All Board Members are First Responders, Bio's Coming Soon!

Estate Planning Solutions

A First Responder Owned and Managed Company
"Protecting Those Who Protect Others"

They say we aren't like other Estate Planning Firms. We Say that is Our Best Feature.

Meet the Team

Board of Directors

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Paul A. Merino

Los Angeles Sheriff's Department

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Walter A. Kurtz Jr.

Riverside Sheriff's Department

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David R. Marshall

Riverside Sheriff's Department

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Michael Overholser

Captain Los Angeles City Fire Department

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Jamie McBride

Los Angeles Police Protective League

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Ray Mendoza

Los Angeles Police Department

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Derrick Abell

Chief of Police Manhattan Beach

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Alvin Jackson

Chief of Police San Bernardino Community College District

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Management Team

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Laury Macauley

Attorney

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Pamela A. Doble

Paralegal/Certified Estate Planner

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Donna Loza

Estate Planning and Asset Protection Manager

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Maria Aguilar

Estate Planning Specialist

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Cesiley Reyes

Estate Planning Specialist

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Shawna Bell

Asset Protection Specialist

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