San Fernando Valley Women's Group Executive Committee 2019
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Christine A. McDougall - San Fernando Valley Women's Group, Founder
Christine incorporated KM Management, Inc. in January 1997 to offer Financial Business Management and consulting services. KM's team of trusted advisors serve their clients to establish and maintain corporate structure, act as fiduciary liaison for estate management, analyze investment contracts and agreements, provide cash flow management, office management support, communication link with banking and investment alliances, prepare taxes; and support all aspects of finance & accounting. Christine's success can be attributed by her commitment to working with her clients on a personal level and is dedicated to their total satisfaction.
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Christine A. McDougall, Business Manager - KM Management, Inc.
www.kmmanagement.com
www.linkedin.com/pub/christine-a-mcdougall
Christine@kmmanagement.com
Provisors Profile: Christine A. McDougall
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Kelsey Brown - San Fernando Valley Women's Group, Treasurer
KM Management supports its clients as their outsource Financial Business Manager. KM's areas of concentration are family business, fiduciary liaison for estate management, law firm accounting, entertainment business management, corporate consultant, receivership administration, controller; QuickBooks consultant.
Change is often a difficult thing; however, this is why KM Management will be there for you.
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Kelsey M. Brown, Account Manager - KM Management, Inc.
www.kmmanagement.com
Kelsey@kmmanagement.com
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Janice Cohen
Janice is a reverse mortgage advisor, specializing in assisting senior homeowners tapping into the equity in their homes to enhance retirement. Reverse mortgage proceeds can be used for monthly income, a line of credit or to extinguish an existing mortgage, eliminating payments.
Janice is a native New Yorker, transplanted to Los Angeles just 9 years ago. She began her reverse mortgage career at Wells Fargo in 2005, having had a prior career as a music educator. She will sing for you if you ask, but make sure you give her a few days to warm up her vocal cords.
Janice is the mother of two adult sons, one of whom is a musician like her and the other who is an artist like his father. She loves living in Los Angeles where she never, ever has to shovel snow out of the driveway again.
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Janice Cohen, Reverse Mortgage Consultant
www.mutualmortgage.com
jcohen@mutualmortgage.com
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Carie Webber
Carie is an owner/shareholder of Webber Estates and Aviara Real Estate. Carie grew up in Conejo Valley and specializes in residential sales throughout Ventura and Los Angeles Counties. In 2016 Webber Estates earned #1 Realtor for Westlake Village by the USA Charity Network consisting of over 327 charities. Carie also prides herself on giving a personalized touch that makes selling or buying a property a great experience for each client. One of Carie's missions is to help her clients achieve their real estate goals while balancing their wealth portfolio through real estate ventures. The Webber Estates team is experienced with all Residential Home Sales, Luxury Estate Sales, Multi-Residential Condo Buildings, New Home Sales, Church Sales, Foreclosures, Short Sales, Auction Sales, Corporate Relocation, Investment Properties, Staging Homes and Residential Leases & Management. Carie is a consummate professional for her clients.
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Carie Webber of Webber Estates at Aviara Real Estate
www.webberestates.com
carie@webberestates.com
Provisors Profile: Carie Webber
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Patrice Bening
Patrice Bening started her career in banking 19 years ago at Bank of America while earning her degree in Business Administration and Finance at California State University, Northridge. Throughout her career, Patrice was able to develop her business acumen across different sectors in the banking world – from retail banking, to business lending, to management and wealth management. As of January 2019, Patrice joined the team at Morton Capital Management, LLC where she focuses on building and managing client relationships as part of a four-person team. Together with her team, Patrice's goal is to help clients get more life out of their wealth. Part of what makes Morton Capital unique is the ability to employ an investment strategy which includes alternative investments – not correlated to the market – which address our clients' top three concerns: risk management, diversification and cash flow.
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Patrice Bening, Client Service Administrator
www.mortoncapital.com
pbening@mortoncapital.com
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