GUESTS AND CONTRIBUTORS
TO THE LAWYER IN BLUE JEANS SHOW

Dave Britton

Lockhart and Britton- Specializing in Bankruptcy proceedings

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Garrison Klueck

The Law and Mediation Offices of Garrison Klueck- Specializing in Family Law

Garrison Klueck, CFLS, JD, MA has been maintaining law offices in eastern San Diego County, California since 1990. His practice emphasis is Family Law and related areas, including, collaborative divorce; mediation; appointed minor's counsel; litigating all aspects of family law disputes including custody, support and division of community and separate assets; contempt of court defense; representation under the Soldiers and Sailors/Service Member's Relief Act; drafted settlement and OSC documents; hundreds of court appearances in all San Diego County Family Law Courts as well as nearby Southern California Counties (Los Angeles, Riverside, San Bernardino, etc.).

Mr. Klueck has been practicing law for over 17 years. His office is a "full service" and experienced family law practice. The Law and Mediation Offices of Garrison Klueck is fully qualified, trained and experienced in all three (3) methods of marital dissolution or divorce (litigation, mediation and collaborative divorce), as well as unbundling.

Before entering the legal field, Mr. Klueck enjoyed a fifteen-year career in broadcasting and media. At one time, he worked at network owned or affiliated stations for NBC, ABC, CBS and PBS. Mr. Klueck also did extensive work for the Ford Motor Video Network and in the advertising/public relations industry.

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Deborah Sims, CEA

NAFEP
Brookstreet Securities

Telephone 866.434.4500
Cell 619.572.6895
dsims@brookstreet.com

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Sell highly appreciated assets in a trust that can defer capital gains, depreciation recapture and eliminate gift and estate tax. Remove your Property out of your Taxable Estate.

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A Retirement Program for the Self-Employed

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Deborah brings over 20 years of experience in the financial services industry. She has served in various capacities in her corporate life as Vice President of a major brokerage firm and was instrumental in
opening financial service offices.

Deborah is a licensed Certified Estate Advisor. She specializes in Estate Planning and believes in the protection and the accumulation of wealth. Her niche and expertise as a CEA includes Living Trusts, Asset Protection Trusts and Private Annuity Trust. (To learn more about the Private Annuity Trust, please visit www.mypatplan.com/dsims.)

Her focus is on individual and trust portfolio management with an emphasis on retirement planning. Investments are managed with an active asset allocation approach with the ability to reallocate her clients portfolios according to the changing market conditions.

Deborah has involvement with various volunteer organizations. Her passion involves helping with the Foster Care Organization and Children’s Convalescent Hospital. She has three teen age daughters; Devon, Shelby and Taylor. She enjoys running Half-Marathons and is also an active member of their church.

Convenient offices are located in Old Town and Carlsbad. She is a regular guest speaker on the radio and can be heard on 760 KFMB AM.

Richard Case

President of Sundance Mortgage Company
and Sundance Real Estate Company
15000 Oak Canyon Road
Poway, CA 92064

Following college with a BA degree in Economics, Richard pursued a career in business. At one time, he became the regional manager of PacTel Info-Systems in Los Angeles providing national accounts LAN solutions. Thirteen years ago (1994) Richard Case founded Sundance Mortgage Company and in (1995) Sundance Real Estate Company, concentrating on single-family transactions. He has grown the business from a single person working out of his home to a corporation employing as many as twenty-two people, providing residential, construction and commercial loans, helping hundreds of people find new home, while working out of a 2,500 square foot office in a modern business complex.

Prior to starting his own business, Richard worked at Bank of America and several local mortgage companies as a loan officer working his way through various positions. He eventually became a sales trainer. He decided to start his own business after seeing others in his industry succeed after he trained them. He started slowly, but built up a following of clients who have returned to use his services year-after-year.

Richard started to bring other loan officers and realtors into the company in late 2000. He began with just a few employees who only worked part-time. As the market heated up, Richard brought on more loan officers and realtors on a full-time basis and expanded his geographic target to all of California and eventually, across the country.

In early 2003, with a staff of eleven full-time loan officers and real estate agents and three full-time loan processors, Richard Incorporated the company under the name R. L. Case Enterprises, Inc. Since then, Sundance Mortgage Company and Sundance Real Estate Company has helped hundreds of families find the home of their dreams.

In the past three years, the objective of R. L. Case Enterprises, Inc. has been to move the company into banking in order to give the client better rates and the company a greater control over the funding of its loans. This was achieved through creating correspondent relationships with multiple lenders and funding loans through the company’s line of credit. Currently, R. L. Case Enterprises, Inc. has a multi-million dollar line of credit, a half-dozen correspondent lenders, and is able to fund loans in as little as two days.

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Office: 858-679-8092
Cell: 858-449-1006
Fax: 858-668-1702
E-Mail: RCase@SundanceMortgage.com

Pat Moore Insurance Agency
16955 Via Del Campo #250
San Diego, CA  92127
License:  OE22660
Office:  (858) 875-6336
Mobile:  (858)  842-1259
www.FarmerPat.com
 

Pat Moore earned the right to retire after working for 20 years in corporate America, but it didn’t take him too long to realize he was not the retiring type. He sought a second career that would allow him to use his strong communications skills to help people, and he found that opportunity with Farmers Insurance. For the past several years, he has operated his Rancho Bernardo office with a focus on being the “Nordstrom’s of the insurance industry.”

Pat and the two agents who work for him provide a full range of insurance products to clients: auto, home, life and health. As a Registered Representative, he is also able to offer investment services, which includes setting up clients in mutual funds, 401Ks and IRAs.

Building his business is a priority for Pat, but even more important to him is ensuring that every client has a good experience, even if he is unable to provide assistance. Whether he serves in a consultative role, or he writes policies, he enjoys having the opportunity to counsel clients about the importance of being properly insured.

Prior to entering the insurance field, Pat worked in the medical equipment manufacturing industry. He designed and sold equipment used by individuals undergoing rehabilitation for neurological and spinal cord injuries, pediatric disabilities, and other non-acute care conditions. At one time, he had 25 sales representatives in 23 states working for him.

Pat is a Sacramento native, but he and his wife, Lindy, have lived in San Diego since 1980. Their son and his wife have three young children and also live in the San Diego area. Pat and Lindy enjoy the time that they can spend with their grandchildren. Pat’s focus on his own family drives his passion to ensure that all families have adequate insurance coverage