Assisted Living and Senior Care Advisor
LISA HOLLIER, CSA® CERTIFIED SENIOR ADVISOR
President, Choice Connections of Virginia
Choice Connections of Virginia offers seniors and their families advisory and consulting services to help reduce the stress associated with searching for a retirement community—often at no cost. Families receive help in exploring and understanding available care options in the Richmond, Williamsburg, and Virginia Beach/Southside areas so they may find a “perfect fit” home that best suits their needs. Let Choice Connections’ Certified Senior Advisor help you find the perfect place to call home! Locally owned and operated.
LISA HOLLIER, CSA® CERTIFIED SENIOR ADVISOR
President, Choice Connections of Virginia
Choice Connections of Virginia offers seniors and their families advisory and consulting services to help reduce the stress associated with searching for a retirement community—often at no cost. Families receive help in exploring and understanding available care options in the Richmond, Williamsburg, and Virginia Beach/Southside areas so they may find a “perfect fit” home that best suits their needs. Let Choice Connections’ Certified Senior Advisor help you find the perfect place to call home! Locally owned and operated.
Reverse Mortgage Products
JIM WARNS
Reverse Mortgage Specialist NMLS #506555
Preserving assets, Improving cash flow & Ensuring liquidity in retirement
The federally-insured Home Equity Conversion Mortgage (HECM) program is available to homeowners 62 and older to borrow a portion of their home equity for any purpose: improve monthly cash flow by eliminating an existing mortgage payment, pay healthcare expenses, meet unexpected needs, or simply to provide a cash “safety net” for retirement. Recent changes to the program have made it more secure from the consumer’s standpoint, and a growing body of academic research is providing the basis for the adoption of various ‘HECM Strategies’ by financial planning professionals.
For many, the equity in their home represents their largest single asset. The HECM program allows qualified homeowners to put that asset to use to improve their quality of life while ensuring their ability to continue to live in the home they love.
Mutual of Omaha Mortgage is part of the Mutual of Omaha family of companies that has served Americans for over 100 years. They are a nation-wide mortgage lender and a Top-5 reverse mortgage lender. Equal Housing Lender; member of the National Reverse Mortgage Lenders Association; licensed by the Virginia State Corporation Commission. Corporate NMLS #1025894
JIM WARNS
Reverse Mortgage Specialist NMLS #506555
Preserving assets, Improving cash flow & Ensuring liquidity in retirement
The federally-insured Home Equity Conversion Mortgage (HECM) program is available to homeowners 62 and older to borrow a portion of their home equity for any purpose: improve monthly cash flow by eliminating an existing mortgage payment, pay healthcare expenses, meet unexpected needs, or simply to provide a cash “safety net” for retirement. Recent changes to the program have made it more secure from the consumer’s standpoint, and a growing body of academic research is providing the basis for the adoption of various ‘HECM Strategies’ by financial planning professionals.
For many, the equity in their home represents their largest single asset. The HECM program allows qualified homeowners to put that asset to use to improve their quality of life while ensuring their ability to continue to live in the home they love.
Mutual of Omaha Mortgage is part of the Mutual of Omaha family of companies that has served Americans for over 100 years. They are a nation-wide mortgage lender and a Top-5 reverse mortgage lender. Equal Housing Lender; member of the National Reverse Mortgage Lenders Association; licensed by the Virginia State Corporation Commission. Corporate NMLS #1025894
Financial Services
DAREL GALLAGHER
First Vice President - Investment Officer, PIM Portfolio Manager
Wells Fargo Advisors/ Member SIPC
Our focus is on taking care of our clients…not just their wealth.
Darel has been providing financial advice to families and small business for over two decades.
He is a graduate of the United States Military Academy National Guard as a helicopter pilot and Russian linguist. This include two combat area deployments. His initial entry into the financial world was as a preparer, office manager, and instructor for a tax firm.
Investment and Insurance Products are:
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. CAR-0322-01906
DAREL GALLAGHER
First Vice President - Investment Officer, PIM Portfolio Manager
Wells Fargo Advisors/ Member SIPC
Our focus is on taking care of our clients…not just their wealth.
Darel has been providing financial advice to families and small business for over two decades.
He is a graduate of the United States Military Academy National Guard as a helicopter pilot and Russian linguist. This include two combat area deployments. His initial entry into the financial world was as a preparer, office manager, and instructor for a tax firm.
