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
Susan Brooksbank
Brooksbank Fiduciary & Accounting Services (CLPF # 1135)
(408) 904-8139
susan.brooksbank@icloud.com
Professional Organizer
Joan McCreary, CPO®
JMPO, Estate & Home Organizing
(408) 896-6262
joan@jmpoestate.com
Senior Care Resource Consultant
Meghan Fitzpatrick, Community Relations Director
Cedar Creek Alzheimer’s & Dementia Care
(857) 891-4069
mfitzpatrick@the-creeks.com
Senior Fitness Consultant/Coach
Deborah Rothschild, M.S., Senior Fitness Specialist
Deborah Does Fitness
(408) 367-3247
DeborahDoesFitness@gmail.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
Realty ONE Group Infinity
(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