Troy A. Beck, CLTC®, FIC
Heart of the Valley Wealth Advisors
CA Insurance ID OC39131
AR License 1512526
www.thrivent.com/hotvwealthadvisors
408-217-2934
Jennifer McLain,
Community Relations Manager
Markus Breitbach, CEO
Help and Care
(408) 384-4412
Susan Brooksbank
Brooksbank Fiduciary Services
Probate Accounting
(CLPF # 1135)
(408) 904-8139
Sharon Catalan
Caring Transitions
(408) 229-2298
Pamela Gordon
Clear Path Advising LLC
Daily Money Manager and Bookkeeper
(949) 463-4868
Joan McCreary, CPO®
JMPO, Estate & Home Organizing
(408) 896-6262
Michele Morse Reen
NMLS# 304120/Corp.# 12007
The Reen Team at Direct Mortgage
Funding, a division of Leader1
408.813.4729 michele@reenteam.com
Kirsten Reilly
Real Estate Broker - Compass
DRE#01383856
408.835.2962
Deborah Rothschild, M.S.,
Senior Fitness Specialist
Virtual & On-Location
private and group fitness training
Tough Agers LLC
(408) 367-3247
Mike Scoggin
Oasis Senior Advisors – Silicon Valley
www.OasisSeniorAdvisors.com/Silicon-Valley
(650) 933-3336
Sandy Sparkman, Enrolled Agent & Certified Senior Advisor® Realtor®, GREEN, SRES®, Certified Probate & Trust Specialist DRE #01358679
Sparkman & Company
Tax Preparation & Resolution Services
(408) 533-0022
Raghu Yadavalli
Mosaic Health and Life Insurance Services LLC
Health Plan Advisor
CA License #OM34203
(408)705-3581
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