Who We Are
Company Bios
A. Michael Blaker - CEO & President
Michael Blaker is the Founder and President of the nationally known financial planning firm, Senior Consultants. He has been a financial consultant for nearly 25 years and has assisted many seniors with his specialized planning techniques, which have helped many of his clients double or triple their net worth. Family-run Senior Consultants earns satisfaction by instructing financial advisors nation-wide how to use Blakers highly successful E.S.T.A.T.E.(tm) system. Ensuring Seniors Take Advantage of Tax Elimination.
"We believe that to truly succeed, you must know your client well, and always do the right thing for them," says Michael Blaker. "This includes knowing their goals, needs, and resources so you can determine the best estate plan possible." This concept rings especially true for the nations seniors, who quite simply lack the luxury of time.
Senior Consultants understands that the need for a solid estate plan is absolutely critical for these individuals, their spouses and heirs. If you would like a comprehensive estate plan from Michael Blaker that considers important asset issues and is tailored to fit your financial needs, than call for a complimentary financial needs analysis.
Josh Blaker - Vice President
Josh Blaker is Vice President of Senior Consultants. Utilizing more than 14 years of sales, marketing, and customer service experience, Josh plays a key role in the success of Senior Consultants. Focusing on the education of seniors, retirees, and pre-retirees using safe money planning, Josh has helped save and preserve millions of dollars for his clients.
Josh has a passion for learning about new accounts and concepts that will help his clients protect their wealth. Josh started assisting his father, Michael Blaker, in 1998 and soon took care of all the underwriting for Senior Consultants. Over the past several years Josh has overseen all aspects of Senior Consultants' business. He loves people and especially helping clients. Josh continues to manage the day-to-day activities of the office with the help of their dedicated staff.
Prior to joining the ranks of the insurance industry, Josh worked, as a new account representative in the business division of Wells Fargo, where he assisted business clients with all their account needs. Josh lives in Gilbert, Arizona with his wife and two sons.
Joy Penman - Executive Assistant
Joy was in the printing industry for over 30 years. This involved commercial and financial typesetting, layout and design. One of the primary areas she specialized in was doing both paper and electronic filings with the Securities and Exchange Commission for publicly held corporations. She has been employed with Senior Consultants for approximately eight years. She is the office manager and handles all the new business for life insurance and annuities. On a personal note she has two daughters, seven grandchildren and 1+ great grandchildren, one cockatiel and two Boston Terriers. She has lived in the Valley since 1958.
Jennie Blaker - Administrative Assistant
Born in Urbana Illinois (S is silent). Moved to Gilbert Arizona in 1990. I have been working for Senior Consultants for three years as the Administrative Assistant and Event Photographer. I am actively involved in my church college group. I love traveling, history and the movies.
Kathy Churchill - Administrative Assistant
Born and raised in Long Beach CA. I've been married for 32 yrs. We have 3 grown sons, and the ladies in their lives, and one grandson. We are very proud of them all. I'm learning to golf and I love to sing (Sweet Adelines for 22 yrs). My careers include: Stay-at-home-Mom, property manager, receptionist, bus driver, phone operator, warehouse, karaoke hostess. I have worked Part time at Senior Consultants for 3 yrs. I have a lot of jobs here, greeting clients, filing, scanning, helping with client events, let's just say whatever they ask for to get the job done!
Jennifer DePaola - Director of Marketing & Account Executive
Jennifer has been in the insurance industry for 7 years and has worked for Senior Consultants since 2007. She is our Director of Marketing and also an Account Executive. She is originally from LaGrange, Illinois and has a son named Conner. You will usually see Conner at our events dancing or even being the announcer at our Bingo Event.
Christine Bruno - Account Executive
Chris migrated here from an east coast farm, and married and raised 2 children and now has 4 grandchildren. She has and is continuing her education in college, and is very close to her bachelor's. She worked at a large corporation for a number of years and was in sales and enjoyed it. Too young to retire, she now works and does something she enjoys very much, which is selling, in the financial advising spectrum. She has been with Senior Consultants since October 2010, and is very happy in a career that is fun, challenging, and educational
Company Facts
- Over 25 Years of experience.
- Certified to teach continuing education to CPA’s, attorneys, and stock brokers.
- In the top 1% of industry worldwide.
- We have done consulting to firms such as: A.G. Edwards, Edward Jones, Piper Jaffray, Linsco Private Ledger, Wells Fargo, Mass Mutual and Prudential.