TOWER BRIDGE FINANCIAL

Our Team

Tower Bridge Financial is dedicated to helping you protect your hard-earned retirement income. With a team of caring, driven, and energetic professionals, you can feel good about your retirement strategy. Meet the people who have a passion for helping people retire with confidence.

Andrew Kagan

Owner & CEO

Andrew Kagan grew up in Sacramento, CA where he graduated from Bella Vista High School. He then lived in Arizona and earned his degree from the W.P Carey School of Business. His education built the groundwork for his professional career and he actively participated in both the community and his professional life.

During college, Andrew saw first-hand why having the right protections in place is so important. He watched his own grandfather struggle to pay for the care of his grandmother because the insurance they had would not cover her residential and in-home care. The grief and hassle of this experience was unbearable for his family. Andrew resolved to do everything he could to provide the best service and knowledge possible to each and every pre-retiree and retiree he came across.

Andrew has been in the insurance and financial industry for over a decade now. His mentality is, “If you do the right thing first, then you’ll have clients and no complaints later.” With this moral compass, he has helped hundreds of people find the most suitable options for their retirement situation. Andrew and his team strive to create client-minded strategies that focus on securing your future.

Eric Kagan

Client Relationship Manager

Eric Kagan is the Client Relationship Manager for Tower Bridge Financial. His position entails keeping clients updated on the process of planning for their retirement, and as a result, he’s very perceptive and perspicacious. Eric enjoys the atmosphere of the office as he’s working alongside his family, and also appreciates that he’s helping clients maintain peace of mind during their time with Tower Bridge Financial. When not assisting clients, he enjoys going to the gym, playing golf, or walking his dog, JJ. Reach out to Eric.

Valerie Maravilla

Marketing & Client Event Coordinator

Valerie Maravilla is the Marketing & Client Event Coordinator for Tower Bridge Financial. She assists in day-to-day office operations, as well as marketing and client communication. In addition, Valerie assists with the firm’s educational seminar and webinar sessions to ensure they are a success. Family oriented and friendly, Valerie is a natural at event coordination. She loves interacting with clients and helping them learn more about retirement. After taking general studies and public service course work at Sacramento City College, she worked for a financial advisory firm. She then worked alongside Theresa at the same professional leasing company. After work, Valerie loves being outdoors and may even be found at target practice. She also helps friends prompt live dancing events and has volunteered for a local school’s Cinco De Mayo event as well.

Jaime Lara Lomeli

Client Services Coordinator

Jaime Lara Lomeli is Tower Bridge Financial’s Client Services Coordinator. He schedules client appointments tailored to clients’ specific needs and requests, provides reports needed for annual reviews, and more. He is currently a student at San Francisco University, earning a degree in Business Administration. Jaime does the work he does to interact with and build a connection with clients. Jaime is very determined, confident, and outgoing. All of his prior jobs have been in the customer service field. Currently, Jaime lives in Sacramento, but when not assisting clients, he enjoys traveling.