core members

Michele Morse Reen

NMLS# 304120/Corp.# 12007

The Reen Team at Direct Mortgage

Funding, a division of Citywide

www.reenteam.com

408.813.4729 michele@reenteam.com

Mike Scoggin
Inspired Senior Advisors

650-933-0017

Mike@InspiredSeniorAdvisors.com

Sandy Sparkman 

Enrolled Agent & Certified Senior Advisor® 

Sparkman & Company

Tax Preparation & Resolution Services

www.sparkmanandcompany.com

(408) 533-0022

Sandy@sparkmanandcompany.com

Raghu Yadavalli

Mosaic Health and Life Insurance Services LLC

Health Plan Advisor

CA License #OM34203

www.MosaicHealthandLife.com

(408)705-3581

raghu.yadavalli@gmail.com

  Mary Alden

Beacon Light Doulas LLC

Late-Life Transition Specialist

End-of-Life Doula

New Normal Navigator

www.beaconlightdoulas.com

408-757-6803

maryalden.bld@gmail.com

Kirsten Reilly

Real Estate Broker 

DRE#01383856

Seniors and Trust/Probate Specialist

www.kirstenreilly.com

408.835.2962

kirsten.reilly@compass.com

Jennifer McLain, 

Community Relations Manager

Markus Breitbach, CEO

Help and Care   

www.HelpandCare.com

(408) 384-4412 

support@helpandcare.com

Joan McCreary, CPO®

JMPO 

www.JMPOestate.com

(408) 896-6262

joan@jmpoestate.com

Troy A. Beck, CLTC®, FIC Heart of the Valley Wealth Advisors CA Insurance ID OC39131 AR License 1512526www.thrivent.com/hotvwealthadvisors408-217-2934troy.beck@thrivent.com