Strategic Alliances

Financial Advisors Network Tax Planning Group (FANTPG) is a growing accounting firm that offers tax planning and tax preparation services to individuals, business entities, and trusts. Founded in 2023, FAN TPG is dedicated to providing quality service and expertise to its clients.

Visit the FAN TPG website to meet its team!

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.

His services include:

• Reviewing your income and assets to properly pre-qualify you for a home you are looking to purchase


• Finding the best interest rate available given your current circumstances


• Making sure that your mortgage plan aligns with your overall financial goals


• Ensuring that your loan is closed on time


• Monitoring rates to ensure that you always have the best loan during these ever-changing times

Bill T Daniels and Financial Advisors Network, Inc. are separate entities. Financial Advisors Network, Inc. does not guarantee or accept responsibility for services offered through its Strategic Alliances. There is no obligation to use their services. Company NMLS ID: 92145, Individual NMLS ID: 242726.

Bruce has been a practicing attorney for over 20 years, heading up his own law firm since 1994. He provides estate planning, real estate, and business services for a diverse group of clients, including individuals, estates and trusts, small business corporations, and partnerships.

Bruce also served for almost two years as the Assistant Public Administrator/Public Guardian for the County of Orange and over five years as the General Counsel for a Newport Beach real estate development company.

Bruce earned a B.S. degree from the Business Department at Arizona State University and a Juris Doctor degree from the University of California, Hastings College of the Law in San Francisco. He is licensed to practice law in all courts in California and Colorado and holds a California Real Estate Broker’s License.

Bruce, his wife Kelly, and their two sons currently reside in Colorado where they are heavily involved in youth sports, school, and church activities.

The Law Office of Bruce Peotter and Financial Advisors Network, Inc. are separate entities. Financial Advisors Network, Inc. does not guarantee or accept responsibility for services offered through its Strategic Alliances. There is no obligation to use their services.

Gayle is the owner/agency principal of Your Agent Insurance Center, Inc. and has been an independent insurance agent since 1996. Your Agent Insurance Center is a full-service insurance agency offering personal and commercial lines of insurance, including life and health insurance. Gayle is a Medicare Benefits Specialist and a Certified Covered California Agent.

Gayle began her insurance career at the agency, expanding her expertise with the intention of someday opening her own agency. In 2014, she started Your Agent Insurance Center and expanded it to where it is today. Gayle values the relationship with her clients and attentively monitors and services each account.

Insurance, like many markets, is heavily affected by technological, economic and political factors. Therefore, Gayle is dedicated to detecting trends and disruptive changes in the insurance market that can affect her clients. Every effort is centered around clients to identify fluctuations that can potentially affect their coverage.

Gayle is a Southern Michigan native, born and raised on the shores of Lake Michigan. After graduating from Purdue University in 1993, Gayle moved to Southern California. Gayle, her son Jake, and their new Coton De Tuelar puppy enjoy the outdoors and all that it has to offer. In their free time, they have fun spending time at the beach and Lake Havasu.

Gayle Gaston, Your Agent Insurance Center, Inc., and Financial Advisors Network, Inc. are separate entities. Financial Advisors Network, Inc. does not guarantee or accept responsibility for services offered through its Strategic Alliances. There is no obligation to use their services. License #0B95005.

Victor graduated from California State University, Fullerton with a degree in Business Administration and a concentration in Marketing. He has been in the insurance industry for almost 20 years. He is an independent agent for personal, commercial, and Medicare Options.

By being an independent agent, Victor represents many insurance companies to suit the needs and budget of his clients. His goal is to customize insurance protection for each family by providing ongoing professional consultation and service.

Born and raised in Southern California, Victor and his wife Kathleen have been married since 2001 and reside in Fullerton. Kathleen is a registered nurse at UC Irvine Medical Center, while their son Morgan (12) is interested in computer engineering. Victor’s passions include martial arts, mountain biking, and playing poker (where he first met Kathleen).

Victor Quan, Erenburg Insurance Services, and Financial Advisors Network, Inc. are separate entities. Financial Advisors Network, Inc. does not guarantee or accept responsibility for services offered through its Strategic Alliances. There is no obligation to use their services. License #0J18808.

Futures Financial is a private money lender, specializing in bridge loans, fix and flips, ground-up construction, and DSCRs. Futures provides Borrowers and Investors white glove, quick-to-close solutions in every situation.

Futures Financial is built at the foundational level to deliver innovative solutions with speed to accommodate the varying needs of today’s borrowers. With deep knowledge in asset management, capital markets, originations, and operations the entire team at Futures Financial is excited to move our industry forward.

Macoy Capital Partners, Inc. is a privately-held California corporation licensed by the California Bureau of Real Estate [CalBRE#01851634] and endorsed by the Nationwide Multistate Licensing System & Registry [NMLS#338666]. The company was founded in 2008 with the purpose of creating opportunities for qualified individuals to achieve their financial goals who may not otherwise be able to do so through traditional lenders.

Macoy Capital Partners, Inc. brings more than 20 years of experience in the mortgage industry to broker private money transactions for business-purpose real estate loans secured by 1-4 unit residential property. It also funds commercial and construction loan transactions, including ground-up and fix-and-flip.

It works with borrowers to determine their financial needs and goals and to explore multiple avenues of financing. Macoy also works with lenders to identify their investment goals and to create successful matches between borrowers and lenders. Its goal is to provide the best solution for each borrower – even when that means facilitating and transitioning borrowers to lenders outside of our network!

Meet the team!