Investment and Insurance Products are:
- Not insured by the FDIC or Any Federal Government Agency
- Not a Deposit or Other Obligation of, or Guaranteed by, the Back or Any Back Affiliate
- Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. CAR-0322-01906
In-Home Care
MARK SHEETS
Owner, Comfort Keepers
Comfort Keepers provides a range of companion and personal care services as well as home safety technology, tailored to each individual to assist with maintaining independence and quality of life in your own home.
Please contact us by phone or via e-mail for more information or to request a brochure. You can also visit our web site for more information and complimentary downloadable resources.
MARK SHEETS
Owner, Comfort Keepers
Comfort Keepers provides a range of companion and personal care services as well as home safety technology, tailored to each individual to assist with maintaining independence and quality of life in your own home.
Please contact us by phone or via e-mail for more information or to request a brochure. You can also visit our web site for more information and complimentary downloadable resources.
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Website: www.comfortkeepers.com/richmondwest-va_ Phone: 804-750-1123 Email: richmondwest@comfortkeepers.com |
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Medicare Insurance Specialist
JOHN SIMMONDS
Owner, Simmonds Financial Group
Creative thinking solves problems. That’s our experience.
Medicare is a challenging topic whether you are signing up for the first time; making changes due to a recent move or updating your drug plan due to changes in your health. At Simmonds Financial Group, we have over 35 years of experience teaching clients about Medicare, helping them understand their options and guiding them through the process of applying for coverage. SFG is a full service agency licensed with the major insurance carriers servicing the Richmond,
VA area. We are here to help you select and implement the best coverage based on your situation and objectives.
JOHN SIMMONDS
Owner, Simmonds Financial Group
Creative thinking solves problems. That’s our experience.
Medicare is a challenging topic whether you are signing up for the first time; making changes due to a recent move or updating your drug plan due to changes in your health. At Simmonds Financial Group, we have over 35 years of experience teaching clients about Medicare, helping them understand their options and guiding them through the process of applying for coverage. SFG is a full service agency licensed with the major insurance carriers servicing the Richmond,
VA area. We are here to help you select and implement the best coverage based on your situation and objectives.
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Residential Real Estate Sales
CATHY SAUNDERS
Senior Real Estate Specialist, Long & Foster
With more than 30 years of gerontology experience and more than 25 years’ experience in real estate, Cathy Saunders is uniquely qualified to find the best solutions for her clients. Cathy represents buyers and sellers in the City of Richmond and surrounding counties of Henrico, Hanover, Chesterfield, and Goochland. She has the CRS, ABR, GRI, SRES and Luxury Home Marketing Specialist designations and is also an Associate Broker. Call Cathy for all of your real estate needs and see why her business has grown by referrals.
CATHY SAUNDERS
Senior Real Estate Specialist, Long & Foster
With more than 30 years of gerontology experience and more than 25 years’ experience in real estate, Cathy Saunders is uniquely qualified to find the best solutions for her clients. Cathy represents buyers and sellers in the City of Richmond and surrounding counties of Henrico, Hanover, Chesterfield, and Goochland. She has the CRS, ABR, GRI, SRES and Luxury Home Marketing Specialist designations and is also an Associate Broker. Call Cathy for all of your real estate needs and see why her business has grown by referrals.
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Downsizing, Relocation, Estate Liquidation
KATIE HAMANN
Katie has served thousands of clients over her 17 years of helping older adults downsize and relocate. She was the Co-founder of Door to Door Solutions, which she sold in 2019.
If you are in need of resources and assistance with any and all activities related to a move later in life, when many decisions need to be made, and typically in a condensed amount of time, Katie can advise and direct you. Always willing to share her plentiful resources and expertise, she offers assistance and counsel to friends and colleagues to help them with all the stresses, questions and needs that arise during a later life move.
Since selling her company, Katie serves in an advisory capacity to this group.
KATIE HAMANN
Katie has served thousands of clients over her 17 years of helping older adults downsize and relocate. She was the Co-founder of Door to Door Solutions, which she sold in 2019.
If you are in need of resources and assistance with any and all activities related to a move later in life, when many decisions need to be made, and typically in a condensed amount of time, Katie can advise and direct you. Always willing to share her plentiful resources and expertise, she offers assistance and counsel to friends and colleagues to help them with all the stresses, questions and needs that arise during a later life move.
