Find a CABB Affiliate

Support Our Affiliates

CABB offers affiliate membership to advisors offering services typically needed during a business transaction. If you are interested in our affiliate program, please click here. Search from the affiliates listed below including attorneys, bankers, CPAs, escrow agents and SBA lenders.

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Name Company Location Email Phone
Kelley Cheney Plumas Bank Auburn, CA kelley.cheney@plumasbank.com (530) 870-1333
Murray Anderson U.S. Bank Glendale, CA murray.anderson@usbank.com (949) 224-7152
Joseph Sweeney Sweeney Mason LLP Los Gatos, CA jsween@smwb.com (408) 356-3000
Scott Johnson U.S. Bank Los Angeles, CA scott.johnson4@usbank.com (818) 821-4465
Kurt Wilson Sweeney Mason LLP Los Gatos, CA kwilson@smwb.com (408) 356-3000
Robert Porter Plumas Bank Auburn, CA robert.porter@plumasbank.com (916) 206-9100
Richard Carlson Exchange Bank Lafayette, CA richard.carlson@exchangebank.com (925) 482-7195
Joe Smith Exchange Bank Santa Rosa, CA joe.smith@exchangebank.com (707) 791-8554
Eric Shapiro Manufacturers Bank Encino, CA eshapiro@manubank.com (818) 290-5879
Melanie Smith City National Bank Irvine, CA melanie.smith@cnb.com (949) 285-6147
Margaret Hill Hill Program Managers Denver, CO margaret.hill@hillprograms.com (303) 929-3523
William Ziprick The Business Law Firm of William F. Ziprick Yucaipa, CA bookkeeping@zipricklaw.com (509) 951-7230
Patsy Mercado Bay Area Escrow Services San Ramon, CA pmercado@bayareaescrow.com (925) 831-9099
Carlos Macedo U.S. Bank Los Angeles, CA juan.macedo@usbank.com (323) 919-5307
Sean Thomson U.S. Bank Glendale, CA sean.thomson@usbank.com (818) 482-1042
Chris Rodewald U.S. Bank San Diego, CA chris.rodewald@usbank.com (760) 271-0676
Victor Hordies Manufacturers Bank Encino, CA vhordies@manubank.com (818) 380-0911
David Burgess, Attorney Business Law Group San Jose, CA dburgess@buslawgroup.com (089) 797-8003
Chad Barbieri Exchange Bank San Carlos, CA chad.barbieri@exchangebank.com (415) 713-1900
George Hayrapetian Manufacturers Bank Los Angeles, CA ghayrapetian@manubank.com (818) 380-0919
Jim Barnett Exchange Bank Santa Rosa, CA jbarnett@summitstatebank.com (925) 698-2286
Steve Colburn Umpqua Bank Newport Beach, CA steve@eagleca.com (949) 421-1375
Steve Mariani Diamond Financial Services Raleigh, NC stevem@easysba.com (919) 376-2922
Mila Balke Sweeney Mason LLP Los Gatos, CA mbalke@smwb.com (408) 356-3000
Joseph Sarkisian Los Angeles, CA (747) 273-2231
Alejandro (Alex) Espinosa City National Bank Pleasanton, CA alejandro.espinosa@cnb.com (925) 366-1543
Carlos Recavarren Manufacturers Bank WOODLAND HILLS, CA crecavarren@manubank.com (818) 380-0904
Roger Mason Sweeney Mason LLP Los Gatos, CA rmason@smwb.com (408) 356-3000
Peter Siegel, MBA BizBen.com, BizBenNetwork.com Dublin, CA peter.siegel.bizben@gmail.com (925) 785-3118
Kimberly Bird U.S. Bank CA kimberly.bird@usbank.com (916) 747-1660
Brad Lebsack Pinnacle Bank Morgan Hill, CA brad.lebsack@pinnaclebankonline.com (408) 762-7173
Kevin Squires U.S. Bank San Jose, CA kevin.squires@usbank.com (408) 482-5395
Brandon Montalvo The Abbott Wealth Management Group at Morgan Stanley Roseville, CA brandon.montalvo@morganstanley.com (713) 898-7493
Rob Buckner City National Bank La Jolla, CA rob.buckner@cnb.com (760) 604-3613
Micah Russum Manufacturers Bank Encino, CA mrussum@manubank.com (323) 840-4275
Michael Johnson AOR Insurance LLC Winter Springs, FL mjohnson@aorinsurance.com (407) 704-9522
Louis Lane U.S. Bank Sacramento, CA louis.lane@usbank.com (408) 508-9738
Scott Price City National Bank Ontario, CA scott.price@cnb.com (909) 481-2460
Derek Difani U.S. Bank CA derek.difani@usbank.com (909) 275-4216
Scott Williams, Attorney at Law The Small Business Law Firm, P.C. Thousand Oaks, CA swilliams@smallbusinesslaw.org (805) 778-0206
Dean Pena Exchange Bank Roseville, CA dean.pena@exchangebank.com (916) 367-2612
Erik Grunwald U.S. Bank Orange County, CA erik.grunwald@usbank.com (949) 355-5767
Maryanne Harris Exchange Bank Santa Rosa, CA maryanne.harris@exchangebank.com (707) 521-5031
Omar Khairzada U.S. Bank Glendale, CA omar.khairzada@usbank.com (805) 302-1038
Don Pangilinan Philip Levin & Associates San Francisco, CA info@pmlevinimmigration.com (800) 974-2691
Daniel Rodriguez Manufacturers Bank Encino, CA drodriguez@manubank.com (818) 380-0916
ROMIN THOMSON Sweeney Mason LLP Los Gatos, CA rthomson@smwb.com (408) 356-3000
Geoffrey Disch Green Escrow Services, Inc. San Ramon, CA geoffrey@greenescrow.biz (510) 410-4090