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Ernie Castro, Mutual of Omaha Mortgage

Ernie Castro has spent over a decade of his career originating reverse mortgage loans in the DC Metro area. His expertise, understanding, and ability to work through complex problems has helped him close nearly 400 loans. For the past 30 years, Ernie and his wife Marjorie have lived in Oakton, Virginia. They have three adult children living and working in the area. 

“I have never left the closing table of a reverse mortgage without the feeling that we have accomplished the right solution for my clients." - Ernie Castro

 
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Tom Shipe, Senior Real Estate Specialist (SRES)

Tom Shipe came to real estate from a career in the corporate world and service in the Air Force. He has built a top producing real estate business here in Northern Virginia over the last 15 years, which has included management roles at Long & Foster as the need arose. Tom recently returned to the classroom to gain his senior real estate specialist (SRES) certificate and now spends much of his time serving senior’s in downsizing, relocation and Aging In Place.

Call: (703) 946-4844 |  (703) 790-1990

 Long & Foster, Realtors, 1355 Beverly Rd. Suite 109, Mclean, VA 22101

Visit: tomshipe.com

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HARBY TRAN, Senior Living Advisor

When you or your loved one begins searching for living arrangements suited to your care needs, the process can quickly become intimidating. Oasis Senior Advisors offers free, community-based senior housing assistance in finding a place just right for you or your loved one. Certified Senior Advisor, Harby Tran, uses his knowledge of local resources and his proprietary OasisIQ™ software to work with you and your family to help match you with the senior living options that suit your needs and preferences. His personal one-on-one approach allows him to advise seniors and their families with compassion and informed data based on lifestyle, location, finances, health conditions, and more.

Call: (703) 638-8629

Visit: Oasis Senior Advisors

 
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Ellen Hughes, owner, Assisting hands home care

Ellen has lived and worked in Northern Virginia for more than 40 years.  She started Assisting Hands Home Care in Reston, VA out of a desire to offer personalized in home care services to support the elderly, disabled, post surgical and other clients needing assistance with their activities of daily living. Assisting Hands supports an individual’s choice and preference to be in their own home in order to maintain their dignity and independence.  All of her caregivers are employees of the company and are licensed, bonded, insured and background checked.  She services the Northern Virginia area with specific focus on Fairfax County.

 

Christy Plunkett-Barese, Wealth Management Advisor

Christy is a passionate Wealth Management Advisor dedicated to helping others feel empowered.

Before moving to Northern Virginia in 2000, Christy was born and raised in South Carolina, she developed an early interest in how money works because it represented independence.

With a keen interest in working with women, individuals, and families, Christy has garnered substantial experience in helping her clients to navigate life events such as divorce, blended families, and changing careers. She believes in educating her clients and distilling complex financial topics into terms everyone can understand.

Following a successful career in the nonprofit industry with The American Red Cross and The Leukemia & Lymphoma Society, Christy has dedicated her work to helping others and finds it incredibly rewarding to help people feel financially empowered.

Presently, Christy is involved in the Central Fairfax Chamber of Commerce, the Northern Virginia Estate Planning Council, Lake Braddock PTSA, and serves as a member of the Board for Rebuilding Together Fairfax-Arlington. She is passionate about being involved in her community.

Outside of her professional life, Christy lives in Fairfax County, VA with her husband, teenage son, and their family Basset Hound. She enjoys reading, wine tasting, drinking coffee and spending time with family and friends.

 

Christine Dolan, Founder & CEO, C. Dolan & Associates

Christine is a Daily Money Manager with a passion for assisting clients who feel stressed and overwhelmed navigating their financial matters, or who are simply too busy to handle it all. Clients include seniors struggling to keep up with their financial paperwork; adult children of those seniors trying to help their parents cope while remaining independent; high net worth individuals; busy professionals juggling careers and families; and organizations without the time, staff and expertise to manage these monthly challenges themselves.

Call: (703) 868-8664

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Lisa Humes, Licensed Insurance Agent

Lisa came into insurance after 30+ years in healthcare. She started helping others while growing up in a small rural community. She continues to bring value to her clients through counseling, needs assessment, and education regarding different insurance with many carriers or company options. These include Medicare, prescription plans, final expense life insurance and more. Meeting clients needs and budget are all part of the process to put the package together.

Quote Health Plans | Quote your Medicare Plan| Quote your GeoBlue Travel Health Plan

Call: (703) 307-0090

10611 Balls Ford Rd St 280 Manassas, VA 20109

Visit: healthmarkets.com/LHumes

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Adele Logan-galen, Owner & Senior Move Manager, Smooth Move Managers

As the adult child of elderly parents who have moved four times in the past 25 years, Adele Logan-Galen is intimately aware of how stressful and disorienting moves can be for senior citizens. As a result, she puts her clients' needs first and does her utmost to ensure that they are comfortable with every step of the process.

Adele is a trained senior move manager, a member of the National Association of Senior & Specialty Move Managers (NASMM), and has worked for two separate Northern Virginia senior move management companies before branching out on her own.

 

RUTH PEGERON, PRESIDENT, LAY TO REST SERVICES LLC & CERTIFIED FUNERAL CELEBRANT

RUTH PEGERON is Founder and Owner of Lay To Rest Services, LLC. The purpose of our business is to educate clients as well as provide services and products that are focused on end of life and death. We provide funeral planning to our clients well ahead of their death, when death is imminent, and when a death has occurred. We provide seminars, coaching and training to professionals in senior services, organizations, non-profits, businesses, and religious establishment. We are experienced and knowledgeable in multi-cultural rituals, and religious customs in the death care industry. We are subject matter experts on celebration of life, memorial services, and funeral planning inclusive of memorial products, cremation options, full body burials and end of life needs for the most common religions, and ethnic rituals.

 

Andrea Bryk, Estate Planning Attorney for Working Families

Andrea is the founding attorney at the Bryk Law Firm, a law firm dedicated to protecting the assets, both right now and later, of working families. An avid reader of Jane Austen as a child, Andrea was struck by how every story revolved around the uncertain financial future of the heroine: if she didn’t receive a substantial inheritance, her future depended on landing a wealthy husband. Andrea believes each of us needs to understand and take control our financial circumstances, as well as being prepared for unthinkable disasters. Andrea finished law school during the 9/11 attacks and saw that while thousands of lives were lost, thousands more faced uncertain futures. And it was the heroes, the ones running into the destruction, who were disproportionately impacted. Of the 480 emergency responders who died that day, only a handful had a Will or estate plan. Their grieving families dealt with protracted, costly, and emotionally destructive probate and litigation, adding unnecessary pain to their trauma. At the Bryk Law Firm we don’t want anyone blindsided by the rules or processes associated with protecting or transferring assets.

Andrea is a 2003 graduate of The Catholic University of America Columbus School of Law.