Since selling her company, Katie serves in an advisory capacity to this group.
Estate Planning and Medicaid Planning
AMANDA FOSTER
Attorney and Partner
Kimberly A. Pinchbeck, P.C.
Amanda J. Foster has been practicing law in Richmond, Virginia since 2007, and is a partner at Kimberly A. Pinchbeck, P.C. Her legal practice focuses on estate planning (including special needs planning), estate administration, and elder law (including guardianships). Amanda strives to give her clients peace of mind today, by planning for tomorrow, and comes alongside clients and their families with a mindset that each situation, each person, each family is unique.
Amanda is a member of the Metropolitan Richmond Women’s Bar Association, the National Academy of Elder Law Attorneys, and the Virginia Women Attorney’s Association, for which she has served as the state-wide Treasurer. She lives in Henrico with her husband and three children, and is a member at Mount Vernon Baptist Church, serving the community through her activities therein.
AMANDA FOSTER
Attorney and Partner
Kimberly A. Pinchbeck, P.C.
Amanda J. Foster has been practicing law in Richmond, Virginia since 2007, and is a partner at Kimberly A. Pinchbeck, P.C. Her legal practice focuses on estate planning (including special needs planning), estate administration, and elder law (including guardianships). Amanda strives to give her clients peace of mind today, by planning for tomorrow, and comes alongside clients and their families with a mindset that each situation, each person, each family is unique.
Amanda is a member of the Metropolitan Richmond Women’s Bar Association, the National Academy of Elder Law Attorneys, and the Virginia Women Attorney’s Association, for which she has served as the state-wide Treasurer. She lives in Henrico with her husband and three children, and is a member at Mount Vernon Baptist Church, serving the community through her activities therein.
Adult Day Care
HEATHER TURBYNE-POLLARD
CEO
Circle Center Adult Day Services provides a community-based congregate care option for older adults and their care partners. The Center’s mission is to provide comprehensive and individualized quality care for older adults during the day, enabling them to live at home, and to provide assurance and respite for those who help care for them. Now serving older adults from 8 surrounding counties and 3 cities in our region, CCADS has been a valued and affordable community resource since 1976. The Center operates on a person centered, wellness model of care, offering a wide variety of programs and services to address physical, social, psychological, cognitive, environmental, occupational, spiritual and financial needs. Participants have an enriched day with support for their health needs and care partners have respite or time to work without worry.
HEATHER TURBYNE-POLLARD
CEO
Circle Center Adult Day Services provides a community-based congregate care option for older adults and their care partners. The Center’s mission is to provide comprehensive and individualized quality care for older adults during the day, enabling them to live at home, and to provide assurance and respite for those who help care for them. Now serving older adults from 8 surrounding counties and 3 cities in our region, CCADS has been a valued and affordable community resource since 1976. The Center operates on a person centered, wellness model of care, offering a wide variety of programs and services to address physical, social, psychological, cognitive, environmental, occupational, spiritual and financial needs. Participants have an enriched day with support for their health needs and care partners have respite or time to work without worry.
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Home Modification and Maintenance
KAREN WISE
Wise Living
Karen started Wise Living after completing her certification in LIPI - the Living In Place Institute. Karen and LIPI’s mission is to make all homes accessible, healthy and safe, creating beautiful, functional, connected environments that improve lives and promote independence and dignity, for all ages and abilities. She coordinates the product selection and project management for her clients.
“Live Life on Your Terms” © 2015
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Advanced Funeral Planning
DONI KASHINEJAD
Director of Pre-planning for Nelsen and Woody Funeral Homes and Crematories
Dignity is dedicated to compassionately supporting families at difficult times, celebrating the significance of lives that have been lived, and preserving memories that transcend generations, with dignity and honor. We are here to provide you convenience, value and to satisfy your wants and needs by exceeding your expectations.
DONI KASHINEJAD
Director of Pre-planning for Nelsen and Woody Funeral Homes and Crematories
Dignity is dedicated to compassionately supporting families at difficult times, celebrating the significance of lives that have been lived, and preserving memories that transcend generations, with dignity and honor. We are here to provide you convenience, value and to satisfy your wants and needs by exceeding your expectations.
