Senior Resource Guide
INSIDE •V aluable Resources • S enior Living Options • C ommunity Resources • Much More!
About Society of Certified Senior Advisors Our Mission
The Society of Certified Senior Advisors (SCSA) certifies professionals who work with seniors. The Certified Senior Advisor (CSA)® credential applies to professionals who are able to demonstrate their competence and knowledge of working with older adults into their professional practices. By creating a network of qualified professionals, SCSA strives to create a strong and safe environment for seniors and those working with them. The CSA certification and education programs are developed through a rigorous practice analysis/research study involving hundreds of professionals who work with the older adults from the academic community, industry practitioners, regulators, business and non-governmental organizations. Dually accredited by the American National Standards Institute (ANSI) and the National Commission for Certifying Agencies (NCCA), the CSA credential applies to professionals in all areas of the aging industry. SCSA is committed to maintaining the high standards of ANSI and NCAA accreditation by continually improving its certification and education programs. In order to maintain the CSA certification, individuals are required to demonstrate a commitment to high standards, continuing education, professional ethics, and trust. This sets the CSA credential holder apart from other practitioners working with older adults.
Our History The Society of Certified Senior Advisors (SCSA) was founded in 1997 by Ed Pittock, to develop an education program based on the expertise of renowned doctors, attorneys, gerontologists, accountants, and financial planners. This founding group held a shared vision: that seniors would benefit from an in-depth, standardized education for the professionals who work with them. The resulting program became the basis for the Certified Senior Advisor (CSA)® designation. Since then SCSA has continued its path to maintaining high standards of excellence in its certification program with accreditation from the American National Standards Institute (ANSI) and the National Commission for Certifying Agencies (NCCA), and by launching a rigorous research study involving professionals who work with seniors and senior issues from the academic community, industry practitioners, regulators and NGOs to ensure the CSA exam covers the practical real-world knowledge that those who work with seniors every day need, to meet the new challenges of a fast-growing, aging population. In January 2012 Professional Testing Inc., a leading developer of high performance credentialing and assessment programs, acquired SCSA further enhancing the education, training, and assessment development available to CSAs. The Society of Certified Senior Advisors • www.csa.us
Society of Certified Senior Advisors Visitor and Patient Information..................................... 2 Planning Your Stay ............................................................ 3 Preparing for Discharge................................................... 4 Volunteering Opportunities........................................... 5 Population Health Services Programs.................... 6-7 Special Programs and Services ...............................8-11 Emergency Care ...............................................................12
Directory of Resources Our comprehensive directory of community resources lists hundreds of housing, home care and professional resources. Prepared by Guide to Retirement Living SourceBook in an easyto-read format.
Retirement Communities.......................................16 Independent Living Communities......................18 Assisted Living Communities................................21 Nursing & Rehabilitation Centers........................27 Alzheimer’s and Memory Care..............................31 Home Care Providers...............................................32 Hospice.........................................................................39 Senior Resources.......................................................41
Copyright© 2015 by Greater Washington Publishing, LLC (GWP) in partnership with The Society of Certified Senior Advisors, 1800 Alexander Bell Dr., Suite 120, Washington Adventist, VA 20191. Phone 1-800-394-9990. The contents of this publication may not be copied or reproduced in any manner without express written permission of the publisher. Every effort has been made to assure the accuracy of all information published in the Virginia Hospital Center Senior Resource Guide. Greater Washington Publishing, LLC and The Society of Certified Senior Advisors assumes no liability for damages arising from errors or omissions. For information about advertising, circulation, or editorial content, call toll-free: 1-800-394-9990. All property advertisements in the The Society of Certified Senior Advisors Community Resource Guide are subject to the federal Fair Housing Act, which makes it illegal to advertise any preference, limitation, or discrimination because of race, color, religion, sex, handicap, familial status or national origin, or intention to make any such preference, limitation, or discrimination. State and local laws forbid discrimination based on factors in addition to those protected under federal law. The The Society of Certified Senior Advisors Community Resource Guide will not knowingly accept any advertising for real estate which is in violation of the law. All persons are hereby informed that all dwellings advertised are available on an equal opportunity basis. We are pledged to the letter and spirit of U.S. policy for the achievement of equal housing opportunity throughout the nation. We encourage and support an affirmative advertising and marketing program in which there are no barriers to obtaining housing because of race, color, religion, sex, handicap, familial status or national origin. www.csa.us • The Society of Certified Senior Advisors
