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CSA Journal Board

CSA Journal Board

The award-winning CSA Journal is the leading professional publication in the senior market focusing on critical issues for aging adults.  This academic journal offers articles on the latest trends in aging in the areas of health, social, legal, finance and ethics. Meet the members of the CSA Journal Board: 

Erika Walker

Erika T. Walker, MBA, CSA - Chair

Erika T. Walker, MBA, CSA and CEO of SAGE WAVE Consulting, conducts strategic and business planning across the country with businesses and communities helping them to prepare for the growing aging population.  With over 25 years of experience, Ms. Walker has served as Director of the SAGE Institute and Director of Geriatrics at Greenville Hospital System.  Accomplishments include writing articles for and serving on the CSA Journal Editorial Board, national consulting and business planning for cities, counties, AAAs, SE4A, healthcare and entrepreneurs; replicating aging industry best practices, conducting cross industry focus groups and network teams; conducting workshops for wealth advisors and financial planners; presenting at AGS, ASA, AMDA and CSA national conferences; and serving as a faculty member on the n4a Aging Business Academy. For additional details on accomplishments and publications, please visit www.sagewave.net

Roy Barker

Roy Barker, CSA

Roy Barker, Business & Senior Living Operations Advisor, has spent his career working with businesses of all types to improve their sales and marketing strategies. He believes that any company can improve their financial position through expense management, managing employee turnover, and operational efficiencies. His other areas of expertise include processed-based efficiency, employee turnover analysis, and employee retention strategies.  For the past 19 years, Roy has consulted with Senior Living Communities to improve their resident services and optimize operations. He has proven to be instrumental in helping communities increase their occupancy by refining their sales processes, marketing strategies, marketing team development, and prospect seminars. Roy is a Certified Senior Advisor (CSA), CSA Journal Editorial Board member, past member of the Dallas Area Agency on Aging Advisory Council, and was a Certified Long-Term Care Ombudsman. Prior to his work with Senior Living Communities, Roy was an Investment Advisor with Morgan Stanley and a Manager of Construction with Southwestern Bell Telephone/AT&T.

 

Jill Bjerke

Dr. Jill Bjerke, BS, DC, CAPS

Dr. Jill Bjerke, BS, DC, CAPS is an internationally recognized expert with an unbridled passion for creating a safe and secure home to live in.  Dr. Bjerke is an aging in place (thriving at home!) and senior safety expert, advisor, speaker, author, consultant and entrepreneur.  She is CEO and Founder of Home Transition Solutions Group, which provides home transitions, downsizing, clutter elimination, and home safety and accessibility assessment services. She also is the creator of the Silver Spaces mobile app (Silverspaces.com), which puts the power of home safety assessments in the palm of your hand.

 

 

 

Stephen Endrizzi

Stephen Endrizzi, CSA

Stephen recently retired as President of ComForCare Home Care in St. Paul, Minnesota.  His career has included 40 years in sales at Lincoln Electric Company followed by 5 1/2 years at ComForCare.  ComForCare offers a wide range of service options to its clients, ranging from companion care to hands-on personal care coupled with transportation, and Private Duty Nursing for Med setups, wound care, and more complex care.  Stephen’s educational background includes a master’s degree from Kent State University and three certifications: Certified Senior Advisor (CSA), Certificate of Achievement Philips Lifeline GOSAFE Provider, and Readmission Prevention from the National Readmission Prevention Collaborative.   In addition, he serves as the Chair of the Minnesota CSA Leaders Network and has a goal to advance understanding of aging industry resources across communities.

Skip Frenzel

Jonn D. Frenzel, CSA, CFP, SRES

Skip Frenzel, owner of Agape Long Term Care, is a Realtor (SRES), a Certified Senior Advisor (CSA),a Certified Financial Planner (CFP) and a Generational Housing Specialist who works in the senior market with a focus on helping realtors and sharing his knowledge of long term care.

Since getting his real estate license in 1977 and broker’s license in 1979, Skip has been a realtor with the Santa Clara County Association of Realtors (formerly San Jose Real Estate Board). During that time, he worked for Stevens Creek Realty. Now owning a brokerage, Agape Real Estate, he does referral business only. 

In 1992 Skip became a Certified Financial Planner, obtained his securities licenses, and received his life insurance license allowing him to sell Long Term Care Insurance (LTCI) and annuities and sell CA Partnership LTCI. Skip worked with Reinhard, Werba, Bowen of San Jose and later with Royal Alliance Associates, part of AIG Group. He left Royal Alliance in 2007 to start his own business, Agape Long Term Care, specializing in services to seniors, realtors, and providing service in Long Term Care (LTC).   

Through planning, education and consulting, Skip works with a team of professionals to help realtors assist their senior clients and the children of these clients with senior related problems. Skip is an instructor for the Senior Real Estate Specialist (SRES) designation and shares his expertise through volunteer and advocacy work with a variety of organizations. Through his specialties as an SRES teacher, a CSA, and a CFP, he brings a broad range of knowledge to realtors. 

Born in Waynesboro, PA, Skip attended the University of Pittsburgh majoring in Aerospace Engineering, moved to California in 1970 and graduated from San Jose State University with a B.S. in Meteorology and an Aerospace minor. He was hired by The Flying Tiger Line in 1978, later bought by FedEx flying worldwide as a pilot on DC-8’s, Boeing 747’s, and finally MD-11’s. He retired from FedEx in 2004.

Skips awards include the 2013 recipient of Society of Certified Senior Advisor(r) Service to Seniors award in Community Citizen category and the 2013 Recipient of Senior Real Estate Specialist(r) Outstanding Service Award.

