Description

Senior Solutions is a vetted panel of trusted professionals offering guidance on the key decisions that come with aging. Topics include home care, financial planning, housing options, downsizing, estate planning, real estate transitions, and more. Bring your questions and gain practical, expert insight to help you plan with confidence.

Eleven Experts. One Family's Story. Every Question answered! 

Lorna Van Ackeren, Certified Geriatric Care Manager www.agingcareconcierge.net Provides personalized support to older adults and families, including care coordination, medication management, caregiver oversight, and advocacy through every stage of aging. 

Laura W. Patton, Attorney www.planningyourlegacy.net Specializes in trust administration and probate, guiding families through the legal process of settling estates and transferring assets. 

Dustie Robeson, Founder of Springbook www.myspringbook.com Helps families organize essential financial, medical, and personal information so loved ones are prepared to manage care and end-of-life transitions.

Susan Lucas, Licensed Insurance Agent (CA Lic. 0L70129), Medicare Specialist www.susanplucas.com Educates and guides individuals through Medicare options as an independent broker representing multiple carriers. 

Mark Halversen, CPA www.halversencpas.com Provides retirement and tax planning, including estate, trust, and gift tax strategies, helping seniors navigate complex financial decisions. 

Shari Maxwell, Director of Client Care brightstarcare.com/locations/lafayette-walnut-creek-oakland Supports seniors with personalized in-home care services, from daily assistance to skilled nursing, overseen by a Registered Nurse. Known for compassionate, reliable support. 

Andy Boggeri, Owner, AB Construction www.abconstructioneastbay.com Offers residential and commercial remodeling with a focus on accessibility, safety, and aging-in-place solutions. Known for honest, detail-oriented remodeling across the Bay Area 

Bryan Riddle, Owner, Care Placement Advisors www.careplacementadvisors.com Guides families in selecting appropriate senior living communities based on medical needs, lifestyle, and budget. Known for honest, reliable assessment 

Angela Wright, Owner, Wright Wealth Management www.getwrightwealth.com Provides investment and retirement planning, helping clients navigate major life and financial transitions with clarity. 

Dayna Wilson & Vincent Rossi, Keller Williams East Bay / Savvy Seniors www.dayrealestate.com | www.savvyseniorsliving.com Assist seniors with real estate transitions, downsizing, and relocation with a compassionate, full-service approach. 

Tammy Jo Borosky, founder/owner of CLEAR Organizing, https://www.clearorganizing.com

Reduces clients’ stress during downsizing and moving, offers comprehensive services from planning and packing to full-home setup and clear-outs

Stephanie Anderson, Anderson Bros. Movers www.andersonbrosmovers.com Trusted local moving company since 1976, specializing in senior relocations with a focus on care, professionalism, and reliability.