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CSA CODE OF PROFESSIONAL RESPONSIBILITY Purpose The CSA Code of Professional Responsibility (the “Code”) was created to provide ethical standards and rules of conduct for all persons who are certified to use the Certified Senior Advisor (CSA)® credential. The Ethics and Disciplinary Council investigates formal complaints lodged against CSAs for alleged violations of the Code. The Ethics and Disciplinary Council reviews all complaint cases and disciplines CSAs when appropriate. For the purposes of this Code, a person who is certified is known as a CSA or Certified Senior Advisor. This Code applies to all CSAs. CSAs are required to comply with the Standards and Rules set forth in this Code. CSAs must also follow all rules and regulations for their profession that are promulgated by state and federal law, licensing boards, state agencies, companies, and industry organizations of which the CSA is a member. Most seniors are healthy, active, and alert. Yet, over time, some seniors may experience diminished physical and mental capacities — and may do their best to disguise these losses. Taken together, such characteristics make many seniors vulnerable to miscommunication, misunderstanding, and at worst, to being taken advantage of. As a result, CSAs are obligated to follow a high standard of professional conduct. By earning the CSA certification, professionals have taken an extra step to earn the respect and trust of their clients — especially seniors and their families.
Parts of the Code The Standards. The Standards define the ethical and professional conduct to which CSAs must adhere while carrying out their business activities. The Rules. The Rules are derived from the Standards. The Rules establish requirements for professional behavior that a CSA can readily apply to particular business situations.1,2 The Disciplinary Procedures. The Ethics and Disciplinary Council reviews complaints lodged against CSAs (“cases”) and takes appropriate action at the conclusion of each case review.
The Society of Certified Senior Advisors • www.csa.us
Resources to Meet Every Need
Professional Assistance May Be the Solution—No Matter What the Problem is
W
hen it comes to life’s biggest decisions, most challenging transitions, and largest opportunities, we generally turn to professionals for help. From planning a move to planning for the financial future, there are professionals who can help with every step of life’s journey. With an increasing number of credentialed professionals specifically trained to meet a diverse array of needs, there is generally a professional for that—no matter what that is. Many of these professionals work directly with Aging Life Care Managers to help clients achieve their best quality of life and to deliver the best possible results for families. In fact, in many instances, care managers will recommend professionals who become a vital part of a client’s care team. No matter what stage of life you find yourself in or what your age, there is never any reason to face life’s changes and challenges alone. Enlist the help of a professional and get the help you need. Some of the more prominent categories of professionals are detailed below. The tables on the following pages list dozens of options that are available in these and other categories. For specific information on available services, please contact the individual providers. Aging in Place Solutions Need to update your home to meet your changing needs? Want some help running errands? Have medical needs that require special equipment? There are individuals and businesses available to meet all your needs and allow you to remain safely in your home. Successfully aging in place frequently requires additional assistance from professionals to ensure that all daily needs are met and the home environment remains safe. Assistive Technology
Photo Credit: Debra Levy Eldercare Associates
In today’s connected world, we are all accustomed to turning to technology for solutions. Help managing the challenges that come with aging or disability is no different. There are many technologies that can help you with all types of needs—from staying in contact with family to hearing better. Technology professionals can help clients find specific technologies that can improve their living environments and their lifestyles. Downsizing/Moving Solutions Moving is one of life’s most monumental tasks. Add in the fact that many seniors have been in their homes for two, three, or more decades, and moving becomes even more daunting. Whether you need to declutter and downsize in preparation for a move to a retirement community, or just have your home deep cleaned to provide a safer living environment, there are professionals available to help. When it comes time to sell the family home, there are also professionals available to prepare the home and ensure that you get top market value. Medical Solutions Sometimes medical needs require the help of a specialist or a business that caters
to specific conditions or illnesses. Professionals can help you with a wide range of needs—from vision services to hospice care to mental health care and everything in between. Planning Solutions Planning ahead for financial and legal needs is important at every stage of life, but never more so than during retirement. Financial and legal needs frequently become more complex with age. You may need help with tasks ranging from paying bills and managing paperwork to estate planning and managing Medicaid. Professionals are available who specialize in each of these areas and can make meeting your financial and legal needs easy. Solutions for Professionals From Aging Life Care Managers to Elder Law Attorneys to assisted living and homecare providers, all professionals who work with senior clients and their families need specialized training to ensure that they have the most up-to-date information and education. Professionals who train their peers help to ensure that all seniors get the best possible assistance with all their needs.
