Many people work with advisors who specialize in only one area, which can leave gaps or misalignment in their overall plan. Annika’s holistic approach helps eliminate those disconnects; creating clarity, coordination, and confidence. A Foundation Built on Education With a background in education, Annika believes that financial planning should be empowering and not confusing or overwhelming. She takes the time to explain options, strategies, and trade-offs so clients can make informed, confident decisions about their financial future. This emphasis on understanding and transparency is central to how Annika builds long-term relationships with her clients. Who Annika Serves Annika’s client base includes:
She also works extensively with individuals who are 5–10 years from retirement, helping them prepare for retirement income and distribution strategies. Annika recently earned her RICP (Retirement Income Certified Professional) designation, further strengthening her expertise in retirement-focused planning. Why Power Partners Value Annika Annika is known among her professional peers as a strong referral partner who values trust and collaboration. She maintains close working relationships with CPAs and estate planning attorneys, frequently sharing clients when there is a clear fit and confidence that they will be well served. Her approach to partnerships is relationship based. She focuses on learning about others’ businesses, identifying mutual opportunities, and creating long-term value rather than transactional referrals. Ideal Power Partners Annika actively collaborates with professionals who serve overlapping clients, including:
0 Comments
We’re pleased to share that Miguel Bravo of Comerica Bank has renewed his Power Partners USA membership and has been part of our network since 2016. As a Branch Manager, Miguel is known for his hands-on, solutions-oriented approach. He combines the strength of a major financial institution with the personal attention of a true relationship banker.
Power Partners USA Case Study
Power Partners USA creates professional introductions that lead to repeat referrals, collaboration, and real business results. This case study highlights how one connection between two PPUSA members led to a $2.2 million multi-unit property purchase; a clear demonstration of the value and ROI our network delivers. Power Partners USA Welcomes New Member: Scott Swanson of Christian Charles Insurance Services, Inc.11/15/2025
A Special Presentation from Ronald McDonald House We also heard an informative presentation from Julie Sampras, Development Director of the Ronald McDonald House. Julie shared the mission, needs, and stories of the families who call the House a temporary home during some of the hardest moments of their lives. Her presentation resonated with everyone in the room and inspired some of our members to get involved with the Ronald McDonald House in their own way. A Strong Turnout & Generous Sponsorship Support We were proud to have Power Partners members and guests join us to prep dinner and share time with families who are caring for critically ill children. Thanks to the generosity of our sponsors, the cost of the meals was fully covered. Thank-you to our Event Sponsors Their generous contributions allowed us to provide dinner for over 50 people.
A Beautiful Thank You from the Families One of the most meaningful moments of the event came when we received a thank-you card signed by several families currently staying at the Ronald McDonald House. These are parents facing long hospital days, uncertainty, stress, and worry — yet they shared words of gratitude and warmth.
Keeping Families Close – Long Beach Ronald McDonald House See Photos of the Event
Visit www.PowerPartners.us to view more photos from the event. At Power Partners USA, we believe business connections are strongest when built on shared values and real service. This event proved that in the best way possible. Regards, Alan and Debra Armijo Power Partners USA/ iTrust Marketing www.PowerPartners.us / www.iTrustMarketing.biz By Power Partners USA | October 21, 2025
Jack Senske – Homeowners First Mortgage
Jack Senske, a trusted mortgage professional and Power Partners USA member recently joined Homeowners First Mortgage, where he continues to provide exceptional service to California homebuyers, homeowners, and investors. Jack’s move to Homeowners First marks an exciting new chapter in his career—one that gives him greater flexibility, better pricing options, and access to a broader range of loan programs for his clients. “The biggest advantage of being a broker now,” Jack explains, “is flexibility. I can be more competitive on pricing and have access to many more lenders and loan programs. That means I can tailor solutions to fit every client’s needs—whether they’re first-time buyers, move-up buyers, or investors expanding their portfolio.” For over 27 years, Chef Yvonne Lovato, founder of Creative2Unique, has been bringing people together through her creative, flavorful, and beautifully presented catering. Her company name says it all—every dish is both creative and unique, crafted with fresh ingredients and a dedication to presentation that makes every event memorable. About Creative2Unique Chef Yvonne’s catering company serves clients throughout Southern California—from Beverly Hills to San Juan Capistrano—delivering hot and cold meals for corporate events, nonprofits, and community gatherings. She provides free delivery, freshly made food, and full service setup or onsite support when needed. “Nothing is too big or too small—my motto is two to two hundred,” Yvonne says. “Whether it’s a small lunch for a couple or a large corporate meeting, I want everything to be fresh, appealing, and perfectly presented.” We’re excited to introduce our newest Power Partner USA member — James Cleveland, CEO of c2mod, a Long Beach-based firm that blends architecture, construction, and property management into a seamless, client-focused experience. With 7 years leading c2mod and 14 years as a business owner, James brings an impressive track record of delivering projects that are not only functional and profitable, but also beautiful, restorative, and inspiring. About c2mod At its core, c2mod is more than a design-build firm — it’s a team committed to investing in clients and partners alike. Their services cover a wide range of needs, including:
|
AuthorPower Partners are B2B Professionals Who Team Up to Provide Each Other Repeat Referral Business. Archives
January 2026
Categories |


RSS Feed