Orange County Financial Advisors Add Medicare and Health Insurance Specialist to the Staff to Better Meet Clients’ Needs

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Orange County financial consulting firm IWM Partners brings on licensed health insurance and Medicare specialist Carolyn Tomaka to the team, setting the firm apart from other financial advising firms in the area.

Michael Hernandez, CFP, Barbara Stowell and Shawn Hochuli of IWM Partners

Michael Hernandez, CFP, Barbara Stowell and Shawn Hochuli of IWM Partners

“We are thrilled to have Tomaka join our team and believe her experience will provide a valuable and much needed added service to our clients.

The Orange County LPL financial advisors of IWM Partners today announced a new addition to the staff with Carolyn Tomaka, a licensed health insurance professional who specializes in Medicare.

In addition to the financial consulting services that the financial professionals at IWM Partners already offers through LPL Financial, the nation’s largest independent broker/dealer,* the Orange County financial consulting firm now offers health insurance services to current clients as an added service as well as the community as a whole.

The addition of Tomaka will help IWM Partners grow and expand its depth of services while also allowing it to continue its tradition of offering personalized, unbiased guidance to clients.

“We are thrilled to have Tomaka join our team and believe her experience will provide a valuable and much needed added service to our clients,” says IWM Partners wealth advisor and CFP®, Michael Hernandez.

Tomaka independently contracts with most major health insurance carriers and specializes in evaluating Medicare health insurance plans. Tomaka graduated Cum Laude from California State University, Fullerton with a Bachelor’s Degree in Finance, and has since worked in the financial services industry.

Selecting the appropriate health insurance plan is an important part of a comprehensive financial strategy and Tomaka helps IWM Partners’ Orange County financial planning clients navigate the options, especially when it comes to the wide variety of Medicare supplement insurance plans.

About IWM Partners

With more than 40 years combined experience and working with more than $150 million of advisory assets through LPL Financial, Shawn Hochuli, Barbara Stowell and Michael Hernandez, CFP®, have the necessary skills to help clients feel at ease while navigating these unpredictable financial times. From investment management and estate planning, to insurance and tax strategies, the Orange County LPL financial advisors at IWM Partners help clients move comfortably into retirement. Learn more at IWMPartners.com.

*As reported by Financial Planning magazine, June 1996-2012, based on total revenue

The financial consultants at IWM Partners are registered representatives with and Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

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Jade Terry
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