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How Care Managers and Elder Law Attorneys Work Together Partnering our way through happily ever afters and the occasional horror story
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by Buckley Fricker, J.D., CMC
Elder Law attorneys focus much of their time on drafting documents to ensure for quality of life through Advance Directives. They also make sure the financial picture is handled according to the client’s needs. From revocable or irrevocable trusts to Power of Attorney documents (POAs) to naming joint or successor agents, Elder Law attorneys can handle all the legal needs of seniors and their families. Some Elder Law attorneys also act as a variety of agent-types, just like family members of clients. They can serve as Guardians, Conservators, POAs, and Trustees (hereafter simply known as “agents”). Sometimes the client’s family members are available to serve as agents, and do a great job. There are plenty of happily ever afters out there. Other times, though, there are no suitable family members available, either because there actually are none, or because they aren’t “suitable.” “Un-suitable” can result in a wide variety of scenarios, some of which are sadly comparable to either dark comedies or horror stories. Enter the Aging Life Care Manager also known as Care Managers or Geriatric Care Managers (GCMs). Aging Life Care Managers are professional guides and advocates for families who are caring for older relatives or disabled adults. On the national level, these professionals are represented by the Aging Life Care Association. Elder Law Attorneys Hiring Care Managers One common joint effort between Care Managers and Elder Law attorneys
occurs when the Elder Law attorney is the agent for an individual client. The attorney agent hires and directs the Care Manager to assess the client and come up with a care plan. Once the attorney approves the care plan, he or she hands the Care Manager the power of implementation. The Care Manager sets off on their gallant horse to ensure the best possible care for the client over sometimes quite treacherous terrain. Care Managers are often called upon to mediate family feuds, locate the best placement or secure home care for a client. They also make sure that care plans continue to be the best fit over time, as well as change course when needed. They make and attend appointments and procedures. Finally, they are the advocates in all sorts of circumstances: medical, entitlement benefits, social and emotional wellbeing and more. Planning Ahead for Care Management Needs A growing trend is for people who are having Estate Planning and Advance Directives drafted by an attorney to include language in anticipation of needing a Care Manager in the event of incapacity. For instance, a Care Manager may be needed if there is an illness or disability that leaves an individual unable to manage his or her own care. Many people realize that their “agent-family-memberin-charge:” a) likely has a job and a family of their own, and b) doesn’t happen to be an expert on elder care. Planning for the inclusion of a Care Manager’s assistance, if needed in the future, can be accomplished through elder law documents. Some documents can
The Society of Certified Senior Advisors • www.csa.us
Photo Credit: Buckley’s for Seniors
“direct” the agent to hire a Care Manager (meaning the agent pretty much has to hire one), and some documents state the agent “may” hire one. This distinction can have to do, for example, with whether the document is a POA, with “may/ suggest” type language, or a Trust, with “may, direct, or shall type language.” The estate planning client who may be interested in including Care Management planning should discuss reasons for differences in wording with their attorney. Scenarios where such a discussion may be necessary could include: the Client’s level of confidence in the agent (will they really do what I want them to?), or the client’s confidence in the future care budget (will my funds support making my agent hire a Care Manager, or should I just suggest it)? The Client-Centric Approach Whether through planning documents to arm the client with tools like Care Management Experts, or by hiring one themselves in their capacity as an agent, Elder Law attorneys can literally save the day. The Aging Life Care Association has a cavalry of Care Managers ready to make that happen. Thank you to the Aging Life Care Association™ for permission to share this information. You may learn more about Aging Life Care™ at aginglifecare.org.
