core members

Michele Morse Reen

NMLS# 304120

Direct Mortgage Funding NMLS# 2802910

a division of GEM, Inc. NMLS# 2427

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

  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

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 1512526

www.thrivent.com/hotvwealthadvisors

408-217-2934

troy.beck@thrivent.com

Sharon Catalan

Caring Transitions

www.caringtransitionssv.com

(408) 229-2298

scatalan@caringtransitions.net

Christina Gorokhovsky, B. Acct., Juris Doctor

Wills, Trusts and Estates 

California Licensed Attorney

650-636-7247

Christina@GoroLaw.com

www.GoroLaw.com

Grace Dancel

With Grace Hospice & Palliative Care

408-444-5500

gdancel@withgracehospice.com

www.withgracehospice.com

Nick Horn

Ready2Nurse Home Health Agency

650-480-0821

nickhorn@ready2nurse.com

Maha L, M.Sc., M.A.

Wellness & Behavior Change Facilitator

650-713-9112

flourishwithmaha@gmail.com

www.flourishwithmaha.com

Sharon Dale Knox, Independent Agent

CA License #0G10378

Meta Insurance Solutions

408-564-1466 

www.Meta-HealthLife.com

James Laffen

Client Care Director & Co-Founder

Family Matters In-Home Care

familymattershc.com

Direct: 408-621-0226

Office: (888) 962-4836

 Zane Daugherty
Send Me a Trainer San Jose West 

 408-844-4790  

 sanjosewest@sendmeatrainer.com 

 fitnesstrainersanjose.com