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...
Richard Simpao
Reverse Mortgage Specialist
Richard Simpao is a mortgage professional and owner of San Diego Loan Company, specializing in reverse mortgages and customized home loan solutions since 2010. He is known for making complex financial decisions clear and manageable, especially for clients planning for retirement...
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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.
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...
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...
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Judi Adams
Estate Planning Attorney
Born and raised in San Diego, I bring 32 years of experience in banking and financial acumen to my work in estate planning. My career began in banking serving as a Branch Manager throughout San Diego County. I built a strong foundation in lending, budgeting, and client-focused communication working with business owners and CEOs in diverse industries...
Kendra Cole
Senior Placement Advisor
Kendra Cole is the owner of Noni’s Senior Living Placement, where she compassionately guides seniors and their families through the search for Independent Living, Assisted Living, and Memory Care across San Diego County...