At HBA, Kathy leads the firm’s Estate Planning Division, where she brings both legal expertise and a compassionate approach to helping clients prepare for the future. In this role, she works closely with individuals and families to develop customized plans that reflect their values, protect their assets, and ensure their wishes are carried out. Kathy is also part of the firm’s surety litigation team, where she represents clients in a wide range of litigation matters involving bonds, indemnity agreements and contractual disputes.

James specializes in helping people navigate their golden years with confidence. He will discuss practical strategies for protecting your assets and ensuring your financial roadmap provides security for both you and your loved ones.

James believes in a holistic approach to financial planning, considering not just the numbers but your dreams, priorities, and the life you envision for yourself and your family.

Jason Giambi is a State Farm Insurance Agent serving clients across California and neighboring states. He works closely with individuals, families, and seniors to help them navigate important insurance decisions and prepare for life’s unexpected moments.

Through practical guidance on issues such as Medicare enrollment, prescription drug coverage, long-term care costs, and protecting against insurance scams, Jason’s goal is simple: help people make informed decisions and feel confident about protecting their health, finances, and families.