With issues ranging from college costs to retirement planning or caring for aging loved ones, our dedicated team brings years of experience to provide the perspectives, expertise and direction your family needs.
Fred residences in Sarasota, Florida where he lives with his wife Ann of 30+ years and their rescue dog.
Resides in Newton, MA with his wife, Susie, daughters Maggie and Nora, and rescue dog, “Kona.” Likes to travel, watch and play sports, and eat good food.
Lives in Bethesda, MD with his sons Nicholas and Andrew. Along with hiking and reading, Will enjoys walking his Beagle mix dog, Nutmeg.
Lives in Virginia with her husband John and Boxer pup (Vonnie). She has four grown children, two boys and two girls and enjoys hiking, biking, playing Pickleball and visiting museums. Julie also loves to help others, and is volunteering her time helping those in need with comprehensive financial education on a pro bono basis and tax preparation through VITA.
Karen is the owner of a Sales and Marketing Consulting firm focused on solutions for businesses. With over 20 years experience, she specializes in working with companies that help families find resources and placement in the senior housing and assisted living industry. As a US Navy Veteran, Karen has a personal interest in assisting veterans and their families.
Karen resides in Orlando, Florida. She dedicates her time to being a volunteer patient advocate, has a passion for travel and also owns her own Travel Agency.
