Strategic Alliances
Financial Advisors Network Tax Planning Group is a network of financial professionals working collectively to serve our clients’ needs. Collaboratively, we connect you with our strategic alliances to master a plan of action for your investment, estate planning, real estate, and mortgage needs.
Whether you use our in-house team or already have a team, we will collaborate with other professionals to work towards your financial success. No matter your area of need, we are focused on you, your situation and your financial future. Our team of professionals remains in close contact with each other and with our clients, to proactively address questions.
Rod Kamps, CFP® AIF®
Financial Advisor
Rod is the Senior Financial Consultant at Financial Advisors Network, Inc. (FAN). Under Rod’s guidance, FAN has grown to serve more than 600 households and currently manages over $700 million in advisory assets.
Bill Daniels
Direct Lender
Bill Daniels is a direct lender and is located in our office suite. He is available to help you with financing or refinancing your home mortgage.
Bruce Peotter, Esq.
Attorney
The Law Offices of Bruce Peotter provide experienced estate planning strategies to individuals and families looking to secure their financial futures and provide quality care to their loved ones.
Nicole Newman, Esq.
Estate Planning Attorney
Nicole’s considerable legal expertise includes family protection, wealth preservation, and values-based planning, as well as planning strategies for unmarried couples and divorced individuals.
Todd Litman, Esq.
Estate Planning Attorney
Todd Litman is an estate planning attorney practicing law in Tustin, California. His areas of practice include estate planning, probate, trusts, elder law, tax, and business planning.
Gayle Gaston
Independent Insurance Agent
Your Agent Insurance Center is a full-service insurance agency offering personal and commercial lines of insurance, including life and health insurance.
Victor Quan
Independent Insurance Agent
Victor has been in the insurance industry for almost 20 years. He is an independent agent for personal, commercial, and Medicare Options.
Tina Hudgens
Bookkeeper
With over 30 years of experience in bookkeeping, Tina Hudgens possesses a deep understanding of the importance of strategic financial planning. She is dedicated to simplifying the financial statement preparation process, customizing monthly or quarterly reports to meet the specific needs of CPAs.
As a freelance bookkeeper, Tina serves small businesses and manages personal finances with expertise in balancing checking and credit card accounts, accounts receivable, accounts payable, payroll, general accounting, and full financial reporting. She excels in setting up, cleaning up, and maintaining accurate and reliable records. Passionate about numbers and highly organized, Tina is meticulous in tracking every penny.
Tina is committed to alleviating the stress of accounting tasks for clients, bringing dedication, hard work, strong organizational skills, a driven work ethic, and adherence to the highest ethical business standards to every project.