Our Team
Financial Services, Co-Founder of SRC
Rich Wallner, CFP, CLU. Rich is a holistic Certified Financial Planner and Advisor with 16 years experience.
Exercise/PT/Massage, Co-Founder of SRC
Carla Nazzaro, MBA, Director of Peoplefit At Home. Carla has 18 years of experience in the Senior/exercise arena.
Geriatric Care Manager
Geriatric Care Manager
Tracy Valletti, MS, CDP, Owner of Northeast Care Management and Consultants. Tracy has 20 years of experience with seniors.
Assisted Living
Elder Care/Estate Law Attorney
Geriatric Care Manager
Diane Robinson, Community Relations Specialist at The Delaney at The Vale. Diane has 20 years experience supporting seniors and their families.
Daily Money Manager
Elder Care/Estate Law Attorney
Elder Care/Estate Law Attorney
Gina Distefano, CFSWE, Founder and Owner of The Daily Money Manager.
Elder Care/Estate Law Attorney
Elder Care/Estate Law Attorney
Elder Care/Estate Law Attorney
Christina Vidoli, Esq. Christina has extensive experience helping seniors and their families with various types of legal issues.
Home Care
Home Organizer/Senior Move Manager
Home Organizer/Senior Move Manager
Tricia Gordon, CSA, CDP, Director of Community Relations for Purple Nurse Home Care Services.
Home Organizer/Senior Move Manager
Home Organizer/Senior Move Manager
Home Organizer/Senior Move Manager
Nancy Patsios, SMM-C, Owner of Sort It Out, LLC. Nancy has been a Professional Organizer and Senior Move Manager® for 10 years.
Hospice/Palliative Care
Home Organizer/Senior Move Manager
Hospice/Palliative Care
Lauriann Deely, has 30 years of experience in healthcare, specializing in geriatrics. She has been with Care Dimensions Hospice and Palliative Care for 8 years.
Memory Care
Hospice/Palliative Care
Sarah Turcotte, Area Community Liaison at Bridges by EPOCH is a Dementia Care Specialist with over 20 years experience.
Psychotherapist/Clinical Social Worker
To Be Announced
Realtor
Debbie Aminzadeh, Vice President, SRES, Realtor with J Barrett Realty. Debbie has over 10 years of experience helping seniors.