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 helps seniors in need of assistance with their Estate or Trust.  She also specializes in Conservatorships, Trust Administration, Estate Administration and Power of Attorney.



Lee Ann


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.



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



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. 

Scott Donnelly

Certified Public Accountant


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

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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