Jessica Solomon is the founder of Next Best Home and a 20+ year veteran of the senior care industry who’s not afraid to call out what’s broken.

She specializes in helping families navigate the collision of care needs, rising costs, and home equity and bringing clarity to decisions that are too often rushed, opaque, and financially damaging.

Jessica is a strong advocate for transparency in senior care and believes families deserve to understand the full financial picture before making life-altering decisions. Her work sits at the intersection of care, real estate, and financing. This is where better decisions lead to better outcomes.

Mark Maimon has closed in excess of $2 billion in total loan volume since entering the mortgage industry in 2002 and has been ranked among the top loan originators in the nation every year since 2006. He has been recognized as a “Power Originator” and “Hot 100 Mortgage Professional” by Mortgage Professional America magazine and regularly contributes to national publications, podcasts and trainings for top real estate firms and financial organizations. Mark’s bi-coastal team has a client roster that includes award-winning entertainers, professional athletes, high net worth individuals, real estate investors, first-time buyers and everything in between. They have built an impeccable reputation based on their unrivaled creativity in addressing challenging loan scenarios, their ability to clearly and effectively explain complex financial concepts, as well as their keen understanding of how decisions made during the mortgage process can affect a client’s long-term net worth. These characteristics, along with each team member’s unwavering integrity, attention to detail, easy-going demeanor, and endless drive to educate those around them are what set them apart from the rest.

Jessica Solomon is the founder of Next Best Home and a 20+ year veteran of the senior care industry who’s not afraid to call out what’s broken.

She specializes in helping families navigate the collision of care needs, rising costs, and home equity and bringing clarity to decisions that are too often rushed, opaque, and financially damaging.

Jessica is a strong advocate for transparency in senior care and believes families deserve to understand the full financial picture before making life-altering decisions. Her work sits at the intersection of care, real estate, and financing. This is where better decisions lead to better outcomes.

Mark Maimon has closed in excess of $2 billion in total loan volume since entering the mortgage industry in 2002 and has been ranked among the top loan originators in the nation every year since 2006. He has been recognized as a “Power Originator” and “Hot 100 Mortgage Professional” by Mortgage Professional America magazine and regularly contributes to national publications, podcasts and trainings for top real estate firms and financial organizations. Mark’s bi-coastal team has a client roster that includes award-winning entertainers, professional athletes, high net worth individuals, real estate investors, first-time buyers and everything in between. They have built an impeccable reputation based on their unrivaled creativity in addressing challenging loan scenarios, their ability to clearly and effectively explain complex financial concepts, as well as their keen understanding of how decisions made during the mortgage process can affect a client’s long-term net worth. These characteristics, along with each team member’s unwavering integrity, attention to detail, easy-going demeanor, and endless drive to educate those around them are what set them apart from the rest.

Short Bio

As a 30-year global aviation professional who witnessed the aftermath and handled details for specific families impacted by aviation emergencies on a large scale as a volunteer emergency team member throughout my years in aviation, I have a strong sense of service, experience, business acumen, and heart.

 I saw a gap in society and created The Living Planner providing contingency planning advisory services. I work with individuals and organizations from the layperson perspective; of if/then possibilities. We discuss how financial, legal, health care, tax, accounting, and insurance professionals serve us. We plan for contingencies and document information for our colleagues and families.

Credentials

BA, MS

Website Link
https://thelivingplanner.com

Additional Contact Information

"Work Ph: +1951.400.5966

 LinkedIn: https://www.linkedin.com/in/lynnlambrecht/

 Instagram: https://www.instagram.com/thelivingplanner/

 Facebook: https://www.facebook.com/TheLivingPlanner"

Short Bio

Lindsay Friedman is a four-time startup founder, including CareBloom and LTCareNav, passionate about solving real-world problems in healthcare and long-term care. She brings hands-on experience building impactful solutions and connecting families with the care and resources they need.

