Jim Baker
Attorney

Admitted to the State Bar of Utah in 1978, he has focused his practice on estate planning including wills and trusts, asset protection, tax planning through family limited partnerships, irrevocable life insurance trusts, charitable remainder trusts and gift annuities, corporations including limited liability companies and limited partnerships, and ERISA, including pension plans, welfare benefit plans (VEBA’s) and life and health insurance law. He has worked on several national estate planning campaigns and has been a consultant to several tax and employee benefits specialists.

Born in Edmonton, Canada in 1942, he studied at York University in Toronto, Canada, then finished his B.S. in Political Science at the Brigham Young University in 1974 and completed his law degree from Brigham Young University Law School in 1977. Following this he attended Hebrew University Law School in Jerusalem in a post-graduate program and has written a legal monograph entitled Women’s Rights in Old Testament Times, which was released in December, 1992.

James Baker is a member of the Utah State Bar, admitted to practice before the Utah State Courts, the Federal Courts and the Tax Court. He is fluent in Finnish and has studied Latin, French, Hebrew and Arabic. He has been a part-time instructor at the Brigham Young University, a part-time Institute Instructor at the University of Utah and has conducted numerous seminars on Estate Planning.

Gordon W. Beckler
Senior Financial Coach, CoachAmerica

Gordon W. Beckler has come out of retirement to serve as one of our coaches. He says he needs more purpose in life and feels like this opportunity will enable him to help people and give back to the community.

He spent 25 years in what he calls, the teaching ministry, and the last 15 years were spent in the insurance industry.Although he loves to teach and coach, he spent many years as an educational administrator. He served in roles

ranging from a junior high school teacher, principal, president of national educational organizations, college instructor, Dean of Administration and finally, as president of a small college in Kansas. During his tenure in the insurance industry, he started as an agent, serving clients in California. His company promoted him to Divisional Sales Director for the Western Region and finally asked him to come to the home office as the Vice President of Corporate Sales.

He believes that his two careers in life have prepared him to be a good coach and looks forward to the opportunity of serving you. Gordon is single, presently living in California, especially during the winter.

Tom Buck, CPA

A graduate of the University of Nevada, Reno, Tom Buck has built a successful career on his skill in dealing with the Internal Revenue Service. That skill and tenacity was acquired when, in the early 1980’s, the IRS began auditing casino employees. Tom, who had worked his way through college as a craps dealer at Harrah's in Reno, was called upon to come to the aid of his former co-workers. It was then that Tom found his true calling - in the world of Tax Savings and IRS Problem Solving.

Barbara D. Huguenin, CSA, LUTCF, LTCP
President, CoachAmerica

After more than 30 successful years in sales, purchasing, customer relations, and the financial services industry, Barbara D. Huguenin joined the financial coaching industry to help individuals target their financial goals.

Barbara is very involved in the financial industry by contributing many hours with the National Association of Insurance and Financial Advisors (NAIFA) - Inland Empire. As past president, Barbara brought much enthusiasm and excitement to

the organization. She has moderated and taught courses for other individuals in the insurance industry, pertainingto the need for individuals to plan for their financial future.  In the pursuit of constant knowledge, Barbara is also a member of the International Coach Federation, San Diego Professional Coach Alliance, and the Financial Planning Association - Inland Empire.

Because of the strong need to communicate the importance of long-term care protection to the public, Barbara became quickly involved in other organizations. She was a member of the Murrieta Citizens for a Senior Center; Inland Association for Continuity of Care (IACC); and Networking for Seniors. In Barbara's efforts to recruit high quality, caring individuals for CoachAmerica, Barbara has joined several Chambers of Commerce. They include the Murrieta Chamber, Ontario Chamber and Rancho Cucamonga Chamber. Since women tend to be the main caregivers for individuals with long-term care illnesses, Barbara also joined the For You Network, which is an affiliate of the National Association of Female Executives (NAFE). By doing so, Barbara felt that more women would, by being in contact with Barbara, understand the importance of learning more about long-term care protection. Barbara has also been the vice-president of the Southwest Riverside County Life Choices Network - End-of-Life Coalition, www.LifeChoicesNetwork.org, a partnership of individuals, organizations, and companies in Southwest Riverside County dedicated to the advancement of palliative care inspired by respect for the life and the dignity of the person. In another endeavor to bring knowledge to the community, Barbara is co-founder of Aging With Dignity, www.AgingWithDignity.com. Each year, the Aging With Dignity Symposium presents educational information on topics that have critical life importance for seniors and caregivers alike.

Elva Jansen
Senior Loan Officer

It is no secret that the home loan process can seem complicated and at times overwhelming. Yet in order to reach our financial goals and the American Dream of homeownership, finding the right mortgage is a key component. We all have a friend or family member that is either in real estate or knows someone who is so we often rely on these referrals to assist with the process.

Let me introduce you to Elva Jansen, a mortgage professional with over 30 years experience. Her education includes hands-on experience with finding the right product for her clients as well as a many years in underwriting, loan servicing, quality control, middle management, as well as senior management. Elva's last four years have been dedicated to working directly with the consumer to better assess client's needs and customize specific solutions so that they may realize their financial goals.

Holly Wood
Founder & President, Vision Learning Institute

After having over six successful years of sales, management, and customer service experience in the retail and insurance industry, Holly Wood joined the financial education industry to help educate individuals and families on the processes of debt elimination and wealth building.

As a student of the industry herself, Holly is very passionate about educating oneself in the areas of personal finance, debt elimination, money management, and wealth building. She has seen the power of financial education in her life and many of the people she associates with. Holly's goal is to reach as many people and spread the message that financial education is necessary and pivotal in the success of families throughout America today. "We can no longer rely on the teachings and habits of our parents and grandparents, as times have changed so drastically that we are not able to depend on Social Security or big business retirement plans that are becoming few and far between."

In her most recent en devour Holly worked for a financial coaching sales company. She started in sales and management and quickly worked her way up the corporate ladder. At the time she left to start Vision Learning Institute she had been promoted to Director of Student Services and worked with the President of CoachAmerica, Barbara Huguenin, to ensure the success of the students enrolled in coaching programs. Throughout her tenure with this company she also worked in cooperation with the Accounting Department and the Legal Department.

Since that separation Holly has built Vision Learning Institute from the ground up. In the last three months she has worked with many individuals to secure a lead source, a sales team, and financing to start the company. At this time Holly is retaining these services to enhance her company and bring the vision of Spreading the Wealth alive.

"You must value what you do for a living for what it is, what it contributes to the world, and for what it makes you - not for the salary it pays you - for true wealth can never be measured by a dollar figure alone."
-Suze Orman