Susanne has a heart for families, and has witnessed the firsthand effect and value of senior care resource planning. Her maternal grandparents did not properly plan ahead, and their monetary legacy disappeared when her grandfather began suffering from Alzheimer’s. Her grandmother was forced to spend their life savings on healthcare. Their standard of living was reduced and unable to afford in home care she became his primary caretaker. By the end of their lives, her grandparents had lost everything they had. On the other hand Susanne’s paternal grandparents though stricken with poor health were able to preserve their standard of living, afford home care assistance, and retain the assets they’ve worked their lives for, even passing it down to their children, and all because of proper planning.
Surprised by the lack of information provided to retirees, Susanne has dedicated herself to provide free educational services for seniors, their children, and those seeking pre-retirement planning.
Certified Annuity Counselor
Certified IRA Advisor & Distribution Specialist
Certified member of the Institute for Elder Planning Studies
Holds a Bachelor’s of Science in Business Administration
Long time Orange County Resident, family oriented
ROBERT – CERTIFIED FINANCIAL PLANNER
Robert is a Certified Financial Planner and founding partner of Equity Masters Group and The Action Foundry. Over the last 19 years, Robert has helped his clients make wise decisions on how to invest their “hard earned money.” Robert focuses his practice on providing comprehensive solutions in the areas of investments, insurance, wealth management, tax strategies, estate planning and executive benefits.
“Financial planning is a relationship business,” says Robert, “and I enjoy working closely with my clients to safeguard the financial futures of their families and businesses.” Although every client’s situation is unique, each one shares the common need to accumulate wealth, provide for a rewarding retirement, guard against unforeseen misfortune and liability, and plan for the tax efficient distribution of their legacy. In order for businesses to recruit and retain top executives and qualified employees, they must provide appropriate incentives and benefit programs. I help create peace of mind for employers by crafting business continuation and risk management plans to ensure that the operation of their company can endure even the loss of a significant employee.
My responsibility is to bring together solutions to complex problems, and then carefully implement and diligently monitor the strategy to help my clients achieve their goals. I want my clients to enjoy the peace of mind that comes from having their financial affairs in order.
Robert is eminently qualified to guide his clients in their pursuit of financial independence. Robert graduated from the College for Financial Planning and the Prestigious Wharton Business School Executive Program. He holds a Certified Financial Planner designation, as well as a Chartered Life Underwriter designation. Robert is a Graduate Estate Planning Consultant, a charter member of The Institute of Certified Financial Planners, The International Association for Financial Planning and a member of the California Tax Education Council. Robert also holds NASD license series 7, series 24 and series 63. He has been recognized as one of the Top 200 Advisors in America by Linsco/Private Ledger.
Robert lives with his wife Lori and their two children Samantha and Nicholas in Huntington Beach, CA.
SUZANNE – Attorney
- Suzanne advises families in the areas of estate, tax, charitable, veteran’s benefits and business planning.
- She is Triple Certified as an Accredited Attorney by the Department of Veterans Affairs and Medi-Cal.
- Suzanne is a member of the National Network of Estate Planning Attorneys, and a fellow of the Esperti Peterson Institute of Wealth Strategies Planning.
- Suzanne has been a senior instructor for The Academy of Multidisciplinary Practice at Michigan State University.
- “We follow the exact regulations…” “This is not cookie cutter planning.” Suzanne explains.
- Suzanne is also the author of Love, Money, Control – Reinventing Estate Planning.
DIRECTOR OF SOCIAL SERVICES
Sofia, our Director of Social Services has a heart for people, and is highly credentialed and experienced for service. Sofia holds a B.A. in Sociology from California State University Fullerton, Masters in Social Work from University of Southern California, and serves as Professor at North Orange County Community College District. She is also a Social Sciences and Disabled Programs & Services Instructor- teaching at a psychiatric hospital. She is the Director of The Rehabilitation Institute of Southern California, a non- profit organization serving disabled adults and children with programs to gain independence.
FAMILY CARE MANAGERS
L.N is an integral part of running the company. L.N. personally helps families successfully determine what resources are available to pay for Assisted Living. L.N. has a background in business management and holds a degree in education. She is a genuine go-getter who will get the job done. She has personal experience caring for elderly relatives, and is ready to help you.
E.C. is a Vietnam-era Marine Corps Veteran, and an incredible resource. E.C. has a background in family law, and owner of a law firm. He holds a degree in business administration and financial management, and is trained in family crisis management.
Anne has several years of experience working with families in the Assisted Living community. She came to Your Estate Coach after working for two major Assisted Living chains and knows firsthand the financial stress families go through when deciding to move a loved one into a facility. Marie visits and educates families and Assisted Living facilities on options to help pay for care.
Annie Sturm is a wizard at the internet and social media, which is integral to this generation. She utilizes her skills in marketing and design to help with promotions and networking in the Financial and Senior industries.
Our Administrative Coordinators and office manager, Edith Carels, offer support and add a personal touch and will help you when you call the office.
SENIOR SOCIAL WORKER ASSISTANT
Elizabeth manages all initial client concerns with great care. She has been working in Financial Services for over 15 years, serving and counseling clients with their individual needs. She is a caring, compassionate part of our team.
Our Financial Analyst has several years of experience bringing ordinary financial strategies to the next level. He provides analysis and guidance to our clients helping them with their investment decisions. He analyzes financial data, spot trends, and develops forecasts. On the basis of their results, he makes recommendations to buy or sell a particular investment or security.
Brian holds a Master’s in Education and Bachelors in Behavioral Science, and is a Veteran.
Brian is a man of integrity with special training and knowledge of financial services. He is dedicated to seniors and veterans and communicates our services with great personal warmth and professionalism.
Nicole, our Senior Auditor heads the auditing department where records and applications are kept, examined, responded to and more. Nicole’s attention to detail and thoroughness are essential tools in making sure everything is accurate, and on time. She has over 20 years of experience in the insurance and financial services industry, with extensive skill in underwriting, rating and management.
Scott’s operational knowledge on running a company using the most up to date technology is essential to Your Estate Coach’s daily functions. Technology is a daily necessity in how we help our clients, manage our confidential data, operate our auditing department and more. Scott understands our need to be punctual, accurate, and functional when using our systems. His certifications and years of experience are invaluable to the daily operation of our company.
*Our experienced network of individuals that you may interact with, depending upon your needs.