Credentials

Certified Senior Care Advisor • Long-Term Care Expert • AgeTech Certified Expert • Certified National Caregiver • Certified ADL Expert

Website Link
https://ltcarenav.com/podcasts

Additional Contact Information

"CareBloom.com

 https://www.instagram.com/ltcarenav/

 https://www.facebook.com/LTCareNav/

 https://www.linkedin.com/in/lfriedman1/

 https://www.linkedin.com/company/ltcarenav/

 https://www.amazon.com/stores/Lindsay-Preston-Friedman/author/B0G461QXR1?ref=ap_rdr&shoppingPortalEnabled=true&ccs_id=648a564b-390c-4ff0-8f91-65e4c6682eb2"

License Number

PSY19711

Short Bio

Stephanie Rosso, PhD, is a psychologist, operations leader, and Co-Founder and COO of Ubernotary Inc., where she helps estate planning attorneys serve more families by handling the administrative and logistical side of estate planning. She has spent over two decades working with children, adults, and families navigating trauma, complex medical needs, disability, and major life transitions. Her work now focuses on the human side of estate planning and end-of-life decision-making, and how professionals can better support families during some of their most difficult moments. She is particularly interested in the intersection of family dynamics, capacity, aging, and legacy.

Credentials

PhD

Website Link
thebestnotary.net - https://thebestnotary.net

Additional Contact Information

https://www.linkedin.com/in/stephanierossophd/

License Number

NY Real Estate License # 10301215642

Short Bio

With over 25 years of experience as a real estate broker and a history of purchasing and renovating multiple residences, Ruth understands the vital role that our homes play in our lives. 

 Home is not just where the heart is—it’s where your life story unfolds. This understanding shapes every aspect of Ruth's work with clients. Known for her patience, approachable nature, financial expertise, and genuine empathy, Ruth consistently delivers value by negotiating the best possible deal or attracting the most qualified buyers. 

 Throughout her long real estate career, Ruth has had the privilege to work with many seniors. She knows that effectively supporting her highly respected older clients requires specialized skills, a support network, and a thoughtful perspective. Now that Ruth is a senior herself, she has embraced this calling as the President and Co-Founder of Compass Plus — a dedicated division of Compass focused on serving the unique needs of older adults in transition. She is a Certified Senior Advisor with a wealth of information and resources to help her clients. This meaningful and rewarding work has become her primary mission and passion, allowing her to provide invaluable guidance during life's critical transitions.

 Ruth grew up on the Upper West Side of New York City. She holds bachelor's and master's degrees in sociology from NYU and a graduate degree in education from UC Berkeley. In her free time, Ruth enjoys exploring the city's theaters, museums, and restaurants and spending time with her beloved grandchildren.

 Ruth says, “Of all my accomplishments, my greatest pride is in my son, Robert Reffkin — the founder of Compass, the brokerage I'm honored to be a part of. Watching him thrive as a CEO, husband, and father has brought me more joy than I could ever put into words.”

Credentials

Associate Real Estate Broker

Certified Senior Advisor

Website Link
https://www.compass.com/agents/ruth-reffkin/?gad_source=1&gad_campaignid=22836841581&gbraid=0AAAABA2rte8Zhb7lxAQoaOKdaLTxRn4Rd&gclid=CjwKCAjwyMnNBhBNEiwA-Kcgu_fvPM66Bs6-l8Zg1k2svd1MzGn8PZdqhT9n8_QNty2ph_fYrL-2PBoCQIgQAvD_BwE

Additional Contact Information

"cell: 510-540-5654

 email: ruth.reffkin@compass.com

 Instagram....@ruth_reffkin"

Short Bio

Marty Stevens-Heebner, Founder & CEO of Clear Home Solutions and AgeWise Alliance, is a nationally recognized later-life expert whose work is rooted in both personal experience and professional innovation. She currently serves as President of the National Association of Senior & Specialty Move Managers (www.NASMM.org) and was the first Certified Senior Move Manager® in the country. Marty literally wrote the book on what she does – How to Move Your Parents (and still be on speaking terms). Her dedication to those in later life began while caring for her late father and continues through her writing, podcasting, and compassionate leadership in aging transitions.

