After overcoming many challenges associated with caring for my aging parents, I pursued my passion to help other families avoid the issues my family faced. I partner with my clients and their families to manage cash flow, bill payments, and protect against fraud. To help improve the way we prepare for living, I:- Serve at a Daily Money Manager, Trustee, and Power of Attorney for individuals around the metro-DC area. - Developed award-winning products and services to organize personal documents, accounts, and assets to include an “Older-Adult Focused Innovation” award from AARP Foundation, and "Book of the Year" by Caregiver Magazine. - Authored the best-selling book MemoryBanc: Your Workbook for Organizing Life.- Deliver keynotes,workshops, and courses ranging from "The Ultimate Caregivers Toolkit", “Should I Save It or Shred It?”, and “Taming the Internet”. - Provide CEU-approved training to social workers and nurses on how to help clients turn the feeling of caregiving overwhelm into order. - Blog on key topics to help families and caregivers on DealingwithDementia.org which was named top blog of 2016, and 2017 by Healthline.- Appeared on The Dr. Oz Show, The Huffington Post, NewsChannel 8, WBAL, WCCO, WFCM, WMAL, and FOX; Bylined or interviewed on Dot Complicated, Aging Boomers, Heatlhline, Senior Care, Her Corner, and Bankrate.

WSB represents 200 recognized and notable individuals. - Teamed with CEO and SVP, Finance to define and implement future growth strategy that resulted in 25 percent revenue increase.- Created pricing and fee models for digital content offerings, quadrupling product line revenue in one year.- Directed, managed, and implemented new Web site incorporating Web 2.0 and video-rich solutions, resulting in a 20 percent increase in post-launch traffic.- Generated sales opportunities with sister companies, doubling accounts revenue in one year.- Created positioning, promotion, and sales for 200 exclusive speakers to support a 20-person sales team.- Developed and managed $980,000 budget and goals for business development and marketing programs.- Managed and developed a staff of ten.

Bransford Marketing Partners implemented tactical campaigns that impacted the bottom line. We focused on providing strategic and tactical support to help small and mid-sized companies grow. Specific engagements are listed below.

Developed product positioning, marketing strategy and implemented tactics to achieve lead generation and sales goals.

Created corporate positioning overview; developed Investor Relations web site upgrade strategy and plan; created and launched analyst and investor relations quarterly newsletter.

Provided project-based support for specific initiatives to include updating the sales presentation, product line pricing and technical collateral.

Managed and drove marketing programs and messaging to support continued growth. Developed budgets, partners and pricing to support the launch of a new product line as well as day-to-day management of staff.

Developed and implemented new brand and messaging supporting acquisitions. Built and drove marketing function within corporate structure. Created and launched collateral family, lead generation, media relations and corporate communications. Hired, trained and led marketing staff of 6.

Developed customer testimonial program that assisted in closing 40 percent of all new business. Designed and executed customer marketing program that resulted in a 150 percent increase in quarterly revenue.

Created and implemented marketing programs for a new product that represented 70 percent of total company revenue within five years. Defined and achieved a leadership position as by repositioning product line from client server to an ASP model reaching annual revenues of 20M.

Created, managed and directed annual PRSA Awards ceremony leading a small working group of other volunteers.

Developed, planned and executed direct mail campaigns for member recruitment, retention, and sales of non-dues revenue products and services. Implemented recruitment campaign resulting in a 43 percent growth in one year. Created all collateral, databases and programs supporting a fifty percent growth of member and non-dues revenues. Managed a staff up to six.

Directed all recruitment, development and retention for this 23,000-member organization. Developed new member categories and pricing strategies, resulting in an 18 percent increase in members. Implemented and managed internal communications on membership services and programs. Managed a staff up to ten.