Our Team

Jim Conaway 4/20/16

James Conaway

Wealth Strategist

James Conaway has been helping people with their financial lives for over 28 years. As a Wealth Strategist at C&C, he provides comprehensive financial advice, retirement planning and insurance recommendations based on the unique wants and needs of his clients. The Six Step "Clarity Curve" is a process Jim uses to identify, create and implement custom strategies for the personal situations of those he works with. Jim possesses extensive experience in the use of prudent strategies with real estate, charitable planning, pensions, business structures, insurance. Jim holds the CRC (Certified Retirement Counselor), the CSPG (Certified Specialist in Planned Giving) & the LUTCF (Life Underwriter Training Council Fellow) designation. 

Lorraine Conaway 4/20/16

Lorraine Conaway

Wealth Strategist

 With over 25 years of experience in the industry, Wealth Strategist Lorraine Conaway has helped clients nationwide find clarity and confidence in their financial futures. She creates comprehensive financial plans incorporating traditional values with non-traditional strategies for business owners, real estate investors, charities, families, and individuals. Together with her husband and business partner, Jim Conaway, they have raised over $25 million dollars in planned gifts for various charities.  Lorraine has been nominated for the 2011, 2012, and 2013 Women in Business Award along with 2014 Excellence in Entrepreneurship Award by the Orange County Business Journal. Most recently, she spoke as a panelist at the California Women's Conference in Long Beach, and as a keynote speaker at the Orange County Women's Business Expo. Lorraine holds the CRC (Certified Retirement Counselor), the CSPG (Certified Specialist in Planned Giving) and a LUTCF (Life Underwriter Training Council Fellow) designation.

 


Staff

Dorothy Escobar -- Administrative Assistant |  Descobar@ccwag.com

Maria Quiroz -- Marketing Director |  Mquiroz@ccwag.com 

Tyler Banta -- Managing Director |  Tbanta@ccwag.com

Mark Perez -- Client Relations Associate |  Mperez@ccwag.com