Credentials

"Certified Senior Move Manager (SMM-C) - National Association of Senior Move Managers

 Certified Aging in Place Specialist (CAPS) - National Association of Home Builders

 Certified Professional Organizer® (CPO) - National Association of Productivity & Organizing

 Hoarding Specialist - Institute of Challenging Disorganization

 AD/HD Specialist & Chronic Disorganization Specialist - Institute of Challenging Disorganization"

Website Link
https://clearhomesolutions.com

Additional Contact Information

"Phone: (818) 376-0125

 LinkedIn: https://www.linkedin.com/in/martystevensheebner/ 

 Facebook: https://www.facebook.com/ClearHomeSolutions/

 Instagram: https://www.instagram.com/clearhomesolutions/

 AgeWise Alliance Facebook: https://www.facebook.com/agewisealliance

 AgeWise Alliance website: https://agewisealliance.com

 Podcast ""How to Move Your Mom (and still be on speaking terms afterward): 

 https://podcasts.apple.com/us/podcast/how-to-move-your-mom/id1576610243"

Short Bio

With 25 years in senior living, I’ve witnessed firsthand the complex emotional and financial dynamics seniors and their families face when making care decisions. That experience drives my commitment to simplifying a process that is often overwhelming and opaque. At Compass Senior Living Solutions, we focus on education, transparency, and advocacy so families can make confident, informed decisions. Our work ensures seniors have access to the resources and clarity they deserve.

Credentials

SRES

Website

https://www.compasssls.com

Additional Contact Information

https://www.linkedin.com/in/sherrie-bebell-1946229/

Short Bio

Sara Geoghegan is Senior Counsel at EPIC. She focuses on commercial surveillance, consumer privacy, and health and reproductive privacy. She is a graduate of UIC John Marshall Law School in Chicago. During law school, she served as the Editor-in-Chief of the UIC Journal of Privacy & Technology Law, as an Associate Justice on the Moot Court Honors Board, and on the Trial Advocacy & Alternative Dispute Resolution Council. She also worked as a Teaching Assistant for a legal writing appellate advocacy course. She has written about targeted advertising, data brokers, data minimization, and surveillance capitalism as a threat to reproductive privacy. She holds a B.S. in Psychology from the University of Illinois at Urbana-Champaign. She is a member of the District of Columbia Bar and the Illinois Bar.

Website Link

epic.org - https://epic.org

Additional Contact Information

https://www.linkedin.com/in/sara-geoghegan/

License Number

CA State Bar: 93502 CA R.E. Broker License: 01002533

Short Bio

Wayne S. Bell is a California lawyer and a licensed California real estate broker with years of legal and government service, including as the California Real Estate Commissioner. His career has combined legal work, executive government roles, consumer protection advocacy, and consulting and expert services.

Credentials

Bachelor of Arts (B.A.) from the University of California, Los Angeles (UCLA), graduating magna cum laude and elected to Phi Beta Kappa (honor society).

 Juris Doctor (J.D.) degree from Loyola Law School, Los Angeles, where he served as the Chief Note and Comment Editor of the Loyola of Los Angeles Law Review.

 Completed the Program for Senior Executives in State and Local Government at the Harvard Kennedy School of Govenment, and the Advanced Management Program at Rutgers University."

Website

https://reaaca.com/

Additional Contact Information

https://www.linkedin.com/in/waynebellcal/

Vice President, Corporate Underwriting

Director of Underwriting – Fraud Risk

As Director of Underwriting – Fraud Risk and host of the First on Fraud ™ video podcast, Sarah Frano is deeply committed to advancing fraud detection and prevention across the real estate industry. Sarah also contributes her fraud and legal expertise to the California Land Title

Association and the American Land Title Association. Sarah holds a Juris Doctor from Chicago-Kent College of Law, Illinois Institute of Technology, and a Bachelor of Science from the University of Evansville.

Short Bio

Dr. Gregorio Sanchez Jr. received his Ph.D. in Chemistry from the University of Southern California (USC) and worked as a research scientist in the pharmaceutical industry for 15 years. His transition to a Home Instead franchise owner was catalyzed by his experience as a family caregiver and his desire to provide the highest quality of care to the most vulnerable in our community. Dr. Sanchez is a staunch advocate for “person-centered” care within the aging adult and developmentally disabled populations. Greg is a member of the Service Provider Action Committee for the Lanterman Regional Center; the Co-Chair for the California Chapter of the Home Care Association of America; an adult education advisor, focused on enhancing home care aide training programs throughout the state. Dr. Sanchez is preceptor for USC Lenord Davis School of Gerontology graduate students interested in non-medical home care case management and holds an adjunct faculty position at Pasadena City College. Greg and his team were awarded a 2023 CalGrows Innovation Grant by the California Department of Aging for their work in creating new training pathways for direct care workers. In 2025, the Home Instead Pasadena & Monrovia team was named a “key employment partner” in the MSC Economic and Development Corporation’s $1.84 million Opportunity Young Adult Career Pathway Program grant from California Employment Development Department.

