illuminating the Road Ahead
Core Team
Our Core Team of Experts work together on behalf of our clients
to give you the full vista of planning for your future.
Our Unique approach
Collaborative Expertise
While each of our core team members has expertise in his/her respective fields, we take a unique approach to serving our clients. Our entire team consults with one another to determine how each aspect of planning may affect other facets of a client’s plans for the future. This integrated approach helps clients make the best decisions to enhance their lives now and in the years to come.
In addition, Senior Life Source is continually curating purposeful, compassionate experts to join us as panelists. This provides participants with the broadest view of planning for extended years.
The CORE Team
Meet Our Team
for themselves and loved ones.