About Me

Hello. I am a full-fledged member of the Sandwich Generation as a parent of four grown children, a grandparent, adult child, adult son-in-law, and father-in-law; sometimes stumbling through the roles of each, learning with each misstep and hopefully passing on something in the process. 

At 24 years of age I took an interest in the relatively new field of financial planning and later earned my Certified Financial Planner designation in 1987. Those early years were difficult because as one client told me "you're too young to know anything."  I stubbornly persisted, and spent the last 34 years helping families plan for their future, focusing on estate plan design, and trust management for high net worth families.

But as my clients aged, I realized that while I helped them create plans such that their children would never have to write a check for them, I rarely involved the adult children in the difficult conversations that needed to be held about what happens when Mom or Dad aren't as independent as they are now. My clients were financially prepared, but their families were not.

Then in 2009 I became the Financial Caregiver to my own parents and gained a new appreciation for a role that I had only academic knowlege of. This led me to write a book on the subject called "What You Need to Know: The Adult Child's Guide to Becoming a Financial Caregiver" and that process ignited a passion in me to help families talk about money issues sooner than later.  I have now decided to shift the focus of my career to coaching families and their advisors to navigate the financial transitions of aging. I invite you and your family to walk this journey as well. You'll be glad you did, and so will they.

What is a Certified Senior Advisor?

The CSA certification and education programs are developed through a rigorous practice analysis/research study involving hundreds of professionals who work with the older adults from the academic community, industry practitioners, regulators, business and non-governmental organizations. Dually accredited by the American National Standards Institute (ANSI) and the National Commission for Certifying Agencies (NCCA), the CSA credential applies to professionals in all areas of the aging industry. SCSA is committed to maintaining the high standards of ANSI and NCCA accreditation by continually improving its certification and education programs.

In order to maintain the CSA certification, individuals are required to demonstrate a commitment to high standards, continuing education, professional ethics, and trust. This sets the CSA credential holder apart from other practitioners working with older adults.

For validation of my CSA credential, click this badge.

 

 

 

 

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