CSA People

Congratulations CSAs!

We are immensely proud to honor and celebrate the remarkable achievements of the Certified Senior Advisors who have dedicated two decades or more to this esteemed role. Your unwavering commitment and profound expertise have not only shaped the landscape of senior advisement but also significantly enhanced the lives of countless older adults. Your 20-year milestone is a testament to your dedication, professionalism, and the profound impact you have made in your community. Today, we extend our deepest congratulations and heartfelt gratitude for your exemplary service and enduring dedication as a Certified Senior Advisor®.

Robert Atkinson 11/22/2004 Senior Health Solutions 20
Frank Benischeck 12/4/2004 Totus Tuus Consulting Inc 20
Gail Benton 3/12/2005 Senior Services, LLC 20
William Bianchi 11/13/2004 Bianchi Financial & Tax Services 20
Scott Bolthouse 2/17/2005 Lakeshore Senior Care 20
Charlotte Borop 12/29/2004 20
Laura Burt 6/11/2005 Laura E. Burt, CPA 20
Samuel Carpenter 12/4/2004 Carpenter Financial Services 20
Linda Cassel 7/15/2005 The American Baptist Foundation 20
Teresa Cassidy 5/31/2005 Seniors Complete Insurance & Financial Agency LLC 20
Paula Chesser 7/16/2005 Robert W. Baird & Co. Inc. 20
thomas Connors 6/16/2005 IFA 20
Steven Cozart 5/25/2005 Cozart Law Office, PLLC 20
David Cravens 10/2/2004 David Cravens Insurance Services 20
P Tony Currin 1/15/2005 Risk & Insurance Consultants 20
Donna Davis 8/27/2005 Health Planning Associates 20
Joe Davis 7/16/2005 Allianz Life 20
Andy Dlinn 4/29/2005 Senior Wealth Management LLC 20
Jacquelyn Dougherty 2/22/2005 Dougherty Financial Consultants, Inc. 20
Lisa Dunn 9/13/2005 Re/Max Results - The Change AGEnt Group 20
Nancy Dykeman 2/4/2005 Long-term Care Planning Consultants, LLC 20
Travis Echols 8/27/2005 Echols Financial Services 20
Wade Emerson 10/30/2004 Emerson Insurance Agency Inc. 20
Frank Esposito 6/11/2005 Expert Home Care 20
Scott Falkowitz 10/23/2004 Ameriprise Financial Services, Inc. 20
Jim Forbis 1/4/2005 CFH Financial Services, Inc. 20
Peggy Fortson 8/27/2005 Long Term Choices, Inc. 20
Brenda Fratesi 10/30/2004 NIBC 20
Mike Gann 11/5/2004 Advantage Retirement 20
Frank Garcia 10/2/2004 InsuranceKO 20
Stuart Gardner 8/1/2005 Charlotte Wealth Management, LLC. 20
Mirjana Goforth 4/23/2005 Premier Care Nurses of America 20
Linda Groves 8/13/2005 Linda J. Groves, CPA 20
Julie Guilliot 1/24/2005 Julie Guilliot, LLC 20
Allison Harris 8/2/2005 Imagine Insurance Advisors Inc. 20
Catherine Hatton 10/16/2004 Long Island Insurance Solutions 20
Brenda Hendrickson 12/3/2004 Frugal Brenda LLC 20
Irene Jackson-Brown 10/16/2004 Jackson-Brown Associates, LLC The Art of Eldercare 20
Richard Kelly 10/2/2004 Pinnacle Retirement Inc 20
David T. Kiefer 1/5/2005 New Beginning Financial Management 20
Lonnie Klein 4/23/2005 Bridging the Gap for Seniors 20
Kathy Kuzma 6/11/2005 NJV HUB Village 20
Al Leger 9/1/2005 Albert R Leger, CPA (APC) 20
Mark Leone 9/12/2005 Leone Wealth Management 20
Deborah Linscott-Windau 1/4/2005 Deborah Linscott-Windau 20
Allan Liu 2/18/2005 Strategic Insurance Services 20
Herbert Lively 8/27/2005 Herbert L. Lively Insurance 20
Nicole Luechtefeld 4/28/2005 Elder Advantage, LLC 20
Timothy McKeown 11/12/2004 McKeown Insurance 20
Greg McMullen 9/10/2005 McMullen Financial & Insurance Services 20
Ron Moody 8/27/2005 Oak Tree Financial Services, LLC 20
Joseph Morales 4/23/2005 J.R. Morales & Associates 20
Loraine Mussatti 3/5/2005 Loraine Mussatti 20
Nelson Oyadomari 3/29/2005 Primary Residential Mortgage, Inc. 20
Jeanette Pagliaro 9/10/2005 Visiting Angels 20
Georgina Pirrone 10/16/2004 GCP Financial LLC 20
Scott Plamondon 10/2/2004 Beacon Pointe Advisors 20
Roy Quick 5/11/2005 Primerica Financial Services 20
Thomas Rangel 6/11/2005 Knights of Columbus - Rangel Agency 20
Julia Roberts 11/9/2004 JHR, Inc. 20
Sherry Rush 7/7/2005 Angels of Elder Planning/HWK Law Group 20
Charles Paul Scheper 6/11/2005 Dench Financial Services 20
Paul Scheper 3/31/2005 Loangevity Mortgage 20
Jeffrey A Schwarck 9/12/2005 Jeffrey A Schwarck Financial Services Co. 20
Mark Sharifi 8/2/2005 Legacy Financial and Insurance Services 20
Eric Shore 1/4/2005 Crissman Mendenhall Steelman LLP 20
James Simmons 4/23/2005 Simmons Ventures LLC 20
James Smith 9/12/2005 Avantax Investment Services 20
Anthony Soans 9/1/2005 LPL Financial 20
Brian Stephens 10/30/2004 Davis & Associates CPA Firm 20
Roger Sulhoff 11/13/2004 Laveer Wealth Management 20
John Swierczewski 6/1/2005 Covenant Home Care 20
Robin Telesco 2/5/2005 Benefits Unlimited Insurance Services 20
Marc Terkel 7/16/2005 Samaron Agency, Inc. 20
Patricia Tyree 1/13/2005 Caring Call Connection, Inc. and Angel Nurse, LLC 20
Carole Waldchen 10/2/2004 Berkshire Hathaway Home Services Real Estate 20
David Webb 11/13/2004 Pioneer Financial Group 20
Michele Wimmer 10/2/2004 Wimmer Insurance Agency Inc 20
Richard Wotring 7/16/2005 Richard Wotring Insurance 20