The SMLMA provides the support you need tomaintain a successful practice
SMLMA’s Business Partner Program adds valuable benefits for SMLMA members and their medical staff. The program is dedicated to offering products and services designed to support the business and personal needs of practicing physicians. Physician practices benefit from discounts and referrals to quality services, and partners benefit from ongoing visibility with the medical community. Endorsed Partner and Partner levels are available to qualified companies.
The programs are open continuously for new annual memberships beginning at the date of approval. Download the application and the brochure, or contact Susan Gumucio at (707) 525-4375 or firstname.lastname@example.org.
ProAssurance / NORCAL Group
ProAssurance and NORCAL Group combined in 2021 to become the third-largest medical professional liability insurance company by market share in the country. Our national footprint provides insureds with specialized expertise for a wide spectrum of insurance coverage and risk management issues. ProAssurance Group is rated A (Excellent) by AM Best. For more information, visit ProAssurance.com or call 800-282-6242.
Dan Ancheta, Branch Manager / Synergy One Lending Sonoma County
With more than 20 years of experience in the financial service industry, Dan Ancheta has garnered a stellar reputation with clients and colleagues. As a nationally ranked Scotsman Guide Top Mortgage Originator, he’s helped hundreds of families with their most valuable asset — their home. Living and working in Sonoma County for over 30 years, Dan brings local insight and experience to your real estate purchase as only a North Bay native can.
Together with Jumbo Loan Specialist Aliya Hanson, they ensure a smooth transaction from start to finish. Dan and Aliya are enthusiastic about offering their high level of service to medical professionals in SMLMA’s tri-county area who are looking to improve the “health” of their debt and real estate investments. See flier for more Meet the Team details.
BENEFIT: SMLMA physicians receive a no-obligation, individual consultation and customized plan to optimize their debt and pursue their real estate goals. Call or text Dan to get in touch directly and begin your new home or refinance journey.
“Dan and his team were true professionals! We appreciated his approach to helping us find financial options that fit our needs. It is very evident that Dan and his team care about their clients; they made us feel comfortable every step of the way. This was our second time working with Dan and we would not hesitate to work with him again and recommend him to our friends.” —Sabrina Kidd: Chief Medical Executive Sutter Health, Santa Rosa
CONTACT: You can reach Dan directly at 707-490-5997 or DAncheta@s1l.com. Visit s1l.com/branch/petaluma for additional information.
Since 1890, Exchange Bank has been serving Sonoma County through financial leadership and community support. Giving back to the community is part of the Exchange Bank legacy inspired by Bank co-founder, Frank Doyle, a civic and philanthropic leader and creator of the Doyle Trust, providing scholarships to Santa Rosa Junior College students since 1948. Frank Doyle’s community commitment instilled a culture at Exchange Bank that encourages employees to pay it forward, volunteering and showing their commitment to giving back.
BENEFIT: Exchange Bank has designed special checking benefits and discounted residential and auto loans exclusively for SMLMA members. Our staff is available to review these programs and benefits with you—contact our Customer Care Center at 707-524-3000 or visit a local branch. Please indicate you are an SMLMA member when you call; please have your membership ID number available. www.exchangebank.com
In addition, throughout the pandemic, Exchange Bank has partnered with SMLMA and Amaturo Sonoma Media Group in sponsoring the “Roll Up Your Sleeves, Sonoma County” initiative to raise awareness for and to facilitate the administration of COVID-19 vaccinations throughout Sonoma County, including walk-in clinics at sites throughout Sonoma County and at local Exchange Bank branches.
Sonoma County Regional Parks Foundation
Home to one of the most diverse park systems in California, Sonoma County’s 58 regional parks include mostly open space conservation land, developed trails, beaches, campgrounds, and picnic areas. Ranging from the Pacific Coast and mountains to urban green spaces, each park offers something unique — including scenic vistas, forested trails, river access, athletic fields, swimming and playgrounds. The Parks Foundation raises funds, fosters partnerships and advocates on behalf of this spectacular Sonoma County Regional Parks system.
The Parks Foundation is pleased to partner with Sonoma County Regional Parks and SMLMA on a Parks Rx program. The program offers “prescription forms” in English and Spanish for physicians to give their patients. The forms encourage patients to spend time outdoors enjoying nature, which can lead to improved health, wellness, and peace of mind.
CONTACT: For additional information about the nonprofit Sonoma County Regional Parks Foundation, see the website or contact Executive Director Melissa Kelley at email@example.com or 707-565-1830. To learn more about activities in Sonoma County parks, visit the Regional Parks website.
Russell Van Sistine, CFP® / Sonoma Wealth Advisors
With professional services focused on physicians and the medical community, Russell Van Sistine, CFP® and partner Adi Calixtro help clients navigate often complex financial affairs — working diligently to ensure a thoughtful, well-rounded and informative experience.
BENEFIT: SMLMA physicians receive an individual, customized service plan that includes advantages available only to members of the medical association. Call for details or to schedule a no-cost financial health check-up in the Santa Rosa or Sonoma offices. Russell also hosts “White Coat Investors” webinars and dinners for member physicians and "Financial Health" dinner programs for family medicine residents in our tri-county area (check with SMLMA for upcoming dates, topics and guest speakers).
