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Trusted Partners

Senior care rarely stops at housing. Families also need a Realtor who understands downsizing, an elder law attorney, a financial advisor, an insurance agent, and more. Below is Kathee's personal network of local professionals — people she knows, trusts, and refers her own families to, at no cost to you.

Local & Vetted

Meet the Network

Every professional below has met Kathee in person through their local networking group and earned her trust. Search or browse to find the right person for your family.

Showing all 15 contacts
Donna Hertel
Senior Real Estate Specialist

A founding member of the network who joined to connect and collaborate with fellow local professionals.

Mark Teran
Residential Mortgage Advisor

Known locally as "Your Mortgage Man," Mark has helped families reach homeownership for over 30 years.

Jeffrey Marr
Reverse Mortgage Advisor

The go-to reverse mortgage specialist in the group — a great resource for families weighing housing and cash-flow options for aging parents.

Jeff Sinclair, CFP®, AAMS™, CRPC™
Founder & Wealth Advisor

Independent financial advice tailored to a family's life, goals, and future.

Tiffany Terrell
VP & Senior Trust Officer

Over 24 years of experience administering revocable, irrevocable, charitable, and special needs trusts.

Cristi Rodda
P&C Insurance · Agency Owner

Helps clients protect their family and assets with the right coverage.

Jamie Gilreath
Commercial Insurance Specialist

Works with the business community on liability, property, business auto, and workers' comp coverage.

Stefani Coggins, Esq.
Estate Planning Attorney

Estate planning, trust administration, and probate guidance tailored to each family's needs — an especially valuable resource when planning ahead for senior care.

Brandon Walcott
Client Success Manager · IT & Cyber

Helps business owners eliminate IT frustrations and reduce cyber risk.

Niki Dawson
Web & Graphic Designer

Helps businesses connect with their audience through creative, thoughtful design.

Joe Blas
Electrician
Rio Oso Electric

Believes in doing the job right the first time, with proven methods and a strong focus on safety.

Marisela Bennett
Certified Clinical Hypnotherapist

Helps clients access the power of the subconscious mind to create meaningful, lasting change.

Cristi Taylor
Holistic Psychotherapist

Specializes in grief, life transitions, end-of-life, and caregiver stress — a wonderful resource for family members navigating a loved one's care journey.

Ron Smith
Handyman Services

Honest work and affordable solutions, done right the first time.

These professionals are members of the Blue Ribbon Professional Network, a no-cost group meeting twice a month to build relationships our communities can count on. Kathee is a proud member.

Not Sure Who to Call?

If you're not sure which contact fits your family's situation, just call Kathee. She's happy to point you in the right direction — even if it has nothing to do with senior placement.

📞 Call Kathee Now (916) 906-2045
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