Our Team

brian-white

Brian W. White
President
Heritage Tax & Insurance Services, Inc.

Brian is a graduate in Business Administration from the University of California (Berkeley) and he earned an M.B.A. degree from that institution. He is also a graduate of the formal Registered Representative training program at the New York Institute of Finance in New York City.

Brian worked on Wall Street for several years in management positions with Dominick and Dominick, Inc., one of the original members of the New York Stock Exchange. He was also employed as a retail Registered Representative for NYSE firms in Seattle and in San Diego. In 1990, Brian formed White Securities, Inc., a discount brokerage firm headquartered in La Mesa, CA. Ten years later, he sold White Securities, Inc. to concentrate on Reverse Mortgages originations at Senior American Funding, Inc., along with Retirement Income Planning and Insurance through Heritage Tax & Insurance Services, Inc. Both corporations were formed as 50/50 partnerships with Matthew Copley. The corporate offices moved to the current location in Mission Valley in the year 2004.

Brian is a Certified Estate Planner and a Registered Financial Consultant. He is also a licensed Broker with the California Department of Real Estate as well as a licensed Mortgage Broker in California. He is an approved member of the National Ethics Bureau. Both Senior American Funding, Inc. and Heritage Tax and Insurance Services, Inc. are accredited longtime members of the Better Business Bureau where they each hold A+ (highest) ratings.

Brian and his wife Maureen have lived in East San Diego County since 1974. They raised two daughters locally, Meghan and Erin, both of whom graduated from the University of California at Santa Cruz and both went on to earn Master’s degrees. Meghan is a Nurse Practitioner at San Francisco General Hospital and Erin teaches seventh grade at Solorsano Middle School in Gilroy, CA.

Brian’s current efforts are centered on Reverse Mortgages and Retirement Income Planning, primarily utilizing guaranteed Insured Investments.


javier-avendano

Javier Avendano
Retirement Planning Specialist
Heritage Tax & Insurance Services, Inc.

Javier is the newest addition to the team, beginning in 2014 and immediately obtaining his California Life Insurance License and Mortgage Loan Officer License. He grew up in the Palm Springs area and relocated to San Diego to attend San Diego State University. He holds a degree in Business Management from San Diego State and his California Tax Education Council Certification. Javier values his client relationships with the utmost appreciation and respect and enjoys helping find solutions for his clients to fit their needs. Outside of the office, Javier enjoys playing sports, spending time with his family and playing the guitar.


Marc Robertson
Retirement Planning Specialist
Heritage Tax & Insurance Services, Inc.

Marc is considered a unicorn in the San Diego area. Guys like Marc are hard to find because he has lived in San Diego his entire life. With two beautiful children, Brady, eight years old, and Reed, 11, he is a busy man. In his youth, Marc vacationed all over the US with his parents. Today, he is doing the same with his family. They love it as much as he did as a kid. Marc spends most Saturdays at youth sporting events either coaching or cheering on his boys. As a single dad who loves the outdoors, you will often find him fishing, hiking and at the beach chasing the dog around. Marc has fun everywhere, even while helping retirees along the way. Marc has expertise in Medicare, HECM reverse mortgages, Legacy planning, Living Trusts, LTC and Final Expense Insurance.


Troy Robertson
Investment Advisor Representative
Copley Financial Group, Inc.

Retirement Planning Specialist
Heritage Tax & Insurance Services, Inc.

NMLS #1606969
CDI #0H40504
CA Bar #190585

Troy is a retirement planning specialist who enjoys helping people plan for their present as well as their future. He graduated with honors from SDSU with a degree in Accounting. Working in the sports industry as a corporate controller, he spent several years planning finances in the corporate world. Troy graduated cum laude from Law School. As an attorney, he represented several athletes, doing everything from endorsement deals to contract negotiations.

Troy grew up in the Lakeside area and has lived in San Diego his whole life. He has been married to his beautiful wife Cindi for almost 30 years. They have three boys. The oldest, Brandon, and his wife Mandi are expecting their first child very soon. Michael, the second oldest, is a recent graduate of UCSD with an Economics degree and a business minor. The youngest, Justin, is an Aerospace Engineering major at the University of Notre Dame.

Troy is passionate about meeting new clients and helping them achieve their financial goals.


jessica-roth

Jessica Roth
Executive Assistant to Matthew Copley
Heritage Tax & Insurance, Inc./Copley Financial Group, Inc.

Jessica has lived in San Diego for the past 11 years, but is originally from Denver, CO. Although she loves snowboarding and spending time in the mountains, she will always consider the beach ‘home.’ She has worked for Heritage Tax & Insurance, Inc. for five years and has worn many hats. Starting out as a receptionist, she was quickly promoted to a loan processor. After one year of loan processing, she was promoted again to an executive assistant. She has maintained this position for a few years, growing and expanding with the company. Along with being the executive assistant, one of her main duties is being an event coordinator for all of the company’s seminars. These events are critical for the company’s growth as they are the primary way we earn new clients’ business. Jessica is passionate about her job and enjoys talking to and helping people.


Darby Eccles
Retirement Planning Specialist
Heritage Tax & Insurance Services, Inc.

Investment Advisor Representative
Copley Financial Group, Inc.

Darby Eccles is a financial advisor, he specializes in retirement planning. He specializes in utilizing various financial tools, such as tax-reduction strategies with investments and Social Security benefits maximization. He has his Life License (Accident and Health, Life-only, Variable Contracts); Real Estate License (BRE and NMLS), and Series 66 (Investment Advisor Representative). Darby’s hobbies include music, cycling and scouting. He and his wife, Leslie, have 6 children and 4 grandchildren.


Kent Hulse
Controller
Heritage Tax & Insurance Services, Inc.

Kent Hulse is responsible for accounting and analysis, financial reporting, as well as human resource. Mr. Hulse has diverse financial management experience in industries such as financial services, software, retail and manufacturing. Mr. Hulse earned a bachelor’s degree in Business Administration from the University of Southern California.


Kelly Junge
Processor
Heritage Tax & Insurance Services, Inc.

Kelly Junge was born and raised in San Diego by a very supportive, adventurous family. She is currently attending college to earn her Bachelor’s in Business Administration. During her free time, she enjoys hiking with her energetic dog named Skout, riding in the sand dunes, boating and wakeboarding in the Colorado River, and exploring new roads.