Selecting a Senior Housing Option Retirement Communities Offer Something for Everyone Offering everything from lowmaintenance homes to luxury apartments, retirement communities in the South Central Region are as distinctive as their residents. Local retirees have a seemingly endless array of options to choose from when selecting their new home. However, before they can select the appropriate community, retirees and their loved ones should be sure to fully understand all the options. Learning the basic terminology used in the retirement living industry will help consumers begin to consider and compare options. The chart after this article features a list of communities that offer a variety of retirement living options. Continuing Care Retirement Communities The wide range of retirement living options starts with Continuing Care Retirement Communities (CCRCs), which generally feature care options ranging from independent living to long-term nursing care on one campus. Residents can transfer to higher levels of care as needed and enjoy a wide array of amenities and activities. CCRCs offer long-term contracts that guarantee lifelong shelter and access to specified health care services. Most CCRCs establish requirements for incoming residents based on age, financial assets, income level and physical health. Residents are typically expected to move in while they are still independent to get to know the community. In return for guaranteed lifelong shelter, amenities and health care, residents usually pay a lump-sum entrance fee and regular monthly payments. Independent Living Communities For seniors who want to leave the burdens of home maintenance behind, Independent Living Communities may be the ideal option. In addition to property upkeep, these communities also generally offer 24-hour security and activities to keep residents engaged.
Independent Living Communities are similar to any apartment, condominium or single-family development, except that they provide special services including security and activities. These communities typically offer a full range of activities such as shopping trips, outings to cultural events and organized gatherings that promote socialization. Many communities also feature tennis courts, swimming pools, activity rooms and other amenities to keep residents active and engaged. Assisted Living Communities Individuals who need assistance with the activities of daily living—including eating, dressing, walking, transferring and toileting—may want to consider an Assisted Living Community. In addition to daily assistance, these communities also offer activity programs to fit the interests of almost any resident. As opposed to Independent Living Communities, health care services are available at Assisted Living Communities. Residents of assisted living generally need some assistance with at least one of the activities of daily living. They may also need transportation assistance and help with housekeeping and laundry, all of which are typical offerings. Additional amenities can include private units, state-of-the-art facilities, beautifully decorated common areas, barber shops and beauty parlors, pharmacies, physical therapy services, recreation rooms, libraries, gardening areas, fitness centers, and many others.
the direction of a physician. Many facilities also offer sub-acute, respite, rehabilitation and other short-term care. Rehabilitation services can be especially helpful for individuals who are recovering from surgery or an illness. Choosing a Community After selecting the type of community that best fits their wants, needs and budget, retirees should start calling individual communities to request additional information. Communities will also likely have detailed websites, as well as staff members who will be happy to answer questions about the property. When researching potential communities, retirees should be sure to ask about admission and discharge criteria. Prospective residents should fully understand the entrance and monthly fees, as well as any additional fees that may be incurred. Finally, potential residents should ask about amenities, activities and resident involvement. Once they have narrowed their search down to a few communities, potential residents should plan on-site visits with friends or relatives. Only by visiting a community in person can individuals get a true feel for the lifestyle residents enjoy.