Mitch Ohlbaum – President

Mitch Ohlbaum is a licensed real estate broker and loan officer [CalBRE#01127068; NMLS#247802] with more than 23 years of experience in the industry. He is President of Macoy Capital Partners, Inc. [CalBRE#01851634; NMLS#338666] – a company he founded for the purpose of brokering private money transactions.

In 1993, Mitch launched his first business in Los Angeles, Legend Mortgage Corporation, which he grew from a sole proprietorship to having 25 loan agents and 3 office locations. Annual volume at Legend Mortgage surpassed $500 million, and the company was named as a preferred lender with several national banks including Wells Fargo, Bank of America, Washington Mutual, and Countrywide. During his tenure at Legend Mortgage, the company received numerous awards for customer service, quality, volume, and consistency.

In 2008, Mitch founded Macoy Capital Partners, Inc (Macoy). Mitch also joined Mortgage Capital Partners as a Branch Manager and Business Development Officer in 2010 to continue offering traditional mortgage lending services and to manage processing and underwriting of residential consumer loan transactions. During his more than 6 years with Mortgage Capital Partners, Inc, his branch was consistently one of the top producers within the company.

Mitch concluded his tenure there in April 2017 to focus his expertise and long-standing history in the industry on brokering private, concierge, and commercial loan transactions, while maintaining his dedication to providing top-notch service and increased access to products and services at competitive rates for his clients and investors.

At Macoy, Mitch is responsible for business development and loan acquisition for privately funded, commercial, and construction loans, including ground-up and fix and flip construction. He has developed an extensive referral network and established relationships with multiple investors throughout the United States.

Mitch Ohlbaum and Macoy have an outstanding reputation in the market as a direct result of their high-performance standards and a proven track record of delivering quality service on time. Macoy has funded over $200 million to date and is scaling up their private lending platform, adding new sources of investor capital and new clients each year, as well as consistently increasing revenue.

Recognized as a leader within the real estate and lending industries, Mitch has been featured as an expert in the media including appearances on CNBC as well as dozens of interviews in major publications including: The Wall Street Journal; Business Week; LA Times; and the LA Business Journal. He is also a longtime and weekly contributor to the rate trend index Bankrate.com. Mitch graduated from American University in 1984 with a BSBA where he double-majored in finance and real estate.

Macoy Capital Partners, Inc. and Financial Advisors Network, Inc. are separate entities. Financial Advisors Network, Inc. does not guarantee or accept responsibility for services offered through its Strategic Alliances. There is no obligation to use its services.

Attorney Nicole Y. Newman’s estate planning practice is focused on guiding her clients through the complicated and often confusing maze of balancing family protection, wealth preservation, and cherished family values in the planning process. Prior to opening her practice, Nicole was an associate at a Newport Beach firm that protected high-net-worth families and their businesses through the design of sophisticated plans to pass along their assets with maximum protection from estate taxes, lawsuits, and probate litigation.

In her own practice, she applies those same strategies to people in all financial brackets, knowing that everyone needs and deserves the same access to experienced guidance to protect their families and hard-earned assets. As a Personal Family Lawyer™, Nicole provides further benefits to her clients and their minor children through the Kid’s Protection Plan. Nicole also encourages and guides her clients to pass along more than just their financial assets through the priceless conversation.

Whether you are married or single, in a traditional or blended family, just starting out or looking back on a life well-lived, Nicole will advise you on all of the legal and financial decisions you will make in crafting your estate plan. Nicole seeks to become an on-going trusted advisor and life-long resource to all her clients, assuring that she can be there for your family when you cannot be.

Nicole earned her law degree from Chapman University School of Law, where she was awarded the President’s Law Academic Scholarship. While at Chapman, Nicole received the CALI Excellence for the Future Award in Estate Planning for High Net Worth Individuals and Estate and Gift Tax. Prior to law school, Nicole earned her BA in Political Science from UCLA. She is currently completing a Masters of Law of Taxation at Chapman University School of Law and is a member of the Wealth Counsel, a national organization of trust and estate attorneys and other legal, tax, and business professionals who design sophisticated planning techniques for individuals and their families.

When she is not busy with her practice, Nicole enjoys horseback riding and skiing in her hometown of Salt Lake City, Utah with her daughter Jilana. She also gives back to the community by providing tax assistance and estate planning services to elderly people who could not otherwise afford it.

Nicole Y. Newman, the Newman Law Group and Financial Advisors Network, Inc. are separate entities. Financial Advisors Network, Inc. does not guarantee or accept responsibility for services offered through its Strategic Alliances. There is no obligation to use their services.

Todd Litman is an estate planning attorney practicing law in Tustin, California.  He is the owner of his own law firm, and has been practicing since 1987.

His areas of practice include estate planning, probate, trusts, elder law, tax, and business planning.

Todd is a professor at Coastline Community College teaching courses on estate planning, probate, and elder law.  He often lectures for various groups including  Alzheimer’s Orange County on estate planning and elder law issues.

Todd is admitted to practice in the State of California, the United States Tax Court, and the United States District Court.

Todd received his undergraduate degree from California State University of Fullerton in International Marketing; his law degree from the University of San Diego; and a Masters in Taxation from the University of San Diego.

In 1993, Todd was awarded the Orange County Bar Association Lawyer of the Year award.

Todd Litman and Financial Advisors Network, Inc. are separate entities. Financial Advisors Network, Inc. does not guarantee or accept responsibility for services offered through its Strategic Alliances. There is no obligation to use his services.