Our Company

A family business founded on traditional values, SAR carries the commitments of our founders into the 21st century environment.

Following is a partial list of references. SAR also maintains an updated, comprehensive listing of current and past client references. We’d be happy to share them with you upon request.

 

Legal Represenation

CPA/Estate Planning

 
Catherine Philipovitch, Esq.
555 Willow Street, Suite 100
Santa Cruz, CA 95050
(831) 423-9300

Chad Hoesing, CPA
331 Soquel Avenue, Suite 205
Santa Cruz, CA 95062
(831) 425-7193

 
Commercial Finance

Residential Finance

 
Scott Monasch, Director
Barry Slatt Mortgage Co. 
800 Airport Blvd., Suite 522
Burlingame, CA 94010 
(650) 342-6755

Daniel Fish, Home Mortgage Consultant
Wells Fargo Bank
530 Front Street
Santa Cruz, CA 95060
(831) 466-2628

 
Business Finance

Business Banking 

 
Kristine Ronzano, Vice President
Wells Fargo Bank
74 River Street, 2nd Floor
Santa Cruz, Ca 95060 
831-466-5421 

Karri White, Vice President
Wells Fargo Bank
7701 Soquel Dr.
Aptos, CA, 95003
831-688-6532

 
Commerical Real Estate
Brokerage

Residential Real Estate
Brokerage

 
Jeff Bracco, Senior Advisor
SVN | The Kase Group
3288 Steiner Street, Suite 201
San Francisco, CA 94123
Office 925-476-5422

Robert Bailey, Broker / Owner
Bailey Properties, Inc 
9119 Soquel Drive 
Aptos, CA 95003 
(831) 688-7434
 
Commercial Real Estate
Acquisition & Development 

Commercial Real Estate
Acquisitions, Sales & Leasing

 
Mitchell B. Jacoby, Vice President 
Jacoby Development, Inc. 
1000 Abernathy Road, Suite 1250
Atlanta, GA 30328
(770) 399-9930

Mike Vlass
The Vlass Group 
3491 Buckhead Loop, Suite 1703 
Atlanta, GA 30326
(404) 365-8855