By earning the SRES® Designation, I have demonstrated the necessary knowledge and expertise to counsel clients age 50+ through the major financial and lifestyle transitions inherent in relocating, refinancing, buying, or selling a home.


I work with everyone including your family members involved to help you make the best  choice.

My consultations are complimentary!

I can explain or give you referrals to trusted experts in:

  • Specialized financing options, including accessing pensions, 401K accounts, and IRAs for real estate transactions
  • Additional financing options, including reverse mortgages
  • Real estate as an investment vehicle, including the 1031 Exchange
  • Tax options, including senior exemptions on property taxes

Are you considering selling your home?

I can create a customized approach to marketing and selling your property.   I can also connect you with referrals for people to assist with:

  • Inspection
  • Repairs
  • Landscaping
  • Cleaning
  • Decluttering
  • Staging*
  • Photography*
  • Packing
  • Referrals to trusted Realtors® in other locations
  • Moving, and more


Senior Programs & Organizations