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Geriatric Care Management
COURTNEY PETLEY, LCSW, C-ASWCM
Geriatric Social Worker
CEO and Clinician
GeroPartners LLC provides geriatric care management services to families and professionals who are caring for older adults or individuals with disabilities. With expertise in aging issues, dementia, and mental health issues in older adults, we offer comprehensive assessments, individualized care plans, and links to appropriate resources. Our goal is to enhance older adults’ quality of life and independence to the greatest extent possible and provide peace of mind and support to those caregivers and professionals who care about them. In addition to care management services, GeroPartners provides psychological services (including diagnostic and decision-making capacity evaluations) performed by experienced, board-certified gero-psychologists.
We serve the Richmond Metro area, including the counties of Chesterfield, Hanover, Henrico, and the cities of Richmond and Colonial Heights. Please visit our website and contact us for more information or to schedule an assessment.
COURTNEY PETLEY, LCSW, C-ASWCM
Geriatric Social Worker
CEO and Clinician
GeroPartners LLC provides geriatric care management services to families and professionals who are caring for older adults or individuals with disabilities. With expertise in aging issues, dementia, and mental health issues in older adults, we offer comprehensive assessments, individualized care plans, and links to appropriate resources. Our goal is to enhance older adults’ quality of life and independence to the greatest extent possible and provide peace of mind and support to those caregivers and professionals who care about them. In addition to care management services, GeroPartners provides psychological services (including diagnostic and decision-making capacity evaluations) performed by experienced, board-certified gero-psychologists.
We serve the Richmond Metro area, including the counties of Chesterfield, Hanover, Henrico, and the cities of Richmond and Colonial Heights. Please visit our website and contact us for more information or to schedule an assessment.
Pharmacy: Senior Care Services
ANNE ANDERSON, RPh
Marketing Representative
Bremo Pharmacy
Small Pharmacy.....Big Hearts
The mission of Bremo Pharmacy is to help patients reach the best possible health through excellent Pharmacy Care. Bremo works to support all members of our community, providing access to products and services that aren’t readily available elsewhere. Whether organizing, packaging, or compounding your medication, or providing you with the home-health and mobility aids that keep you independent, we’re there for you.
To provide the best possible medication management, Bremo Pharmacy will synchronize the filling of ALL of your medications from ALL of your prescribers with SyncRX, which makes delivery FREE. We will also help you remember to take your medications by organizing and packaging them on blister packed calendar cards at no charge.
FREE delivery and FREE packaging of ALL your medications – we make medication management easy!
ANNE ANDERSON, RPh
Marketing Representative
Bremo Pharmacy
Small Pharmacy.....Big Hearts
The mission of Bremo Pharmacy is to help patients reach the best possible health through excellent Pharmacy Care. Bremo works to support all members of our community, providing access to products and services that aren’t readily available elsewhere. Whether organizing, packaging, or compounding your medication, or providing you with the home-health and mobility aids that keep you independent, we’re there for you.
To provide the best possible medication management, Bremo Pharmacy will synchronize the filling of ALL of your medications from ALL of your prescribers with SyncRX, which makes delivery FREE. We will also help you remember to take your medications by organizing and packaging them on blister packed calendar cards at no charge.
FREE delivery and FREE packaging of ALL your medications – we make medication management easy!
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Website: http://bremorx.com
Phone: (804) 288-8361 Email: anne.anderson@bremorx.com (for marketing and general questions) Email: bremorx.com/contact and click on SEND US A SECURE MESSAGE ( to send a message to a pharmacist that contains patient information) |
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Hospice Care
SHEILA STELLS
Hospice Clinical Liaison
MEDI Home Hospice
Have you ever considered gifting Hospice care to a patient in need? Everyone deserves a peaceful passing. This is the mission of MEDI Home Hospice. Hospice care is about adding quality of life to those facing a life-limiting illness, servicing both the patient and family with emotional and physical support. Medicare, Medicaid and VA benefits pay for hospice care at no cost. Most private insurances also pay for hospice services. Our special team of caregivers include physicians, registered nurses, chaplains, home health aides, social workers, trained volunteers, bereavement counselors and even physical, occupational and speech therapy as appropriate. MEDI Home Hospice is truly honored to be a part of this journey. Let us help!