Credentials

Owner/Operator of one of the largest Home Instead franchise offices in North America, delivering over 30,000 hours of care per month.

 Co-Chair of the Home Care Association of America California Chapter

 Service Provider Advisory Committee for the Frank D. Lanterman Regional Center

 California Department of Aging CalGrows Grant Recipient

Website Link
https://www.homeinstead.com/home-care/usa/ca/pasadena/479/

Additional Contact Information

"626-486-0800

 greg.sanchez@homeinstead.com"

License Number

266044

Short Bio

"Certified Specialist in Estate Planning, Trust & Probate Law

 Elijah Keyes discovered his passion for estate planning early in life after witnessing how long-term illness impacts families. That experience shaped his belief that thoughtful planning is one of the greatest gifts you can give your loved ones.

 With over 15 years of experience, Elijah has built a law firm dedicated to making estate planning clear, personal, and empowering for every client. His approachable, education-first style has earned the trust of hundreds of Bay Area families, reflected in over 280 five-star Google reviews.

 Recognized among the top 5% of attorneys in California, Elijah has been featured in Super Lawyers (2016–2025) and the San Jose Mercury News for his excellence in estate planning, special needs law, and elder law.

 When he’s not helping families protect their legacies, Elijah enjoys building LEGO, obstacle course racing, and spending time with his wife, two children, and their dog in Milpitas."

Credentials

"- Certified Specialist in Estate Planning, Probate and Trust law, State Bar of California - Certified Specialist

 - LL.M. (Masters in Law) in Tax and Estate Planning. 

 - SuperLawyer in Estate Planning, SuperLawyers 2019 - 2025"

Website Link
https://keyeslawgroup.com/

Additional Contact Information

"info@keyeslawgroup.com

 408-766-7668"

Short Bio

Eric Brecher is an attorney and a Certified Exchange Specialist® (one of approximately 180 in the country.) He is Executive Vice President of Chicago Deferred Exchange Company, LLC, a wholly owned subsidiary of Wintrust Financial Corporation. For over 20 years, Mr. Brecher has served as a Qualified Intermediary and Exchange Accommodation Titleholder for 1031 Exchange transactions. He works with attorneys, accountants, and realtors, along with their investor clients, to defer federal capital gains, state, depreciation recapture and net investment income taxes using Internal Revenue Code Section 1031. Throughout his career, Mr. Brecher has been involved with thousands of 1031 Exchange Eric Brecher is an attorney and a Certified Exchange Specialist® (one of approximately 180 in the country.) He is Executive Vice President of Chicago Deferred Exchange Company, LLC, a wholly owned subsidiary of Wintrust Financial Corporation. For over 20 years, Mr. Brecher has served as a Qualified Intermediary and Exchange Accommodation Titleholder for 1031 Exchange transactions. He works with attorneys, accountants, and realtors, along with their investor clients, to defer federal capital gains, state, depreciation recapture and net investment income taxes using Internal Revenue Code Section 1031. Throughout his career, Mr. Brecher has been involved with thousands of 1031 Exchange transactions including forward-delayed, reverse and improvement/build-to-suit exchanges.

Short Bio

Kevin is an estate planning attorney who views his role as a trusted guide, helping families secure and pass down what matters most. He believes that everything you accumulate in life—assets, memories, values—is like a wagon you pull along, carrying the things that define who you are. Kevin’s mission is to make sure that wagon is easy to handle, well-protected, and ready to pass down to the right people, with as little stress and IRS interference as possible.

Credentials

Kevin holds a LL.M from California Western School of Law, a JD from the University of Richmond School of Law, and a B.A. from Boston College.

