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| • Downsizing and Relocation Services • Financial Services • Home Care and Support • Legal Services • Mediation Services • Medical Services • | |
| Downsizing and Relocation Services | |
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Susan Orth, MBA, SRES
Susan holds numerous Real Estate designations, including the Seniors Real Estate Specialist (SRES), demonstrating her expertise in counseling senior clients through major financial and lifestyle transitions involved in relocating, refinancing, or selling the family home. She is also the author of "How to Make Your Realtor® Get You the Best Deal-New Mexico Edition." more info (505) 983-1557 SantaFe@SusanOrth.com www.santafesource.com |
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John Ruybalid, Mortgage Specialist
Quest Mortgage John is an expert with over 20 years in the mortgage industry, specializing in Reverse Mortgages to allow seniors a way to improve their financial situation while remaining in their home. He is active in the service of the Santa Fe community through the Rotary Club and membership in the National Reverse Mortgage Lenders Association. more info (505) 690-1029 ruybalid@msn.com www.NMReverseMortgage.com |
| Financial Services | |
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Marta Nystrom, CSA, CRFA
Marta is a Certified Senior Advisor and Certified Retirement Financial Advisor specializing in hands-on portfolio management and comprehensive financial reviews with a view towards helping seniors realize their estate and financial goals. She is an independent investment advisor rep and financial educator who has successfully counseled hundreds of seniors. more info (505) 473-9572 brilliantfinancialsolutions@yahoo.com |
| Home Care and Support | |
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Kathleen Dixon
The Pater Trail of Santa Fe Kathleen and The Paper Trail of Santa Fe has been assisting clients with their bill paying needs, and in understanding their financial accounts and Long-term care options, since 1994. Kathleen can also assist in overseeing nursing home care, understanding assisted-living communities and senior advocacy issues. more info (505) 471-4880 kadixon@att.net |
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Aaron Moskowitz
Octopus Enterprises Aaron Moskowitz is owner of Octopus Enterprises, a local business that helps seniors with a long list of services. From one-on-one computer coaching to organizing home office and living spaces, Octopus' personal assisting and task management will help simplify your life. more info (505) 699-0585 aaronjoel@hotmail.com |
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Nancy J. Oriola, LISW, CFP, NMG
Decades-Meeting the Challenges of Aging Decades, LLC, a Geriatric Care Management company since 2001, provides professional, high quality eldercare services. Decades helps families find the optimum health care, financial and legal services for all circumstances especially when they are complex and urgent. Decades advocates for seniors and their families by enhancing life through an integrative approach with compassion and caring. Nancy Oriola, CEO and Clinical Director of Decades, LLC, is a Licensed Master Social Worker, Certified Financial Planner and National Master Guardian. Nancy has 25 years of experience providing clinical and financial management to seniors. more info (505) 983-7787 noriola@decadesgroup.com http://www.decadesgroup.com |
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Paul Cantwell
Home Instead Paul Cantwell is owner of Santa Fe’s Home Instead. The company provides non-medical home healthcare primarily to seniors. Services include meal preparation, laundry, light housekeeping, errands, limited transportation, and personal assistance. more info (505) 471-2777 paul.cantwell@homeinstead.com www.homeinstead.com |
| Legal Services | |
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Shannon Bulman, J.D.
Bulman Law, P.C. Shannon Bulman has lived in Santa Fe since graduation from the University of New Mexico School of Law in 1989. She has considerable experience representing elders and their families in areas including Medicaid and benefits planning, estate planning, trust administration, probate, and guardianships and conservatorships. more info (505) 820-1014 shannonbulman@msn.com |
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Phil Saltz, Attorney
Phil received his law degree in 1960 and is active in the practice of law in both the States of New Mexico and California. His extensive background includes experience in securities, insurance and taxes, and he currently specializes in estate planning and reviews, and estate litigation. more info (505) 577-7395 p.saltz@comcast.net |
| Mediation Services | |
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David River, CSA, AP
River Mediation Services DAVID B. RIVER , a partner in River & Cadiz Mediation Services, LLC, has been a family mediator for over 12 years. He helps families negotiate difficult decisions including long-term care and estate planning and division. David can help prevent disputes, or at any time before or during legal action as a low-cost and low-stress alternative that helps maintain family relationships. He is the only nationally certified family mediator in the state of New Mexico (ACR). more info (505) 982-2624 david@rivermediation.com www.rivermediation.com |
| Medical Services | |
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Delori Brown
Walgreens Home Care Delori Brown is an Account Executive and Respiratory Therapist with Walgreens Home Care. She has 25 years experience in the medical field, 16 of those specializing in Home Medical Equipment. She is dedicated to helping clients meet their needs with respiratory and home medical equipment. more info (505) 577-1852 |