Douglas has 20 years of Financial Services experience where he provided Estate Planning, Investment and Insurance advice. During those years he established a high level of trust and confidence with his clients in order to help provide them with financial security for themselves and their families.
As a Financial professional, he helped many of his clients plan and manage their financial and emotional affairs. Assisting his clients with their confidential and sensitive financial circumstances required creating an open and understanding dialogue using a communications style well adapted to Innovative Care Advocates of Santa Cruz. Doug is licensed in the State of California as a Resident Insurance Producer Agent as well as a Mortgage Loan Officer. Doug’s licenses and prior Financial Services experience assists our clients and their families fund and pay for care giving by assisting them with Long-Term Care Insurance and/or Reverse Mortgages. As a package, all of our services and products are designed to help our clients remain in their homes for as long as they are able and willing to do so. Doug has a degree in Business Administration having majored in Finance and minored in Economics. He has owned and operated several businesses, including a Food Service Franchise and a Fund Management Company. He has served as a Trustee for his own family’s personal Trust when his parents passed way, providing him a unique insight into end of life issues. This experience included: being involved with his parent’s struggles regarding home care and his Mother’s long-term care illness. His Mother ultimately passed away at home as opposed to completing her life in a long term care facility, which was her preference and goal. Doug learned the value of “Home Care” from his Mother’s end of life experience and brings that passion to his work with his clients here at Innovative Care Advocates. Doug is acting CEO on a rolling basis with her partner, as well as taking on the responsibility and duties as the company’s CFO.
Kimberly Detwiler has been in the customer service industry for over 30 years. She joined the organization initially as a care-giver and outperformed her roll to a more integral position managing the Marketing, Human Resources, Care Giver training and Customer Comprehensive Care Packaging.
Kimberly’s background has prepared her as an ideal liaison in communication, schedule organization and management, sales and networking. Kimberly is an outgoing personable representative of the company and works closely with clients which is crucial for the success of a business like this that involves a tremendous amount of communication between clients, caregivers and families. Kimberly is an asset to the organization and thrives on the service aspect of supporting seniors, like she did her own grandparents.