Core Members
Financial Advisor
Ann M. Escobar
Waddell & Reed, Inc.
www.AnnEscobar.wradvisors.com
(408) 370-5214
aescobar02@wradvisors.com
In-Home Care Services
Markus Breitbach
Help and Care
(408) 384-4412
info@helpandcare.com
Mortgage Options for Seniors
Casey Fleming, NMLS 344375 / DRE 00889527
C2 Financial Corporation
408-348-3442
loanguide@outlook.com
Move Management & Estate Sales
Sharon Catalan
Caring Transitions
(408) 229-2298
scatalan@caringtransitions.net
Professional Fiduciary Services
Stevie Slaughter, CLPF, NCG #1047
Paige Fiduciary Services
(408) 858-1714
stevie@paigefiduciary.com
Professional Organizer
Joan McCreary, CPO®
JMPO, Estate & Home Organizing
(408) 896-6262
joan@jmpoestate.com
Senior Insurance Services
Terry Nellis, CA Lic #0B34274
Terry Nellis Insurance Services
(408) 314-8177
terrynellis@mac.com
Senior Living & Housing Advisor
Mike Scoggin
Oasis Senior Advisors – Silicon Valley
(650) 933-3336
MScoggin@YourOasisAdvisor.com
Seniors Real Estate Specialist
Debra Schwartz, DRE# 00815454
CSR Real Estate Services
(408) 529-0099
Debra@DebraSchwartz.com
Tax Preparation Services
Sandy Sparkman, EA & Certified Senior Advisor
Sparkman & Company
(408) 533-0022
Sandy@sparkmanandcompany.com
Trusts & Estates – Legal Services
Paul A. Pelosi
Pelosi Law Office
(408) 296-3601
paul@pelosilawoffice.com