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ABOUT US
LEE DURAN
finished his financial training graduating at the top of his class “magna cum laude” in 1992. Then joined Biltmore Securities a SEC/NASD Investment firm as a Series 7 stockbroker and Investment Banker, Lee eventually became Biltmore’s Vice President. Later Lee was recruited as Principal of Capitol Securities (investment firm) and acquired a Series 24(principal) license, where he oversaw 200+ stockbrokers. Eventually Lee co-founded “The Orion Group LLC” a venture capitol firm specializing in boutique investments, Limited Liability Partnerships  and exploratory industries. Lee served as CEO for 5 years managing and training 500+ advisors before Orion was bought out in 2001. Lee now focuses his experience in the Retirement Planning Field and helped to co-found “The Retirement Planning Team” Where he now helps people plan for before, during and after retirement.
Lee now uses his vast securities knowledge along with his Insurance knowledge, knowledge of Real-Estate, and accreditation as a “Certified Senior Advisor” to help his clients get the most out of their “Golden Years” by planning before during and after retirement.

“Wisdom-
          is the application of experience and knowledge”

Certified Senior Advisor (TM)
Real-Estate #01505735
                     Investments #2447141(CRD non Active)
Insurance  #0D94317 
Notary       #1561305
Reverse Mortgage #01505735

AMANDA ZITO
is a designated Certified Senior  Advisor^TM who has helped hundreds of people sculpt and change their lives in not only the importance of financial planning, but the overall healthy outlook and understanding of the complicated issues that affect our daily lives. This type of personal financial planning encompasses how to make tools such as insurance, real estate, taxes, and savings, work for the client, and make every penny count.

Amanda dedicates her time to the community through organizations such as the Hesperia Chamber of Commerce, Victor Valley Toys for Tots, PAL Humane Society, Apple Valley Senior Center, and the San Bernardino County Sheriffs Department.  With this broad reach into the community, she has been able to experience first hand and identify what the desires and needs are for every age group. 
 

As co-founder to the Retirement Planning Team, Amanda is devoted to the community by helping one person at a time plan for a better tomorrow.
Certified Senior Advisor^TM
Real-Estate #01740063
Insurance  #0E65232
Notary       #1599836
Reverse Mortgage  #01505735

DONNA HANSEN
 began her career working with senior citizens in the mid 1980’s.  She began working with Retirement Homes in Colorado.  During her years of experience in this field she discovered a need to be able to help senior citizens beyond normal everyday life.

Donna began her real estate career in Colorado.  After she and her family relocated to California, she attained a California Real Estate License.  Then Donna acquired her insurance license in California and co-founded The Retirement Planning Team.

Donna can be heard every Saturday morning in the High Desert Region on Talk 960 am with local radio personality, Barb Stanton on “Reverse Mortgage Talk”.  Donna has an intimate knowledge of the High Desert Community and it’s Seniors and takes a heartfelt approach to all her clients.

Donna works closely with local church leaders, through seminars designed to teach church members how to use financial planning to their advantage.

Donna is also a member of Rolling Thunder of the High Desert, a group to help support our Veterans of the High Desert Region.

Donna continues to increase her knowledge of insurance, real estate, and financial planning and maintains the highest level of expertise to ensure her clients are receiving everything they are entitled to before, during, and after retirement.

Financial & Retirement Planning

Reverse Mortgage Specialist  #01734392
Insurance & Annuities #OE97487
Notary #1612362

CHRIS DOMINGUEZ 
grew up with his 2 brothers and all of them supported  by only his mom. Chris  started his career in finance  in 2004. Before he entered this profession he started working as a Service Pro with a Fortune 500 Company. Chris helped people of all ages with their problems. Chris knew the most satisfaction he could get having a career would be to help people. His second venture would come soon after. Chris worked as a health and fitness consultant with one of the largest company’s in the world. Having worked several years in that field he was able to change many peoples lives for the better.. The only question he had was “How could I touch more people”. During this time he wanted to help with things he was already familiar with. Financial Planning. Having only 1 parent Chris knew what it felt like to have no money and what a good impact it would be to have proper planning. For the next couple of years Chris studied hard, was licensed by the State of California and started working for himself. Chris has helped people with financial problems to just looking over past decisions. Chris now works with a  neighborhood business called Retirement Planning Team. With his education and the help of his team, he has been known to help people before, during, and after retirement.

Insurance  #0F21867
Reverse Mortgage #01505735