Helping seniors and their families is my passion and purpose. As a geriatric care consultant, I guide my clients through the various needs and challenges that can arise as we age.I have helped hundreds of families navigate these challenges. My five years of experience running senior living communities provides me with firsthand insight. And my own personal experience that led me to found this company provides me with a unique understanding and empathy (more on that at our… Show more Helping seniors and their families is my passion and purpose. As a geriatric care consultant, I guide my clients through the various needs and challenges that can arise as we age.I have helped hundreds of families navigate these challenges. My five years of experience running senior living communities provides me with firsthand insight. And my own personal experience that led me to found this company provides me with a unique understanding and empathy (more on that at our website).I have been in your shoes. I have experienced how it feels to be on the receiving end of life-changing care, as well as to be on the end of those providing it. Guiding you is my passion and expertise. I can help!Credentials:- Licensed RCFE Administrator- Certified Dementia Practitioner (CDP)- Certified Senior Home Safety Specialist® (SHSS)- CPR, AED & First-Aid certified Show less

For more than 40 years, Marion Consulting, LLC has assisted families with wealth preservation and legacy planning.We design and implement state of the art strategies for our clients in the areas of estate planning, philanthropy, life insurance, business succession, executive retirement benefits, core employee benefits, and investment management.Credentials:- Certified Financial Planner® (CFP)- CA Life & Health Insurance License- Notary Public

• Grew census from 75% to 90%• Increased revenue by 33%• Increased EBITDAR by 27%• Reduced contract labor costs by 32%• Directed all community staff (60+) and supervised leadership team (7) • Managed $8M+ of annual revenue• Built and maintained relationships with families, professionals, authorities, etc.

• Oversaw performance of a cluster of three facilities in California market• Reported to company president with financial and clinical results• Visited cluster facilities to analyze and improve operations• Taught and reinforced culture with leaders and staff members• Helped cluster partners develop strategies for improvement• Guided cluster through first full year of the Covid pandemic

• Best profit margin in CA cluster in 2017, 2018 & 2019• Best occupancy in CA market in 2018• Full responsibility for P&L• Provided direction for all community staff (40+) and supervised leadership team (6)• Developed and implemented all sales and marketing strategies• Created and maintained the operational budget and plans for capital expenditures• Communicated with all families, professionals and authorities to resolve issues• Set vision for the operation and… Show more • Best profit margin in CA cluster in 2017, 2018 & 2019• Best occupancy in CA market in 2018• Full responsibility for P&L• Provided direction for all community staff (40+) and supervised leadership team (6)• Developed and implemented all sales and marketing strategies• Created and maintained the operational budget and plans for capital expenditures• Communicated with all families, professionals and authorities to resolve issues• Set vision for the operation and fostered company culture• Ensured compliance with all local, state, and federal regulations Show less

• Lead families, individuals and businesses through the financial planning process • Create and deliver presentations to clients and advisors• Maintain relationships with referral sources including advisors and existing clients• Build financial models and synthesize complex information into reports for clients and strategic partners• Guide clients through retirement planning, family wealth transfer, estate planning, business succession, life insurance planning, executive… Show more • Lead families, individuals and businesses through the financial planning process • Create and deliver presentations to clients and advisors• Maintain relationships with referral sources including advisors and existing clients• Build financial models and synthesize complex information into reports for clients and strategic partners• Guide clients through retirement planning, family wealth transfer, estate planning, business succession, life insurance planning, executive benefits and various other disciplines Show less

• Develop marketing strategy each quarter and manage budget• Oversee all digital marketing efforts including website, blog, social media, articles and mailing list• Create presentations and participate in meetings with clients and advisors • Analyze market data and prepare quarterly performance reports for client review • Author original articles for industry-related publications • Write, edit and proofread marketing materials to be sent to clients, prospects and referral… Show more • Develop marketing strategy each quarter and manage budget• Oversee all digital marketing efforts including website, blog, social media, articles and mailing list• Create presentations and participate in meetings with clients and advisors • Analyze market data and prepare quarterly performance reports for client review • Author original articles for industry-related publications • Write, edit and proofread marketing materials to be sent to clients, prospects and referral sources • Follow-up with clients and advisors to draw out referrals for new business • Implement and oversee quarterly gift campaigns and other outreach efforts Show less

• Manage financial and medical underwriting for new business• Liaison between clients and financial carriers • Correspondence with clients, financial carriers, and other parties to resolve problems • Director of company-wide paperless transition, decreasing storage costs by 50% and increasing operations efficiency