Real People Helping in Real Ways
Ernie Castro, Cornerstone Home Lending
Ernie Castro has spent the last 11 years 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
Visit: houseloan.com
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.
Long & Foster, Realtors
1355 Beverly Rd. Suite 109
Mclean, VA 22101
Call: (703) 946-4844
Office: (703) 790-1990
Visit: tomshipe.com
HARBY TRAN, Certified Senior 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.
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.
Peggy H. Montgomery, CFP®, CRPC®, Vice President, The Group AG, Merrill Lynch, Pierce, Fenner & Smith Inc.
The Group AG
Vice President
Wealth Management Advisor
Portfolio Manager
Merrill Lynch, Pierce, Fenner & Smith Inc.
1152 15th St. NW, Suite 6000 Washington DC 20005
202-659-6071 office
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.
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.
DAWN M. DALE, JD, LL.M, CFP®, ATTORNEY and CO-FOUNDER, SAGETRUST LAW GROUP, PPLC
Prior to starting SageTrust Law in 2016 with her business partner, Lori G. Booker, Dawn M. Dale spent 23 years ably assisting senior citizens and others in with their estate planning and trust administration needs. SageTrust offers holistic estate planning, asset protection planning, business planning, estate and trust administration, professional fiduciary, tax and family office services for individuals, families and business owners. Their affiliated accounting practice can also assist clients with tax return preparation and IRS matters. They have a unique and diverse perspective from their work in Big Four accounting firms, trust and private banking, family office firms and as in-house counsel.
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.