Principal: Tina Senteno, CLPF (license #543)


Tina has three decades of experience working in banking, real estate (transactional and appraising), special needs trust administration and serving as a professional fiduciary.  

Tina worked for various financial institutions in operations, commercial and business banking,  real estate and credit analysis. She obtained her real estate sales license and real estate appraisal license in 2000.  She opened and operated a successful business for several years.  

A family tragedy that involved her autistic brother resulted in Tina's involvement in fiduciary work.  She was galvanized to gear her life to help the disabled.  She served as a court appointed professional fiduciary and simultaneously began working in the administration of special needs trusts.  She served as Operations Director and Senior Vice President for a national special needs trust administration company for 8 years.    

Her expertise extends across multiple disciplines encompassing responsibilities involving highly sensitive matters. 

Her charitable work includes: The food bank, habitat for humanity, beach clean-ups and programs for animal care and adoption.

‚ÄčThe most important thing is to IDENTIFY YOUR

NEEDS AND define your goals

About Us

Administrative Assistant: Kasandra Pennington

Kasandra's work experience and education provide a perfect blend to assist with office administrative work, assist clients with monitoring their health needs, questions and follow-up appointments, and most importantly, provide compassionate loving care to our clients, their families and friends. 

Kasandra's administrative experience is vast and includes administration in  Special Needs Trusts and administration in personal injury settlements and Representative Payee, Veteran's Administration.

Kasandra received her license as an Emergency Medical Technician and she has been employed as a veterinary technician for 7 years. 

She has opened her home to rescue pets, loves to read and volunteer when she can spare the time.

What Really Matters

We are committed to providing you with unprecedented support and protection. We approach every client with a focus on integrity, sensitivity, confidentiality and advocacy.  We draw on our life and occupational experience to meet the responsibilities we are charged with, while providing you the greatest level of independence possible.