Our Team

Patrick is co-founder of Coordinated Wealth Management.  He is a graduate of the University of California Los Angeles with a B.A. in Business-Economics.  For the past twenty-two years, Patrick has been a licensed series 7 securities broker, securities principal, investment advisor representative, licensed and practicing tax preparer and later an insurance agent.

Six of those years included invaluable experience as a compliance officer for Western International Securities.  He specializes in investment and insurance strategies and products and brings comprehensive financial knowledge to the firm.

Patrick is married with two beautiful daughters. His interests include spending time with his family and traveling with them on local and long-distant road trips.

John was one of three founders of Coordinated Wealth Management.  For over twenty-five years, he helped investors make smart choices about their money.  His passion was to assist clients in reaching their financial goals.  As a comprehensive financial planner, he taught hundreds of retirement and investing classes at local colleges and corporations.  His credentials and licenses included: Certified Financial Planner™ (CFP®), Certified IRA Specialist, Series 7 Securities Broker, Investment Advisor Representative, insurance agent, and CTEC licensed tax preparer.

John was a long-time resident of Glendora with his wife Mary and their three daughters Julie, Carrie, and Katie.  He was a generous and kind man, devoted to his beautiful family, caring church, loving friends, and awesome clients.  He passed away in March 2021, and he is greatly missed.  John's brother, Pat Egan, stepped in as advisor to our Glendora clients as well as continuing to serve clients in his Pasadena office.  

Spencer is a graduate of the University of California San Diego with a B.A. in Philosophy with a minor in Economics.  He began his financial career in 2005 and has developed significant knowledge in the integration of the key areas of tax, investment, insurance and estate planning which leads to greater retirement and estate-distribution success.  He is a series 7 licensed securities broker, investment advisor representative, insurance agent, and brings comprehensive financial knowledge as a Certified Financial Planner (CFP^®).

Spencer’s interests include music, golf, traveling, photography, politics & philanthropy.  He is currently serving on the board of directors for non-profit Girls in Power and previously on the board of directors for Beyond Shelter (currently called PATH), a non- profit advocacy group for the homeless.

Colleen has been part of the CWM team since August of 2016.  She has a background in education, administration, and management.  After starting out majoring in elementary education, Colleen finished up with a business management degree and a minor in economics.  She met her husband Chris at an evening Statistics class at CSULA.  (They’re still trying to figure out the statistics / probability of that!)

Colleen worked as a manager in several different industries through the years, including banking, cable TV, and city government.  While blessed with the privilege of being a stay-at-home mom, she enjoyed doing quite a bit of volunteer work, and she also home-schooled her daughter for 8 years before returning to the workforce.

In her spare time, Colleen enjoys reading, writing, spending time with family & friends, taking walks, and playing with their rescue animals, which include the “world’s sweetest” dog, two very goofy cats (who think they are dogs), and a California desert tortoise (who sleeps half the year)!  

Ilma is the office administrator for Coordinated Wealth Management’s Glendale branch office. 

She holds a bachelor’s degree in civil engineering and has over twenty-two years’ experience reviewing and coordinating tender offer contracts in the oil and gas industry.

For the past two years, she has worked at Coordinated Wealth Management in office operations and administration.

Ilma really enjoys spending time with her family and volunteering in her daughters’ school activities.