Website Link
https://www.snyderlawpc.com

Additional Contact Information

"Phone: (949)-333-3702

 Email: Kevin@SnyderLawPC.com"

Mark Maimon has closed in excess of $2 billion in total loan volume since entering the mortgage industry in 2002 and has been ranked among the top loan originators in the nation every year since 2006. He has been recognized as a “Power Originator” and “Hot 100 Mortgage Professional” by Mortgage Professional America magazine and regularly contributes to national publications, podcasts and trainings for top real estate firms and financial organizations. Mark’s bi-coastal team has a client roster that includes award-winning entertainers, professional athletes, high net worth individuals, real estate investors, first-time buyers and everything in between. They have built an impeccable reputation based on their unrivaled creativity in addressing challenging loan scenarios, their ability to clearly and effectively explain complex financial concepts, as well as their keen understanding of how decisions made during the mortgage process can affect a client’s long-term net worth. These characteristics, along with each team member’s unwavering integrity, attention to detail, easy-going demeanor, and endless drive to educate those around them are what set them apart from the rest.

Mark Maimon has closed in excess of $2 billion in total loan volume since entering the mortgage industry in 2002 and has been ranked among the top loan originators in the nation every year since 2006. He has been recognized as a “Power Originator” and “Hot 100 Mortgage Professional” by Mortgage Professional America magazine and regularly contributes to national publications, podcasts and trainings for top real estate firms and financial organizations. Mark’s bi-coastal team has a client roster that includes award-winning entertainers, professional athletes, high net worth individuals, real estate investors, first-time buyers and everything in between. They have built an impeccable reputation based on their unrivaled creativity in addressing challenging loan scenarios, their ability to clearly and effectively explain complex financial concepts, as well as their keen understanding of how decisions made during the mortgage process can affect a client’s long-term net worth. These characteristics, along with each team member’s unwavering integrity, attention to detail, easy-going demeanor, and endless drive to educate those around them are what set them apart from the rest.

Jessica Solomon is the founder of Next Best Home and a 20+ year veteran of the senior care industry who’s not afraid to call out what’s broken.

She specializes in helping families navigate the collision of care needs, rising costs, and home equity and bringing clarity to decisions that are too often rushed, opaque, and financially damaging.

Jessica is a strong advocate for transparency in senior care and believes families deserve to understand the full financial picture before making life-altering decisions. Her work sits at the intersection of care, real estate, and financing. This is where better decisions lead to better outcomes.

Jessica Solomon is the founder of Next Best Home and a 20+ year veteran of the senior care industry who’s not afraid to call out what’s broken.

She specializes in helping families navigate the collision of care needs, rising costs, and home equity and bringing clarity to decisions that are too often rushed, opaque, and financially damaging.

Jessica is a strong advocate for transparency in senior care and believes families deserve to understand the full financial picture before making life-altering decisions. Her work sits at the intersection of care, real estate, and financing. This is where better decisions lead to better outcomes.

Mark Maimon has closed in excess of $2 billion in total loan volume since entering the mortgage industry in 2002 and has been ranked among the top loan originators in the nation every year since 2006. He has been recognized as a “Power Originator” and “Hot 100 Mortgage Professional” by Mortgage Professional America magazine and regularly contributes to national publications, podcasts and trainings for top real estate firms and financial organizations. Mark’s bi-coastal team has a client roster that includes award-winning entertainers, professional athletes, high net worth individuals, real estate investors, first-time buyers and everything in between. They have built an impeccable reputation based on their unrivaled creativity in addressing challenging loan scenarios, their ability to clearly and effectively explain complex financial concepts, as well as their keen understanding of how decisions made during the mortgage process can affect a client’s long-term net worth. These characteristics, along with each team member’s unwavering integrity, attention to detail, easy-going demeanor, and endless drive to educate those around them are what set them apart from the rest.

Short Bio

Julie Nepveu is a Senior Lead Attorney at AARP Foundation Litigation, where she focuses on protecting older adults through impact litigation. Previously, Julie litigated Fair Housing Act class actions against federal and state agencies at the Lawyers’ Committee for Civil Rights Under Law and represented tenants facing eviction and subsidized housing termination at Legal Services of Northern Virginia. Julie served as a judicial Law Clerk after receiving her JD from the University of Maine School of Law, where she received the Maine Bar Association Pro Bono Award.

