning.com

Every one of our cleaners today is just as committed to quality and personal service as the founders were when they started almost 40 years ago. We believe that our reputation is as good as our last job. Because we do not use contractors, it's critically important to us that when we send our people to a client's home we are always sending our best.

PEST CONTROL

 

 

(831) 234-1549terra-xpestservices.com

Terra-X Pest Services is proud to operate with an emphasis on environmental responsibility. We work to maintain a healthy balance between the planet and its creatures, including human beings!

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