CONTACT: Russell directly at 707-766-4765 or firstname.lastname@example.org. Appointments may be scheduled by calling Adi at 707-584-6209. Visit sonomawealthadvisors.com for additional information.
Announcing FINANCIAL THERAPY, a new series of videos created specifically for physicians, nurses and PAs. Russell Van Sistine, CFP® offers tips and insights that could help medical professionals reach their financial goals more quickly and tax-efficiently.
Retire? • 403(b) Plans • Disability Insurance
Cooperative of American Physicians
The Cooperative of American Physicians, Inc. is pleased to support Sonoma county physicians with superior medical malpractice coverage and valuable services to help you prosper and maintain your independence.
BENEFIT: Our comprehensive risk management programs help ensure your patients are safe and satisfied, while our value-added practice management benefits provide you with the administrative support you need to focus on what’s most important—patient care.
For more information, please visit www.CAPphysicians.com/sonoma, email md@CAPphysicians.com, or call 800-356-5672.
David Berry / Berry & Fritzinger, P.C.
I am an experienced local lawyer dedicated to helping people navigate the legal process, whether it is negotiating provider or other contracts, assisting clients buy/sell practices, negotiating leases, or resolving a variety of business and personal disputes. My firm provides a broad range of services that include estate planning; a significant part of my practice is representing building owners with construction defects and other problems. I am committed to helping the medical community, with deeply held gratitude for the local medical providers who saved my wife’s life.
BENEFIT: A free initial consultation to SMLMA members. If retaining me or my firm makes sense, we will discuss how to do so. If a lawyer outside of my firm is a better fit, I will make the referral. My goal is for physicians to leave the consultation feeling that they received excellent support and service. Contact me at 707-800-0550 or email@example.com.
DRE-01879097, 01276948, 02154735
Ehrlicher Styles Real Estate Group / Engel & Völkers
As Diamond-Level Realtors® for the last six years in a row, the Ehrlicher Styles Group embodies a refined vision of excellence. With three agents plus an in-house branding and marketing team, clients experience 24/7 access, elevated service, and a strategic advantage when it comes to buying or selling property. The three group members serve Napa, Marin and Sonoma counties with over 33 years of combined experience in quality service and purpose-driven execution. ESG offers their services to the medical community with gratitude for support through wildfires and the pandemic.
BENEFIT: As a real estate group, ESG believes the best way to show appreciation is to take action and provide accessible, luxury-level service. SMLMA members receive a complimentary home inspection and home warranty. Call 707-540-2000 or email firstname.lastname@example.org to learn more. www.ehrlicherstyles.com
Sudha Schlesinger, Ph.D. / Engel & Völkers
Since moving to Sonoma County with my physician husband in 2007, I have been actively representing physician families in the local housing market. I specialize in NE and SE Santa Rosa with experience in all of Sonoma County. I have earned an exemplary reputation with my enthusiasm for real estate and passion for first-class service. With the backing of a recognized, global luxury broker, Engel & Völkers, my team and I repeatedly exceed expectations with customized marketing and purchase strategies, efficient execution and state-of-the-art marketing tools. I consider my greatest value to clients to be expert negotiating skills and guiding clients to make good investments.
BENEFIT: SMLMA sellers and buyers receive a complimentary Pest Inspection. Please let me know how I can help you in this challenging market. 707-889-7778 or email@example.com. • www.sschlesinger.com
With more than 20 years of experience in the financial service industry, Dan Ancheta has garnered a stellar reputation with clients and colleagues. As a nationally ranked Scotsman Guide Top Mortgage Originator, he’s helped hundreds of families with their most valuable asset — their home. Living and working in Sonoma County for over 30 years, Dan brings local insight and experience to your real estate purchase as only a North Bay native can
Together with Jumbo Loan Specialist Aliya Hanson, they ensure a smooth transaction from start to finish. Dan and Aliya are enthusiastic about offering their high level of service to medical professionals in SMLMA’s tri-county area who are looking to improve the “health” of their debt and real estate investments.
As a physician, you likely practice medicine in order to help people, but may find it difficult to treat those in your community who cannot afford care. Operation Access offers a solution. We’re like a local medical mission, a Doctors Within Borders, providing seamless care coordination for people in need.
Since 1993, we have been arranging donated surgical and specialty care for low-income, uninsured, and unfunded adults in Northern California. Local community health centers refer patients to our program for specialty care, and we screen for eligibility and match patients with participating surgeons and specialists. We provide interpreters when needed, and, with our culturally competent care coordination, help ensure patients arrive on time and ready for appointments.
Partner hospitals, ambulatory care centers, and ancillary provider groups such as anesthesia, pathology, and radiology, agree to waive charges for eligible patients.
VOLUNTEER OPPORTUNITY: You are invited to join Operation Access to help those with limited access to care. As a volunteer physician, you determine the frequency of your participation and the types of cases you accept. No lengthy sign-up process or paperwork is involved. We take care of the red tape and give you the opportunity to do what you do best—provide quality medical care with dignity and compassion.
CONTACT: Please get in touch with us to learn more about how you can get involved. Call 415-733-0052, email firstname.lastname@example.org or visit https://www.operationaccess.org/
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