Nursing and Rehabilitation Centers Finally, whether for a short-term rehabilitation or a long-term medical stay, Nursing and Rehabilitation Centers are a vital senior living option. These centers are equipped to help residents heal and/or maintain their best quality of life and often feature a full schedule of activities. At a Nursing and Rehabilitation Center, care is administered by professionals under www.csa.us • The Society of Certified Senior Advisors
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Organization
Phone Email Location
District of Columbia Geriatric Care Mgmt & Services
Irene Jackson-Brown Jackson-Brown Associates, LLC The Art of Eldercare 202 722-4205 Artofeldercare@gmail.com Washington Healthcare Services
Margaret Mahoney Maggie Mahoney 202 237-5760 mmamahoney@verizon.net Washington Marti Bailey Sibley Memorial Hospital 202 660-5658 mbaile35@jhmi.edu Washington Patient Advocate
Melanie Gobourne Washington DC Healthcare Advocates 202 997-0772 info@wdcadvocates.com Washington Social Services
Barbara Hanson Recovery in Action 202 615-1288 hanson.barbara.a@gmail.com Washington MARYLAND Academia & Education
Margaret Foster Kennedy Krieger Institute 352 222-1599 margiejfoster@yahoo.com Columbia Accounting Services
Ahmed Eid Ahmed Eid, CPA 301 345-5727 eidcpa@comcast.net COLLEGE PARK Darlene J. Wills Wills Tax Services 301 933-4010 willsbiz@verizon.net Rockville Janet L. Bruchey Bruchey Tax Service LLC 410 242-2801 janetb8546@aol.com Halethorpe Nina Scherr Hertzbach & Co PA 443 471-2025 nscherr@hertzbach.com Owings Mills Caregiver Support
Marie O’Shea Edgewater Consulting Services
Catherine Larson-Buxton Windward Project Management 410 295-3936 clarsonhornpoint@aol.com Annapolis Charles Yancey One Stop Tax & Business Service 301 864-1920 cwcyancey@verizon.net Hyattsville Tierra Foster Oasis Senior Advisors 443 641-6047 tierra@oasissenioradvisors.com Pikesville Financial Planning/Services
Julia Catuara Catuara & Bell, Inc. 410 480-7162 JuliaACat@aol.com Columbia Melvin Brenner Melvin Brenner, CPA, CFP 301 942-4003 brennerm@hdvest.net Silver Spring Thomas Ogle PSA Financial 443 745-2370 togle@psafinancial.com Woodbine Geriatric Care Mgmt & Services
Gerrie Ann Cheng Gerrie Ann Cheng 240 505-1265 gerrieanncheng@gmail.com Olney 6
The Society of Certified Senior Advisors • www.csa.us
Organization
Phone Email Location
Government
Angela T. Burns City of College Park 301 248-7484 aburns@collegeparkmd.gov Fort Washington Healthcare Services
Wendy Kautz Wendy D. Kautz 410 212-7069 basketsorbust@aol.com Odenton Home Care & Companion Services
Abby Tor Brightstar 301 588-0859 abby.tor@brightstarcare.com Silver Spring Angela Propst Home With You, LLC 410 654-3300 apropst@homewithyou.net Owings Mills Lewis Myers IKOR of Central Maryland 301 255-0066 lmyers@rightathomemd.net Rockville Mary Campbell Love and Companion In-Home Care, LLC 240 581-2523 maryjc@loveandcompanioninhomecare.com College Park Naomi Turner-Jarvis Griswold Home Care 301 899-3200 naomi.turner@griswoldhomecare.com Suitland Paul Shoemaker IKOR of Central Maryland 888 415-7278 paul.shoemaker@ikorglobal.com Edgewater Phyllis Swinton Right at Home 443 835-4413 pfswinton1@gmail.com Baltimore Stephen Lorberbaum Assisting Hands of Potomac 301 363-2580 slorberbaum@assistinghands.com Bethesda Wendy Johnson Senior Helpers 301 592-1611 wjohnson@seniorhelpers.com Silver Spring Insurance & Financial Services
