Our Advisors
Aaron & Pamela Laney
Home Care Specialists
Aaron and Pam Laney are the owners of Aaron Home Care, providing San Diego Seniors with quality, in-home caregivers since since 2012. Aaron started his career in human services when he was still in college, taking a job at a summer camp in upstate...
Michelle Burkart, CLPF
Professional Fiduciary
Michelle Burkart is the founding principal of TH!NKresolution, a San Diego firm that provides private, professional fiduciary and probate mediation services to her clients...
John Correll, CRMP
Reverse Mortgage Specialist
My name is John Correll. I consider myself an educator and advisor on ways to use home equity in retirement. I am a CRMP, Certified Reverse Mortgage Professional, located right here in San Diego County...
Kim Phillips
Funeral & Burial Services
Drawing on nearly three decades of sales and customer service experience, Kim has dedicated the last quarter of her life to serving as a Family Services Counselor representing 16 different Dignity Memorial locations throughout San Diego County.
Amos Johnson
Asset Preservation
Amos Johnson, Jr., is a financial planner who earned his B.A. degree from San Diego State University, his Master of Divinity from the American Baptist Seminary, and his Financial Planning designation from American College of Bryan Mawr, PA...
Ric Goodman & Kim Paton
Senior Real Estate Consultants
Ric Goodman and Kim Paton are
Licensed and Certified Senior Real Estate Specialists (SRES) dedicated to providing Seniors with services to ease, simplify and
most importantly PROTECT SENIORS who
are contemplating their retirement housing transitions...
Tom Lawler
Estate Planning Attorney
The firm was founded in 1990 by attorneys Dennis E. Fay and Thomas C. Lawler. Mr. Fay practiced primarily in North County, his office located first in Carlsbad and later in Del Mar area. Mr. Lawler has maintained an office in the Mission Valley area...
Kandis Munro
Senior Care Coordinator
I have had over 20 years of experience in the senior health care industry. I am familiar with most senior living options and how to navigate access to government benefits...
Erica Sell
Medical Equipment & Rental
Erica Sell grew up in Northern California in a medical family. After graduating from UCSD, she decided to transform her passion for helping people into a successful business...
Jon Schwartz
Senior Placement Advisor
Jon Schwartz is a gerontologist and the founder of Partner in Aging, a company dedicated to helping older adults and their families navigate the complexities of aging. With over 20 years of experience, Jon and his team provide personalized care navigation, aging-in-place planning, and...
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Sandra Bredeson
Insurance Solutions Advisors
Sandra: My goal is to offer solutions that meet your needs today and for the life of your retirement. I believe in building a personal relationship with you...