SHEILA STELLS
Hospice Clinical Liaison
MEDI Home Hospice
Have you ever considered gifting Hospice care to a patient in need? Everyone deserves a peaceful passing. This is the mission of MEDI Home Hospice. Hospice care is about adding quality of life to those facing a life-limiting illness, servicing both the patient and family with emotional and physical support. Medicare, Medicaid and VA benefits pay for hospice care at no cost. Most private insurances also pay for hospice services. Our special team of caregivers include physicians, registered nurses, chaplains, home health aides, social workers, trained volunteers, bereavement counselors and even physical, occupational and speech therapy as appropriate. MEDI Home Hospice is truly honored to be a part of this journey. Let us help!
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Website: www.msa-corp.com/companies/medihomehospice.aspx Phone: 804-514-7633 Email: sstells@msa-corp.com |
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Veterans Pension Benefits
BETH JORGENSEN
Claim Support for Veterans
Claim Support for Veterans specializes in educating and assisting wartime veterans, spouses and their families to qualify for and receive a special pension from the Veterans Administration. Each family faces a unique set of facts, challenges and issues.
We educate retirees, veterans, widows, children and grandchildren through educational seminars. Additionally, we work with financial advisors, accountants, bankers, elder law attorney’s and other professionals about the issues facing the elderly and how - as a team - we can help deliver much-needed solutions.
VA pension benefits can provide a significant source of financial assistance for the care needs of Veterans and their spouses… but successfully applying for the benefits is challenging. Please contact me to begin a conversation relative to family concerns, timing, eligibility issues and our 3-step process.
We want you to be properly informed on these matters and to fully address any questions. Your family has important decisions to make. Let us help you.
BETH JORGENSEN
Claim Support for Veterans
Claim Support for Veterans specializes in educating and assisting wartime veterans, spouses and their families to qualify for and receive a special pension from the Veterans Administration. Each family faces a unique set of facts, challenges and issues.
We educate retirees, veterans, widows, children and grandchildren through educational seminars. Additionally, we work with financial advisors, accountants, bankers, elder law attorney’s and other professionals about the issues facing the elderly and how - as a team - we can help deliver much-needed solutions.
VA pension benefits can provide a significant source of financial assistance for the care needs of Veterans and their spouses… but successfully applying for the benefits is challenging. Please contact me to begin a conversation relative to family concerns, timing, eligibility issues and our 3-step process.
We want you to be properly informed on these matters and to fully address any questions. Your family has important decisions to make. Let us help you.
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Website: http://www.claimsupportforveterans.com/
Phone: 804-859-7617 Email: bjorgensen@claimsupportforveterans.com |
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Occupational Therapy
GARRETT MCLEES, MS, OTR/L
Co-Owner and Co-Founder, Mobile OT & Wellness Group
Garrett is passionate about serving the older adult population, and loves collaborating with his clients and their family members in order to maximize their quality of life and safety. In 2020, Garrett and his wife co-founded Mobile OT & Wellness Group to provide safe and quality occupational therapy services to the aging population in Richmond, VA.
The goal of Mobile OT & Wellness Group is to revolutionize how you experience rehabilitation.
Occupational Therapy (“OT”) can maximize your ability to engage in activities of daily living (also known as “ADLs”). If you are experiencing limitations in your ability to perform meaningful daily tasks, here are a few examples of how
Mobile OT & Wellness Group could help you:
· Provide training and recommendations on adaptive equipment
· Evaluate and treat upper extremity disorders
· Instruct in and upgrade a personalized home exercise program
We offer a holistic, client-centered approach to your health and wellness.
We tailor your plan to make it accessible and user-friendly from the comfort of your home.
GARRETT MCLEES, MS, OTR/L
Co-Owner and Co-Founder, Mobile OT & Wellness Group
Garrett is passionate about serving the older adult population, and loves collaborating with his clients and their family members in order to maximize their quality of life and safety. In 2020, Garrett and his wife co-founded Mobile OT & Wellness Group to provide safe and quality occupational therapy services to the aging population in Richmond, VA.
The goal of Mobile OT & Wellness Group is to revolutionize how you experience rehabilitation.
Occupational Therapy (“OT”) can maximize your ability to engage in activities of daily living (also known as “ADLs”). If you are experiencing limitations in your ability to perform meaningful daily tasks, here are a few examples of how
Mobile OT & Wellness Group could help you:
· Provide training and recommendations on adaptive equipment
· Evaluate and treat upper extremity disorders
· Instruct in and upgrade a personalized home exercise program
We offer a holistic, client-centered approach to your health and wellness.
We tailor your plan to make it accessible and user-friendly from the comfort of your home.
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