Connie Phillips Connie Phillips Insurance Inc 888 439-0479 cpi@insurance-financial.net Frederick Janet Maus Branch Insurance Advisors/Branch Financial Strategies 240 417-7372 life@branchinsurance.com Temple Hills Julia M. Rivas Smarter Advantage LTC 240 421-0491 julia@smarteradvantageltc.com Silver Spring Keith Griffin Tidewater Financial Group 443 257-0211 benefitrep@verizon.net Annapolis Michele Meliker PSA 443 540-4163 smeliker@gmail.com Owings Mills Robert Canter Jr. Knights of Columbus 301 952-0180 robert.canter@kofc.org Upper Marlboro Roy Quick Primerica Financial Services 301 442-9817 rdquickjr@gmail.com Lanham Life Management and Advocacy
Alfreda Brewer Opatz Health and Wellness Advocate 410 746-9489 alfreda.brewer.opatz@gmail.com Owings Mills Management
Sung Kwon Adventist Community Services North American Division 301 680-6437 Sung.Kwon@nad.adventist.org Silver Spring Patient Advocate
Elissa Abod Empower Healthcare Advocates, LLC 240 418-7289 eabod@healthadvo.com Rockville Personal Services
Dianne Lewis Phase 2 Solutions, LLC 301 686-8309 dlewis@phasetwosolutions.com Frederick Real Estate Services
Babielyn Trabbic
Metropolitan Realty Marketing Inc
301 502-2731
homesofmaryland@gmail.com
Gaithersburg
www.csa.us • The Society of Certified Senior Advisors
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Organization
Phone Email Location
Sue Kalons REMAX Results 301 698-5005 suekalonshomes@gmail.com Frederick Victoria B. Hathaway The Silver Group of The Bob Lucido Team of Keller Williams Integrity 410 979-4284 victoria.hathaway@me.com Ellicott City Religious Services
May-Ellen Colon Seventh Day Adventist World Headquarters 301 680-6729 colonm@gc.adventist.org Silver Spring Violetta Diamond Exodus Bible Institute 202 733-5443 ExodusBibleInstitute@gmail.com Hyattsville Wynelle Stevens Adventist Community Services 301 680-6148 wynellestevens@nadadventist.org Silver Spring Senior Housing
Alan LeMay Brightview Senior Living 410 788-5001 alemay@bvsl.net Catonsville Maya C. Garrett Loggins Cultured Pearl Services 301 577-3291 maya@gagroupconsulting.com Lanham Senior Placement Services
Charles Picard Care Patrol 301 852-9310 charles.picard@carepatrol.com Glenn Dale Cindy Evans CarePatrol 301 213-1521 cindyjahr@yahoo.com Odenton Jermaine Slade A Place for Mom 206 926-2058 jermaines@aplaceformom.com Baltimore Tracey Payne Oasis Senior Advisors 540 538-3638 tpayne@youroasisadvisor.com Fredericksburg Other Profession
Cary Hithon Lanham Donna A. Butman PhD Odenton Huong Pham Odenton Maurice DiPoli Maurice B. DiPoli Agency 301 645-5097 dipoli@comcast.net White Plains R. Paul Wood Gaithersburg Sue Sober Baltimore VIRGINIA Accounting Services
Jeffrey Hunter J. A. Hunter & Co. LLC 800 577-6037 jahunter@jahunterco.com Annandale Michael Fine Finesse Tax Accounting, LLC 703 812-4750 finessetax@gmail.com Arlington Consulting Services
Anita Tavakoli Benefits Advocates 703 395-1649 anitazt@verizon.net Sterling Heidi L. Garvis Caring Considerations 571 437-9396 heidi@caringconsiderations.com Merrifield Daily Money Management
Joy Gilstrap Personal Business Matters, L.L.C. 703 283-4753 joy@personalbusinessmatters.com Fairfax Wendy Pohanka Daily Money Matters, LLC 703 919-2504 wpohanka@aol.com Reston Valerie Mawdsley Smart Money Management-VA, LLC 703 609-1717 valerie@smartmoneymgt-va.com Falls Church 8
The Society of Certified Senior Advisors • www.csa.us
Organization
Phone Email Location
Elder Law
Christopher Bukowski Christopher Bukowski 703 635-9775 cambukowski@gmail.com Manassas Financial Planning/Services
George Englert Englert Financial 703 451-8890 george@englertfinancial.com Springfield Richard J. Gow Lara, May & Associates, LLC 571-405-3886 rgow@laramayllc.com Falls Church Wendy Payne Centurion Wealth Management, LLC 571 765-1888 wpayne@centurionwealth.com McLean Geriatric Care Mgmt & Services
