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

Financing Brokerage

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
NMLSR ID 453627


Business Finance

Business Banking 

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

Karri White, Vice President
Wells Fargo Bank
7701 Soquel Dr.
Aptos, CA, 95003

Commerical Real Estate

Residential Real Estate

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