Affiliates

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Mike Baxter

Insurance Broker

 

Tel: (831) 427-0900
Email: mbaxter@farmersagent.com
Website: https://agents.farmers.com/ca/santa-cruz/michael-baxter

 

Mike Baxter specializes in good old fashioned customer service and helps his clients make the best decisions to meet their needs, whether it be Auto, Home, Life, Commercial, Boat, or Health Care Insurance. Mike is licensed in the Insurance and Financial services industries and has a full service agency with fantastic staff! He and his staff have maintained excellent customer service and strive for zero customer complaints each year after year.

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Mike lives, works, and raises his family in Santa Cruz, and takes great pride in our community. For 12 years, he hosted a Radio Show at KSCO, currently writes a column in the Press Banner, frequently participates in community service and many fundraising events.

Tristan Kass

Financial Advisor

 

Tel: (831) 440-5233
Email: Tristan.Kass@morganstanley.com
Website: https://fa.morganstanley.com/tristan.kass/index.htm

 

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.

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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.

Tom Castillo

CPA

 

Tel: (831) 425-7676
Email: tom@swcgcpa.com
Website: https://www.swcgcpa.com/about-us/

 

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.

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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.

Bred Brereton

Senior Attorney

 

Tel: (831) 429-6391
Email: bcb@brereton.law
Website: https://www.breretonlawoffice.com/

 

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.

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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 possesses 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.

David J. Terrazas

Attorney

 

Tel: (831) 429-6391
Email: bcb@brereton.law
Website:  https://www.breretonlawoffice.com/

 

David has a wide breadth of experience in business, administration and transactional matters. David joined the Brereton Law Office in 2015 and has prevailed in cases involving contracts, property disputes, personnel matters, and administrative hearings, including negotiated settlements. David also handles wage and hour matters, and drafts employment-related polices and agreements, such as employee handbooks, employment agreements and severance agreements.

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In addition, David also conducts internal workplace investigations, advises clients on employment disputes and handles general civil litigation matters. David is a certified workplace investigator with the Association of Workplace Investigators (AWI). David is highly personable, conscientious and a strong advocate for his clients. David is deeply committed to providing his clients with exemplary service and representation. David received his Juris Doctor from Santa Clara University School of Law.

Prior to attending law school, David earned a MBA from the Santa Clara University Leavey School of Business. David also possesses a BA in Political Science from San Jose State University.

Jim Allen-Young

Owner, Architect

 

Tel: (831) 227-0354
Email: jday@baymoon.com
Website: http://www.jdallenyoung.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.

 

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

Tom Foster

1031 Exchange

 

Tel: (831) 464-1031
Email: tom@coast1031.com
Website: http://coast1031.com/

 

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.

 

Bebe & Grace Staging & Design

Home Staging & Design

 

Tel: (310) 729-1620
Email: jennifer@bebegraceinteriors.com
Website: http://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.

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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

Home Staging & Design

 

Tel: (831) 588-8718
Email: blain@keyimpressionsstaging.com
Website: https://www.keyimpressionsstaging.com/

 

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!

Rochelle Mort Interior Design

Interior Design

 

Tel: (831) 291-7991
Email: rochellemortinteriors@gmail.com
Website: http://rochellemortstudio.com

 

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.

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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

Principal Designer/Owner

 

Tel: (831) 621-2075
Email: info@michellelisacinteriordesign.com
Website: https://www.michellelisacinteriordesign.com/

 

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.

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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.

Home with Laurel

Home with Laurel

 

Tel: (831) 234-8833
Email: laurelcbeck@gmail.com
Website: https://www.homewithlaurel.com/

 

One time we spent 2 hours arranging the throw pillows on the couch. Now, 8 years later, we are creating beautiful spaces for our clients and loving every minute of it! From remodels to home staging, we challenge each other and the results are stunning.

Kenville Locksmith & Security

Locksmith

 

Tel: (831) 423-3252
Email: kenvillelocksmith@gmail.com
Website: https://www.kenvillelocksmithsantacruz.com/

 

Kenville Locksmith and Security is a locally owned and operated locksmith in Santa Cruz, CA. We have served the area with honesty and reliable service since 1937.

Blue Sky Property Management

Property Management

 

Tel: (831) 334-7676
Email: info@blueskysantacruz.com
Website: https://www.blueskysantacruz.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.

Terra-X Pest Services

Pest Control

 

Tel: (831) 234-1549
Email: info@terraxpestservices.com
Website: https://www.yelp.com/biz/terra-x-pest-services-watsonville

 

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!

 

Bob Beamon

Appraiser

 

Tel: (831) 247-2100
Email: beamonrs@sbcglobal.net
Website: https://www.robertbeamonappraisals.com/

 

As licensed appraisers, we have the comprehensive training and competence to provide the type of reliable property value opinions that banks and national lending institutions need for home loans. With years of experience that only comes with doing the job, we’re prepared to help our clients with practically any type of property.

Lindsay Ramos

Appraiser

 

Tel: (831) 429-5242
Email: leramos@comcast.net

 

Lindsay Ramos is a state-certified appraiser serving Santa Cruz and surrounding areas.

Tammy McBride

Appraiser

 

Tel: (831) 334-7820
Email: tammy@mrcservices.com
Website: https://mcbrideappraisalservices.com/

 

Residential Certified Real Estate Appraiser and FHA Approved!! Appraisal services for home sales, mortgage refinancing, primary and secondary mortgages, private mortgage insurance removal, estate planning, and bankruptcy.

 

Always Here For You

Being your trusted advisor is a privilege. That’s why I do business in person from start to finish.

1108 Mission Street, Santa Cruz, CA 95060