Michael McCullough


McCullough Financial

While Michael is based in Irvine, CA, he serves clients both locally and nationwide.

Michael has over 15 years of experience in financial advisory services, specializing in investment, retirement, and tax planning. McCullough Financial was established in 2020 and he is dedicated to helping clients plan f...

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Natalie Keam

Advisory Manager - Fiduciary Accounting Services


Greater Southern California

Natalie manages the preparation of accountings for probate, estates, trusts, conservatorships and guardianships in accordance with the local probate code.

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Ryan Eichenauer

Vice President and Trust Officer

Farmers and Merchants Trust Co.

South Bay, Long Beach & Orange County

Ryan assists 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 Di Leo

Reverse Mortgage Specialist

New American Funding

Serving all of California

Tom Specializes in helping people 55 years of age or older, looking to improve their financial cash flow.

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