Debbie Aggen Caring Considerations 703 307-7484 debbie@caringconsiderations.com Falls Church Healthcare Services
Elisabeth Russell Patient Navigator, LLC 703 281-4744 eschuler@patientnavigator.com Vienna Healthcare Services
Alice P. Paxton IKOR of the Greater DC Area 703 879-6992 alice.paxton@ikorglobal.com Arlington Home Care & Companion Services
Cheryl Rodakowski GraceFul Care Inc. 703 948-6642 crodakowski2@verizon.net Herndon Cliff Glier SenCura 703 880-2547 glier@comcast.net Chantilly Jaime Centrone SenCura 703 880-2547 jaime@sen-cura.com Chantilly Matrona Busch Oasis Advisor mbusch@youroasisadvisor.com Pat Williams GraceFul Care Inc. pat@gracefulcare.com Herndon Said Aliyev Virginia Home Care Services 703 822-5252 said@virginiahcs.com Vienna Jennifer C. Griffith Interim Healthcare jgriffith@interimhealthcare.com Ashburn Reem Aloul Brightstar Care 703 520-1050 reem.aloul@brightstarcare.com Arlington Anthony Moreau Griswold Home Care 703 712-8007 Anthony.Moreau@griswoldhomecare.com Mc Lean Insurance & Financial Services
Lawrence O’Brien O’Brien & Associates 703 279-3423 obrienclu@cox.net Fairfax David A. Herndon Mutual of Omaha 703 368-0138 david.herndon@mutualofomaha.com Manassas Margaret C. Stevens Stevens Retirement Solutions, LLC 540 931-1435 margies@stevensretirement.com Winchester Marwan Jabbour USA Financial Planning Partners Inc 703 821-7676 marwan@usafpp.com Centreville Todd Varney Bankers Life and Casualty Company 301 739-8590 todd.varney@bankerslife.com Winchester Marlene P. Woodyard Bankers Life & Casualty 703 945-7237 marlene.woodyard@bankerslife.com Chantilly Cynthia Medvick Asset Protectors 703 867-3477 cynthiamedvick@comcast.net Woodbridge Larry Whiteside LTC Planners, L.C. 703 568-9780 lwhite1028@aol.com Clifton Private Fiduciary
Patricia Manalio
Lake Ridge
www.csa.us • The Society of Certified Senior Advisors
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Organization
Phone Email Location
Real Estate Services
Deborah C. Miller McEnearney Associates 703 328-0143 debmillr@hotmail.com Fairfax Lynn M. Hoover McEnearney Associates 703 517-3570 lynn@lynnhoover.com Arlington Senior Care Case Management
Priscilla Castillo-Woyak New Hope Housing 571 438-4255 priscillahess@hotmail.com Burke Senior Housing
Connie Clem Greenfield Senior Living 540 623-5588 cclem@greenfieldseniorliving.com Falls Church Kevin Bonello Greenfield Senior Living 703 962-9125 kbonello@greenfieldseniorliving.com Arlington Mark Frazier Brightview Senior Living Melanie Hansen Hansen-Hughes, LLC 703 835-2508 mkhansen60@gmail.com Arlington Theresa Dixon Paul Spring Retirement Community 703 768-0234 theresa_dixon@rui.net Alexandria Senior Placement Services
Diane Doumas Elder Services Advisor 703 888-9557 dianedoumas@gmail.com Oakton Elisabeth Schuler Patient Navigator, LLC info@patientnavigator.com Mary E. Bergamini IKOR 703-327-3247 meberg1@gmail.com Aldie Social Services
Nancy E. Toward Inova Health System 240-606-2319 ntoward@hotmail.com Fairfax Tax Practioner
Barbara Vaughan Barbara E. Vaughan 571 338-5524 vaughanb@chesapeake.net Alexandria Other Profession
Robert Bell Alzheimer’ s Association Fairfax Kevin R. Griffith Herndon Ramona Deane All The Details ramona@allthedetails.com Robert Schmiesing Fairfax Samuel Eisen Fairfax WEST VIRGINIA Other Profession
Dennise Haymaker
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The Rivermark Group, LLC
The Society of Certified Senior Advisors • www.csa.us
304 724-3321
DRH2DENJOR@AOL.COM
Charles Town