brian-white

Brian W. White

President

NMLS # 14229

Brian is a graduate in business administration from the University of California (Berkeley) and he earned an M.B.A. degree from that institution. He is also a graduate of the formal Registered Representative training program at the New York Institute of Finance in New York City.

Brian worked on Wall Street for several years in management positions with Dominick and Dominick, Inc., one of the original members of the New York Stock Exchange. He was also employed as a retail registered representative for NYSE firms in Seattle and in San Diego. In 1990, Brian formed White Securities, Inc., a discount brokerage firm headquartered in La Mesa, Calif. Ten years later, he sold White Securities, Inc. to concentrate on reverse mortgages originations at Senior American Funding, Inc., along with financial planning, retirement planning, and insured investments through Heritage Tax & Insurance Services, Inc. Both corporations were formed as 50/50 partnerships with Matthew Copley. The corporate offices moved to the current location in Mission Valley in the year 2004.

Brian is a certified estate planner and a registered financial consultant. He is also a licensed broker with the California Department of Real Estate as well as a licensed mortgage broker in California. He is an approved member of the National Ethics Bureau. Both Senior American Funding, Inc. and Heritage Tax and Insurance Services, Inc. are accredited long time members of the Better Business Bureau where they each hold A+ (highest) ratings.

Brian and his wife, Maureen, have lived in East San Diego County since 1974. They raised two daughters locally, Meghan and Erin, both of whom graduated from the University of California at Santa Cruz and both went on to earn master’s degrees. Meghan is a nurse practitioner at San Francisco General Hospital and Erin teaches seventh grade at Solorsano Middle School in Gilroy, Calif.

Brian’s current efforts are centered on reverse mortgages and retirement planning, primarily utilizing guaranteed insured investments.


javier-avendano

Javier Avendano

Reverse Mortgage Specialist

NMLS # 1226068

Javier Avendano is a reverse mortgage advisor and the wholesale sales manager and trainer for Senior American Funding, Inc. He moved from Palm Springs, Calif. to San Diego to attend SDSU, where he received his bachelor’s degree in business management. Javier has been with the company since 2014 and has managed to make an immediate impact in order to streamline processes, not only for his clients, but also for the company’s various wholesale agents.

Javier prides himself on knowing the ins and outs of the reverse mortgage program in order to fully explain what the benefits are in each client’s individual situation. A reverse mortgage is one of the most misunderstood financial tools and it is important that you work with a seasoned professional that can walk you through the process. It is of the utmost importance that clients know what their options are and receive courteous and honest advice.

Call Javier anytime without obligation. He is ready to go to work for you today!


Marc Robertson

Marc is considered a unicorn in the San Diego area. Guys like Marc are hard to find because he has lived in San Diego his entire life. With two beautiful children Brady, eight years old, and Reed, 11, he is a busy man. In his youth, Marc vacationed all over the US with his parents. Today he is doing the same with his family. They love it as much as he did as a kid. Marc spends most Saturdays at youth sporting events either coaching or cheering on his boys. As a single dad who loves the outdoors, you will often find him fishing, hiking, and at the beach chasing the dog around. Marc has fun everywhere, even while helping retirees to grow their financial portfolios along the way. Marc is an expert in Medicare, HECM reverse mortgages, Financial planning, Estate planning, Living Trusts, LTC, Final Expense Insurance.


darby

Darby Eccles

Reverse Mortgage Specialist

NMLS # 317508

Darby Eccles is a financial advisor with experience as a financial professional since 1995. His expertise is in retirement planning and long-term care solutions. He specializes in utilizing various financial tools, such as tax-reduction strategies with investments, social security benefits maximization, and government-insured Home Equity Conversion Mortgage (HECM) plans, to help clients meet their goals in retirement. He has his life license, real estate license, Series 7 (general securities registered representative), and Series 66 license (investment advisor representative). Darby’s hobbies include music, cycling and scouting. He and his wife, Leslie, have six children and four grandchildren.


Troy Robertson

Retirement Planning Specialist

NMLS #1606969
CDI #0H40504
CA Bar #190585

Troy is a retirement planning specialist who enjoys helping people plan for their present as well as their future. He graduated with honors from SDSU with a degree in Accounting. Working in the sports industry as a corporate controller, he spent several years planning finances in the corporate world. Troy graduated cum laude from Law School. As an attorney, he represented several athletes, doing everything from endorsement deals to contract negotiations.

Troy grew up in the Lakeside area and has lived in San Diego his whole life. He has been married to his beautiful wife Cindi for almost 30 years. They have three boys. The oldest, Brandon, and his wife Mandi are expecting their first child very soon. Michael, the second oldest, is a recent graduate of UCSD with an Economics degree and a business minor. The youngest, Justin, is an Aerospace Engineering major at the University of Notre Dame.

Troy is passionate about meeting new clients and helping them achieve their financial goals.


Kent Hulse

Controller

Kent Hulse is responsible for accounting, financial planning and analysis, financial reporting and human resources. Mr. Hulse has diverse financial management experience in industries such as financial services, software, retail and manufacturing. Mr. Hulse earned a bachelor’s degree in business administration from the University of Southern California.


Kelly Junge

Administrative Assistant

Kelly Junge was born and raised in San Diego by a very supportive, adventurous family. She is currently attending college to earn her bachelor’s in business administration. During her free time, she enjoys hiking with her energetic dog named Skout, riding in the sand dunes, boating and wakeboarding in the Colorado River and exploring new roads.