ELDER ADVOCATES TRUSTED RESOURCE
FINANCIAL TEAMS
FIDUCIARY & FINANCIAL PLANNERS
Jim
Better
Long Term Care Financing Specialist
Essential Plans of Insurance
Southern California
Jim helps families and individuals with personal and group disability income insurance and long term care financing.
Caitlin
Cogan
Professional Fiduciary
Cogan Fiduciary Services
Los Angeles and Orange County
Caitlin helps seniors in need of assistance with their Estate or Trust. She also specializes in Conservatorships, Trust Administration, Estate Administration and Power of Attorney.
FIDUCIARY & FINANCIAL PLANNERS
Lee Ann
Hitchman
Fiduciary, Independent Trustees and Certified Care Managers
Hitchman Fiduciaries
Greater Southern California
Lee Ann helps any elder who needs an advocate for either financial or care challenges. Families and beneficiaries who are in disagreement over trust administration. Beneficiaries with special needs, including mental health disorders.
Ryan Eichenauer &
Karin Finnegan
Trust Officers
Farmers and Merchants Trust Co.
South Bay, Long Beach & Orange County
Karin and Ryan assist clients who are looking to name a corporate trustee for their revocable and/or irrevocable trusts,
as well as those who need assistance with their overall investment management.
James Sullivan
Licensed Professional Fiduciary
ConservaTrust Fiduciary Services
Southern California and in some instances, worldwide
We serve by assisting clients manage their household and business affairs when they either cannot, due to medical or other circumstances, or they wish to no longer be burdened so they may travel or not feel the daily stresses of expense and mail management.
Tammy Wong
Relationship Manager, Vice President
Manufactures Bank
Long Beach, Los Angeles, Torrance
Tammy helps clients of Trust and Estate Attorneys in need of customized accounts. She accommodates the following types of accounts: Probate, Guardianships, Conservatorships, Special Needs Trust, and many more.
LOAN OFFICERS & MORTGAGE PLANNERS
Tom DiLeo
Retirement Mortgage Planner/Senior Advisor
Finance of America Mortgage Llc
Serving all of California
Tom specializes in helping people 60 year and older manage their retirement finances through reverse mortgages.
Lee Vieira
Loan Officer
Cherry Creek Mortgage
Seal Beach, Lakewood, Bellflower, Compton, Cerritos, Huntington Beach, Torrance, Carson, San Pedro, Cypress, Manhattan Beach, Downey, Whittier, San Diego, Eureka.
Lee helps people who are looking to stay in their home without worrying about having to pay a mortgage payment and possibly pay off other obligations to make their lives earlier. His specialties include: Reverse Mortgages, Conventional Mortgages, VA and FHA Mortgages
Andrew
Scammon
Home Equity Retirement Officer
Finance of America Mortgage Llc
Serving San Francisco to San Diego
Andrew focuses on compassion and patience developed through years of working with first time reverse mortgage seekers. Andrew reverse engineers HECM programs that match a client’s needs.
WEALTH MANAGERS AND CERTIFIED PUBLIC ACCOUNTS
Scott Donnelly
Certified Public Accountant
PDM CPA's
South Bay Long Beach Orange County
Scott helps clients with trusts and partnerships who are looking for a consultant to work with regularly through the year. His area of expertise is Income Taxation Estate and Gift Planning and Taxation Multigenerational Business Groups
Leslie Wiberg
Wealth Manager
WealthSpring
Long Beach, Orange County, South Bay
Leslie helps those getting ready to retire in the next 5-10 years and senior citizens who need financial guidance and/or assistance. As a Certified Financial Planner she helps with retirement planning, budgeting and estate planning.
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