TMG Trusted Professionals
From building an investment plan, acquiring a mortgage, insuring your life and assets, and establishing a legal framework to secure it all, these trusted professionals are your best advocates and allies.
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Jeff McMullen
Mortgage Loan Officer
Cross Country Mortgage
(831) 210.4034
jeff@teammcmullen.com -
Laura A. Davis, Esq
Attorney - Trusts, Estates, Business Law
Law Offices of Laura Davis
(831) 375-2200
laura@ldavislaw.com -
Jeremy Connally, CFP
Certified Financial Planner
Connally Insurance
(831) 424-0829
jeremy.jconnaly1@farmersagency.com -
Cris Cabanillas, CFP, AIF, CIMA
Managing Director, Partner
Creative Planning
(831) 296-1174
cris.cabanillas@crativeplanning.com -
Alex Black, CFP
Advisor
Integris Wealth Management
(831) 333-1717
alex@integriswealth.com