Partnerships

“As the owner of Assisted Living Locators in St. Paul, I provide a no-cost, personalized senior placement and referral service to my community. Leveraging my extensive experience as a Hospice Liaison, I am prepared to offer comprehensive care options, resources, and information. My passion for serving seniors and their families stems from the rewarding experiences I've had and the firm belief in their right to a secure, comfortable life. As a part of the Assisted Living Locators team, I am eager to extend my unique expertise and commitment to seniors and their families in St. Paul and the surrounding areas.

At Simplify Wealth, the Personal Wealth CFOs help clients manage the complexities of their wealth. As a Virtual Family Office, they proactively manage the details of the clients’s financial lives, giving them more time for other priorities and activities they enjoy. They design and maintain effective processes to ensure smooth operations, even during life transitions such as death, divorce, or sale of a business. The Personal Wealth CFO leadership provides coordination of professional advisors, financial oversight, and management of financial transactions executed through the Virtual Family Office.

Is an independent partner. They provide Wealth Concierge Services for clients who seek assistance in managing their finances and their household, due to aging, health challenges, or lifestyle reasons. They work one-on-one with our clients to understand their needs and develop customized solutions to assist with a wide variety of personal household tasks. Processes, timelines, and communication strategies are developed and implemented to ensure each client feels secure in knowing their ongoing needs will be met.