Website Link

aarp.org - https://aarp.org

Additional Contact Information

202-434-2075

Short Bio

Jennifer Pitt is a certified fraud examiner and financial crimes expert with over 10 years of experience investigating and overseeing complex fraud cases across law enforcement, adult protective services, and financial institutions. She is the founder of Voice Against Fraud, LLC, where she teaches older adults, families, and professionals how to recognize and prevent scams, identity theft, and financial exploitation by people in positions of trust. After years of investigating cases and seeing the impact on victims and their families, Jennifer now focuses on helping professionals and families recognize risk earlier and prevent losses.

Credentials

"Certified Fraud Examiner (CFE)

 MS in Psychology

 BS in Cybersecurity"

Website Link
www.voiceagainstfraud.com - https://www.voiceagainstfraud.com

Additional Contact Information

LinkedIn: https://www.linkedin.com/in/jennifer-pitt/

Short Bio

Kristina Perkins serves as the Chief Investigator for the Santa Barbara County District Attorney’s Office, where she leads a dedicated team committed to pursuing justice, supporting victims, and keeping the community safe. 

 Chief Perkins also hosts the “Scam Squad” podcast, where she helps educate and protect the public from financial scams. Through her outreach and experience, she works to raise awareness about financial crimes and give people the tools they need to prevent and report fraud.

Website Link
https://da.countyofsb.org/

Additional Contact Information

805-568-2359

California License Number

4371618

Short Bio

"Suzanne Scheer, J.D., CLTC® is a financial advisor specializing in long-term care insurance. She attended Emory University and George Mason University School of Law. Suzanne practiced family law in Northern Virginia then took a long career break to raise her son and oversee her parents’ care during their long illnesses. 

 Suzanne became a financial advisor in 2016, and the focus of her practice is long-term care insurance. Having seen the ripple effect created by the need for care, Suzanne strives to educate as many people as possible about the importance of having a plan for care and if possible, a way to pay for it as well."

Credentials

Non-practicing attorney licensed in Virginia; Certified in Long-Term Care®; Series 7 and 66; AAMS®

Additional Contact Information

(703)863-2246

https://www.linkedin.com/in/suzannescheer/

Website Link

https://www.sgsinsurance.net/

License Number

CA DRE#01917489

Short Bio

"This is my LinkedIn intro: ""As a Senior Home Coach®, I work with senior homeowners and families of senior homeowners to minimize risk factors of their house and home, their real estate asset(s), aging in place, aging in the right place, disaster preparedness, real estate financial planning resources, and other professional resources, and the buying/selling of real estate in their portfolio.

Real Estate Planning, Risk and Transaction Management.

 My passion is advocating on behalf of my client where they either can't or don't want to....""

Along with serving my senior homeowners and their families, I host a growing weekly SRES® Networking MeetUp Group and publish the SRES®NWMG Bulletin. We collaborate, learn, and share knowledge and resources as colleagues to serve better our senior homeowners and the families of senior homeowners.

Credentials

Julie Priest Keil, Seniors Real Estate Specialist®, Senior Home Coach™, Certified Senior Advisor®, REALTOR®

Additional Contact Information

https://www.facebook.com/jpkeilrealtor
https://www.linkedin.com/in/julie-priest-keil-b79541a8/

Short Bio

Scott M. Fischer earned a Bachelor of Science in Nursing from Arizona State University in 1986 and has 40 years of experience in various aspects of the healthcare system in his home of Chandler, Arizona.

 His company, Options for Senior Living, was founded in 2003 to provide a professional guidance service to families and professionals who are seeking assisted living and long-term care services for a senior. He has served thousands of families in the past 23 years helping them navigate the complexities of long term care for their loved ones.

 He has played a leading role in developing ethical standards for the unregulated senior living referral industry in Arizona and nationally. As Past President and Co-founder of PASRS and founding board member of the NPRA, Fischer has helped establish national guidelines and an industry-specific certification program for referral and placement specialists with chapters now in 34 markets across the US.

 Scott's work today now includes training and consultation (Options University Boot Camp) for others across the nation as they look to start their own professional placement agency and he has launched his own podcast, ""Don't Let Haboob Hit You in the Face"" to educate professionals and families that are experiencing the challenges of the aging journey.

