ELDER ADVOCATES TRUSTED RESOURCE

FIDUCIARY & FINANCIAL TEAMS

Caitlyn Cogan

Professional Fiduciary

Cogan Fiduciary Services

Los Angeles and Orange County

Caitlin helps seniors in need of assistance with their Estate or Trust. She also specializes in Conservatorships, Trust Administration, Estate Administration and Power of Attorney.

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Chris Lee

Executive Director, Private Banking

J.P. Morgan

Orange County, LA County, SD County

I orchestrate a team of specialists who utilize advanced planning strategies to deliver banking, lending, and wealth management services. I aim to be the single point of contact for individuals and private trustees.

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Craig Cross

Managing Director, Co-Founder

Halbert Hargrove Global Advisors, LLC

West LA including Beverly Hills, Greater Long Beach, northern Orange County.

Halbert Hargrove & Co was founded in 1933. Joined the firm in 1979. In 1989 Co-founded the successor Halbert Hargrove Global Advisors, LLC, a Registered Investment Advisor (RIA). HHGA is a fiduciary investment mana...

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James Sullivan

Licensed Professional Fiduciary

ConservaTrust Fiduciary Services

Southern California and in some instances, worldwide

We serve by assisting clients manage their household and business affairs when they either cannot, due to medical or other circumstances, or they wish to no longer be burdened so they may travel or not feel the daily str...

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Karin Finnegan

Trust Officers

Farmers and Merchants Trust Co.

South Bay, Long Beach & Orange County

Karin and Ryan assist clients who are looking to name a corporate trustee for their revocable and/or irrevocable trusts, as well as those who need assistance with their overall investment management.

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Lee Ann Hitchman

Fiduciary, Independent Trustees and Certified Care Managers

Hitchman Fiduciaries

Greater Southern California

Lee Ann helps any elder who needs an advocate for either financial or care challenges. Families and beneficiaries who are in disagreement over trust administration. Beneficiaries with special needs, including mental heal...

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Lee Vieira

Loan Officer

Cherry Creek Mortgage

Seal Beach, Lakewood, Bellflower, Compton, Cerritos, Huntington Beach, Torrance, Carson, San Pedro, Cypress, Manhattan B... See More

Lee helps people who are looking to stay in their home without worrying about having to pay a mortgage payment and possibly pay off other obligations to make their lives earlier. His specialties include: Reverse Mortgage...

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Leslie Wiberg

Wealth Manager

WealthSpring

Long Beach, Orange County, South Bay

Leslie helps those getting ready to retire in the next 5-10 years and senior citizens who need financial guidance and/or assistance. As a Certified Financial Planner she helps with retirement planning, budgeting and esta...

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Ryan Eichenauer

Trust Officers

Farmers and Merchants Trust Co.

South Bay, Long Beach & Orange County

Karin and Ryan assist clients who are looking to name a corporate trustee for their revocable and/or irrevocable trusts, as well as those who need assistance with their overall investment management.

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Tammy Wong

First Vice President - Team Leader (Specialty Banking/Trust and Estates/Fiduciary Banking)

Axos Bank

Long Beach, Los Angeles, Torrance

Tammy helps clients of Trust and Estate Attorneys in need of customized accounts. She accommodates the following types of accounts: Probate, Guardianships, Conservatorships, Special Needs Trust, and many more.

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Tom DiLeo

Retirement Mortgage Planner/Senior Advisor

Finance of America Mortgage Llc

Serving all of California

Tom specializes in helping people 60 year and older manage their retirement finances through reverse mortgages.

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