Montgomery Taylor’s new book, Happy & Secure in Sonoma County, includes chapters written by eight of Sonoma County’s best and most trusted professional counselors and advisors. Monty and each co-author show you how to stop worrying about money and achieve the financial security and happiness you deserve. It’s about hope, inspiration and possibility.
Montgomery Taylor goes beyond the usual finance book and lets everyday people tell their stories of how they achieved success no matter the circumstances. Mr. Taylor and the co-authors share how they have helped their clients piece together their puzzle of personal finance to become happy and secure.
Rich Abazia, is the Broker/Owner of Cypress Financial Mortgage. Rich has been in the mortgage industry for 28 years. In 1995 he opened Cypress Financial Mortgage. In the years 2002 and in 2003 Rich was honored as “One of the year’s Top 10 Mortgage Brokers in the Country” by the Federal Home Loan Mortgage Corporation (Freddie Mac). AbaziaRich specializes in residential financing as well as commercial and construction loans. In Rich’s chapter, “Mortgaging Your Way to Financial Security,” he shares his expert advice on getting the best mortgage value for your hard earned money.
A Sonoma County resident since 1974, Rich and his family make their home in Santa Rosa.
Kay Marquet is an award-winning CEO, fundraiser and community builder, with more than 30 years’ experience in community foundations, private foundations and community benefit organizations. Kay founded Kay Marquet and Associates in 2009 after serving as CEO of Community Foundation Sonoma County for 17 years. Kay Marquet and Associates offers services for Community Foundations, Private or Family Foundations and Community Benefit Organizations of all types. Kay’s chapter, “Making Dreams Come True“, shares how to process your philanthropic dreams and make them a reality.
Kay has enjoyed living in Sonoma County for 22 years. She has three children and four grandchildren. Kay enjoys travel, wine tasting, entertaining friends and visitors from out of town, concerts and any excuse to enjoy more of Sonoma County.
Lucy Andrews, RN, MS is the founder and CEO of At Your Service Home Care, a concierge home care agency that provides essential services for seniors to age in place. With 33 years experience as a nurse and patient advocate, she offers a high level of care allowing people to be in their own homes with an emphasis on independence, safety, and quality of life. In Lucy’s chapter “Aging in Sonoma County: Living the Healthy, Happy Life at Home,“ she shares from her own experience in caring for her elderly mother, and paying attention the needs of families she has cared for. She has formulated tips to help plan for the care of a loved one, and tips for planning your own future ““ the one you want, not the one that happens because you don’t have a plan.
Living in East Santa Rosa with her husband and family, Lucy is a proud mother and grandmother.
Jeanne M. Browne, Esq., is a family law attorney in private practice in Santa Rosa. She currently serves as Co-President of the Collaborative Council of the Redwood Empire (CCRE), an organization of attorneys, mental health providers, and financial specialists committed to out-of-court resolution. In Jeanne’s Chapter “How Can I Be Happy and Secure If My Spouse Wants a Divorce,” she describes her work as a family law attorney who helps clients through the difficult, life-changing process of a divorce. Her goal is make a positive difference for clients and their children by protecting their interests and providing them with helpful and encouraging solutions to their legal issues.
Jeanne and her husband, Bill, live in Petaluma. They have been married 32 years and have two grown daughters. Jeanne enjoys hiking, reading, and outdoor adventures with extended family.
William Fritz, Esq. has practiced law for over 26 years. In 1993 he, along with his wife Theresa, started their own law firm, The Fritz Law Offices, in Santa Rosa. His firm covers the legal needs of family businesses and non-profits, including, transactional work and contracts, leases, start-ups, and sales; as well as full litigation support, including bench and jury trials and appeals; in a variety of particular areas of law including Business Successor Planning, Unfair Competition, Construction, Real Estate, and Employment Law.
In his chapter “Legal Services Tailored to Unleash Your Business,” William “Bill” Fritz, shares how business owners can count the costs of legal action and what it means for the health of their business.
Bill and his wife, Theresa, live in Santa Rosa. Their two wonderful daughters are currently attending Carnegie-Mellon University and Boston University.
Susan Pack is a licensed real estate agent and a partner in Gilson Real Estate in Santa Rosa. Mel Gilson founded Gilson Real Estate in 2004, and Susan joined the company as a partner in 2012. Prior to selling real estate, Susan worked for 35+ years in marketing and advertising. Susan’s chapter, “How to be Happy Buying and Selling Your Home in Sonoma County,” addresses some of the most common questions home buyers and sellers have when looking for that place to feel secure and safe.
Susan has resided in Santa Rosa for over 20 years. She lives with Mel, their two cats and one dog. Her two children and their respective spouses live nearby and Susan enjoys being a Nana to her five grandchildren.
Eric Gullotta, JD, CPA, MS (Tax), is the founder of Gullotta Law Group with office locations in Sonoma and Santa Rosa. He focuses on estate planning, trust administration, and probate. This includes the preparation of estate documents such as trusts, wills, advanced healthcare directives and POA. Further practice areas are taxation and business formation. In his chapter, “Do What You’re Supposed to do When You’re Supposed to do It ““ Eric’s Story on the Farm,” Eric describes growing up on a farm and making sure that the things that had to get done-got done. Eric compares this to the need for clients to take care of their estate planning in a timely manner.
Teri Sackett is the founder and owner of Sackett & Associates Insurance Services offering individual and group insurance since 1979. Operating out of a beautiful, quaint red barn in West Sonoma County, Teri is proud of her client-centered approach that is at the heart of her company’s business philosophy. She is currently enjoying many hours of continuing education with the ever-changing Affordable Care Act provisions and law in order to educate her group and individual clients.Teri’s chapter, “Insuring Your Health and Security,” touches on key issues to think about before meeting with an insurance agent to address your business insurance needs, and how being prepared is the best policy when it comes to being secure.
Teri, a long-time resident of Sebastopol, enjoys travel, photography, gardening, hiking and spending time with family and friends (especially her two young grandchildren!)
For more information about Happy & Secure in Sonoma County or to get your own copy, visit our website, www.happyandsecureinsonomacounty.com.