Credentials

BSN

Website Link
www.optionsforseniorliving.com - https://www.optionsforseniorliving.com

Additional Contact Information 

602-845-1320

 https://www.linkedin.com/in/optionsforseniorliving/

 https://www.facebook.com/OptionsForSeniorLiving

 https://www.instagram.com/optionsforseniorliving/

 http://www.youtube.com/@DontLetHaboobPodcast

 https://open.spotify.com/show/0kHek3jKqeGohVyNC11Pd5?si=e2609f680a594d00

Short Bio

"This is my LinkedIn intro: ""As a Senior Home Coach®, I work with senior homeowners and families of senior homeowners to minimize risk factors of their house and home, their real estate asset(s), aging in place, aging in the right place, disaster preparedness, real estate financial planning resources, and other professional resources, and the buying/selling of real estate in their portfolio.

 Real Estate Planning, Risk and Transaction Management.

 My passion is advocating on behalf of my client where they either can't or don't want to....""

 Along with serving my senior homeowners and their families, I host a growing weekly SRES® Networking MeetUp Group and publish the SRES®NWMG Bulletin. We collaborate, learn, and share knowledge and resources as colleagues to serve better our senior homeowners and the families of senior homeowners.

Credentials

https://www.retirementlivingsourcebook.com/gurney

Website Link
https://www.retirementlivingsourcebook.com/

Additional Contact Information

703-966-6182

Short Bio

With two decades in senior living leadership, Jaime Roberts leads Arizona LeadingAge and founded The Help Project to support the growing sandwich generation. She advises employers on retention, culture, and productivity through the lens of caregiving. Jaime is a frequent speaker on aging, workforce resilience, and human-centered leadership.

Credentials

MPH, Certified Dementia Trainer & Advanced Consultant, Licensed Nursing Home Administator and Licensed Assisted Living Manager, Published Author

Website

 https://help-project.com

Additional Contact Information

480-544-2086 

https://www.linkedin.com/in/jaimelroberts/

Short Bio

Jennifer Love is the founder and wealth creator at LivWeal Collective. A membership community for the mission-driven building wealth, wellbeing & legacy - on their terms!
Masters in Psychology

 Masters in Financial Planning (in process)

 - Financial Therapy Certification 

 - Financial Behavioral Analyst Certification 

 Series 65 License

 Certified Health Coach

 Certified Applied Mythologist

 Trained in Non-Violent Communication

Additional Contact Information 

https://www.instagram.com/thejenniferlove/

 https://www.linkedin.com/in/thejenniferlove/
Website Link
https://www.jenniferlove.com/

California License Number

4371618

Short Bio

"Suzanne Scheer, J.D., CLTC® is a financial advisor specializing in long-term care insurance. She attended Emory University and George Mason University School of Law. Suzanne practiced family law in Northern Virginia then took a long career break to raise her son and oversee her parents’ care during their long illnesses. 

 Suzanne became a financial advisor in 2016, and the focus of her practice is long-term care insurance. Having seen the ripple effect created by the need for care, Suzanne strives to educate as many people as possible about the importance of having a plan for care and if possible, a way to pay for it as well."

Credentials

Non-practicing attorney licensed in Virginia; Certified in Long-Term Care®; Series 7 and 66; AAMS®

Additional Contact Information

(703)863-2246

https://www.linkedin.com/in/suzannescheer/

Website Link

https://www.sgsinsurance.net/

License Number

1397835

Short Bio

Bryan has been serving the real estate needs of his clients since 2003, working with both home buyers and sellers. He ranks in the top ½ of 1% of all Berkshire Hathaway HomeServices agents nationwide. Bryan specializes in guiding seniors who are transitioning from their homes into smaller homes or senior communities. Understanding that these clients often require additional levels of service, he partners with other professionals to make the process as smooth as possible.

He is the Director of the Senior Division of Berkshire Hathaway HomeServices California Properties and serves on the boards of two local nonprofit organizations dedicated to improving the lives of seniors. Bryan is also a Certified Trust and Probate Specialist and was recognized as one of San Diego Business Journal’s Influential Leaders in Real Estate for 2021.

Born in Los Angeles, Bryan attended the University of California, San Diego. Outside of work, he enjoys spending time with his wife and their four combined children, hiking, and watching sports.

