Caring specialists that tailor to your needs.
How are we Different?
We are purposefully a close group of caring people who meet monthly to discuss senior issues and plan for ways to better empower seniors. Each member of the group personally knows and does business with every other member. We constantly make referrals to one another and can trust that the client’s interests will always be placed first and the client will receive superior service.
Emphasis of personal interaction between members and with the client is enforced by the fact that “Moving Seniors Forward” only allows one person per service area to be a member of the group. This is advantageous because developing a successful plan or resolving a problem often requires professionals from more than one discipline of service working closely together.
What Geographic Areas do we Serve?
We primarily service the areas of Ventura County and the San Fernando Valley. Our members often service outside this area either in person or by referral.
Why Use Us as a Resource?
Our group has the support of, and is in partnership with, the City of Thousand Oaks Council on Aging and also with Senior Concerns, an organization that supplies adult day care and food services for the elderly. The members of our group are continually learning new and innovative ways of assisting seniors and are happy to share their information with others.
Real Estate Agent Focused on Senior Housing
I am a realtor with Prudential California Realty in Thousand Oaks and a long time resident of the Conejo Valley. I have earned the designation of Seniors Real Estate Specialist and was awarded the 2010 Outstanding Service Award. I enthusiastically bring a personally customized approach to meet the individual needs of senior clients and their families. My commitment to enhance the lives of seniors is demonstrated by co-founding “Moving Seniors Forward” Community Resource Network Group and serving on the Housing Committee for the Council on Aging for the City of Thousand Oaks.
Estate Planning Attorney
I graduated from Pepperdine University School of Law in 1980 and have a California real estate broker license. I am a life-long resident of Ventura County and have been the owner of my law firm since 1989. I believe in offering legal services with a personal touch of truly caring about clients and their individual situation and take great pride in the mutual trust that has resulted. Helping seniors has always been a passion and that is why I co-founded “Moving Seniors Forward” Community Resource Network Group.