Our team of financial professionals offer robust financial planning and investment management services that emphasize cash flows in all stages of retirement.
Lifecare Affordability Plan™, is a collaborative strategy that helps clients secure and protect wealth when planning for their most hopeful outcome when facing a healthcare or housing uncertainty due to disability, illness, or death.
THOMAS C. WEST, CLU, ChFC, AIF® Partner
Tom West is the creator of Lifecare Affordability Plan™ and is a partner in Signature Estate & Investment Advisors (SEIA), an investment management and financial planning firm. He manages a robust financial planning and investment management practice that emphasizes cash flow in all stages of retirement.
Over a twenty-five year career, Tom has had significant experience in advising families struggling with how to support a loved one diagnosed with a chronic illness, disability or dementia. In 2018, Tom launched the Lifecare Affordability Plan™, a fixed-fee financial planning and asset management solution designed to provide families with a financial strategy that meets changing healthcare needs while preserving the caregiver’s quality of life.
Tom is regularly interviewed for his perspective by periodicals such as the Wall Street Journal, The Washington Post, Investment News, and The New York Times, and he regularly educates financial professionals, attorneys, tax professionals and geriatric care managers on the most appropriate financial planning techniques for families facing long term care decisions. Tom and his team are currently working on the Lifecare Affordability Planning Podcast, to launch in 2019.
Tom’s community service in the aging and disability area has earned him recognition from a variety of non-profits and local government groups. He is currently the Board Chair of Goodwin House at Home in Alexandria, Virginia and serves on the Corporate Board of Goodwin House, Inc. as well as the Board of the Insight Memory Care Center in Fairfax, Virginia.
ARVETTE M. REID
Marketing & Outreach Director
Arvette M. Reid joined the practice after working 15 years as a marketing professional in the senior healthcare and housing industry. Arvette’s ability to bring the financial and healthcare worlds together truly makes a powerful impact on how we serve our families who are going through trying times.
GLENN McGREGOR, CFP®
Glenn McGregor is a CERTIFIED FINANCIAL PLANNER™ with over 15 years of experience in comprehensive financial planning and investment services. Glenn develops strategic recommendations to aid families in growing, protecting and distributing their wealth.
ROBERT PAPA, CFP®
Robert Papa is a CERTIFIED FINANCIAL PLANNER™ and Retirement Income Certified Professional with over 22 years of experience working with families to develop investment strategies and financial plans that are tailored to their specific needs.
SUZANNE F. BOTTOMS
Suzanne F. Bottoms is a native New Yorker with two decades of experience. She spent the majority of her career at a 20 billion dollar hedge fund on Wall Street. As Practice Manager at SEIA, Suzanne oversees all business and operational aspects of the practice.
Gabi Cajina plays a key role in the financial planning aspects of our practice as well as client service requests, and is pursing her CFP® certification. Gabi is a graduate of James Madison University with a Bachelor of Business Administration.