Credentials

SRES

Website

www.DevoreRealtyGroup.com
https://www.DevoreRealtyGroup.com

Additional Contact Information

Phone: (760) 908-3838
Facebook: @DevoreRealtyGroup
YouTube: @DevoreRealtyGroup
LinkedIn: @Bryan Devore

License Number

General Contractor #960238

Short Bio

As a Certified Aging in Place Specialist, a Designation by the National Home Builders Association, Caryn can recognize potential problems and provide practical answers. With over 20 years of experience as a Social Worker and senior service provider, she is an expert in fall prevention, senior care options, and accessible home modifications. Caryn offers in person or virtual in-home and business solutions addressing accessibility issues confronting seniors and people with disabilities. With Caryn's background in construction, she can coordinate, supervise, or refer contractors for the needed work.

Credentials

Certified Aging in Place Specialist

Website Link
www.seniorschoicesd.com - https://www.seniorschoicesd.com

Additional Contact Information

"760-518-1836

 https://www.facebook.com/seniorschoicehomesafetyspecialists

 https://www.linkedin.com/in/carynleventhal/"

Short Bio

Sarah Barker is a distinguished military veteran and has been a dedicated professional in the senior care industry since 2012. With extensive experience as an on-the-ground marketer for both independently owned and franchise home care agencies, she has developed a deep understanding of the industry’s needs and challenges.

 In 2020, Sarah founded Connect Our Elders, LLC, an advisory-level referral agency that connects clients with pre-vetted home care agencies, care managers, and placement professionals through a structured Six-Step Advisory Process. Acting as an independent sales force for providers across the continuum of care, Connect Our Elders ensures clients are matched with the most suitable care solutions.

 That same year, she established Senior Care Sales Solutions, which includes the Senior Care Sales Solutions Academyand her 1-2-1 Connect Forward Training consulting services. Through these initiatives, Sarah empowers home care agency owners and marketers with strategic education, ongoing coaching, and accountability. Her approach focuses on increasing activity, strengthening referral relationships, and ultimately driving revenue growth.

 Sarah is a strong advocate for developing senior care professionals who cultivate diversified referral partner networks and operate under the Empowering Aging philosophy. Her mission is clear: "Redefine How Senior Care Professionals SERVE Referral Partners and Families.

Credentials

Certified Senior Advisor

Website Link
www.seniorcaresales.com - https://www.seniorcaresales.com

Additional Contact Information

858-222-9241

Julio is the founder of Parensure, a platform designed to help older adults age safely and independently while keeping loved ones informed about their wellbeing. The idea was inspired by his personal experience supporting an aging parent and recognizing the challenges families face in balancing independence with caregiving awareness.

Through Parensure, Julio is developing simple, accessible technology that strengthens communication between seniors and their support networks. His work focuses on empowering older adults while reducing stress and uncertainty for caregivers. He is committed to building practical solutions that support healthier aging and help families stay confidently connected.

Jessica Solomon is the founder of Next Best Home and a 20+ year veteran of the senior care industry who’s not afraid to call out what’s broken.

She specializes in helping families navigate the collision of care needs, rising costs, and home equity and bringing clarity to decisions that are too often rushed, opaque, and financially damaging.

Jessica is a strong advocate for transparency in senior care and believes families deserve to understand the full financial picture before making life-altering decisions. Her work sits at the intersection of care, real estate, and financing. This is where better decisions lead to better outcomes.

Mark Maimon has closed in excess of $2 billion in total loan volume since entering the mortgage industry in 2002 and has been ranked among the top loan originators in the nation every year since 2006. He has been recognized as a “Power Originator” and “Hot 100 Mortgage Professional” by Mortgage Professional America magazine and regularly contributes to national publications, podcasts and trainings for top real estate firms and financial organizations. Mark’s bi-coastal team has a client roster that includes award-winning entertainers, professional athletes, high net worth individuals, real estate investors, first-time buyers and everything in between. They have built an impeccable reputation based on their unrivaled creativity in addressing challenging loan scenarios, their ability to clearly and effectively explain complex financial concepts, as well as their keen understanding of how decisions made during the mortgage process can affect a client’s long-term net worth. These characteristics, along with each team member’s unwavering integrity, attention to detail, easy-going demeanor, and endless drive to educate those around them are what set them apart from the rest.