Jeff Henson

Jeff Henson

Geoffrey S. "Jeff" Henson, CLU, CFP, LUTCF, FLMI, ACS, ChFC, CPCU, AALU, AIAA, CSA, CASL, ChFEBC, AVP, GPM Life is located in San Antonio, Texas. He has a BA in English from the University of Michigan, Ann Arbor, was a three-letter scholarship athlete on the wrestling team, and a member of Druids - Junior Men's Honorary Society as well as a Member of Sphinx - Senior Men's Honorary Society and Phi Delta Theta Fraternity.

Jeff’s work history includes experience as a Ford Motor Company Management trainee, High School English Teacher and Wrestling Coach. His career includes serving in a litany of Insurance Home Office supervisory, managerial, recruiting and training positions. Jeff has worked as an insurance agent earning MDRT, NSAA, NQA, and HIQA awards. Jeff is NASD registered and has a Virginia Real Estate license.

He is a strong advocate of CE for insurance agents. Served on the Life Underwriter Training Council's Content and Technique Committee for Business Insurance Training, the Certified Financial Planners Board of Standards field testing CFP examination questions, Served on SCSA committees: Certification Council, Ethics and Disciplinary, annual Conference, Item Writing, Test Review, Cut Score Determination and Journal Editorial Board.

Joint fusions and replacements retired me from umpiring college and high school baseball and refereeing college and high school wrestling. Now, I enjoy the relatively quiet sports of golf and fly-fishing. My wife, Ann, and I celebrated our 50th anniversary in November, 2017.

 

 

 

Kelly Holiday

Kelly Holiday

Kelly Holiday is the Manager of Behavioral Health at EvergreenHealth in Seattle. She owns Eastside Wellness Counseling, where she specializes in the areas of self-care and recovery from burnout. She's also working on her Psy.D. at Cal Southern. Time off is spent watching classic movies, listening to audiobooks, enjoying time with family, friends and pets, and exploring Pacific Northwest back roads with her digital camera.

 

 

 

Helen Keit

Helen Keit, CRP, GMS, CSA, SRES, CLHMS, MBA

Helen Keit is a licensed real estate broker and part of the ownership group of Keller Williams Realty Landmark-the #1 real estate company in Queens, NYC, for the past 7 years.  The Keit Team is the top producing team for the company and Helen has been responsible for the sale of over 2000 properties over the past 25 years. 

 

Helen has developed many niche specialties over the years and created customized programs to ensure top-bar service for those she works with.  Designations include: Certified Relocation Professional, Global Mobility Specialist, Certified Senior Advisor, Seniors Real Estate Specialist, Certified Luxury Home Marketing Specialist. Helen also has an MBA in management and finance from Baruch College NYC.

 

Michelle Kunz

Michelle Kunz, CSA, MBA

Michelle Kunz is the President of Senior Financial Care Management, LLC, in North Palm Beach, Florida. Michelle worked as a finance professional for 35 years before moving to Florida, where she started a business to assist seniors and those facing difficult medical situations with the challenges they face as they age. She has a B.S. in Technical Writing from Polytechnic Institute of New York University and an MBA from Baruch College, City University of New York.  She is a member of the Society of Certified Senior Advisors and the Alliance of Professional Health Advocates. Currently, Michelle is on the steering committee for the Palm Beach Community Coalition to reduce hospital readmission rates and is a member of the editorial board for the professional journal of the Society of Certified Senior Advisors. In addition, Michelle is an expert on the prevention of hospital-induced delirium. As a volunteer, Michelle was a Long Term Care Ombudsman for the State of Florida.

Joel Mekler

Joel Mekler, CSA

Joel Mekler has more than 30 years of human resources and health insurance industry experience.  After a long and rewarding career in public service, Joel currently services as a Medicare counselor for the Pennsylvania State Health Insurance Assistance Program.  In this role, he advises Medicare beneficiaries, their families and caregivers on a wide array of Medicare options.  Joel has served as an insurance counselor during the start-up of the Affordable Care Act and the Medicare Part D Prescription Drug Program.  Most recently, Mr. Mekler has been involved in the roll-out of a Medicaid Managed care program known as Community Health Choices in Western Pennsylvania.  In addition, Mr. Mekler writes a weekly column called “Medicare Moments” for a local newspaper. Mr. Mekler received his certification as a CSA in 2011.

Scott Morrison

Scott Morrison, CSA

Eleven  years ago, Scott Morrison became the Owner/President of BrightStar Homecare in Johns Creek, GA.  BrightStar is a national franchise and Atlanta’s trusted, premier provider of private duty, in-home healthcare. Services range from companion care to skilled nursing.

Scott is a Certified Senior Advisor (CSA) and is a ready reference resource for all things “elder”.  He is a charter member of Design and Technology for Healthy Aging (D.A.T.H.A.) and is a frequent guest lecturer on a variety of aging issues at Georgia Tech , Georgia State and Kennesaw State Universities. Scott is an active member of the National Aging in Place Council (N.A.I.P.C.), Atlanta Chapter and is on their speaker’s bureau. He frequently councils elders and adult children on what is takes to “age in place” and how to finance care in the home.

Lisa Rill

Lisa Rill, PhD

Dr. Lisa Rill received her Ph.D. in Sociology at Florida State University with a specialization in health and aging, a Master’s degree in Sociology at Florida Atlantic University, and a Bachelor’s degree in Social and Behavioral Sciences at Indiana University. Before attending graduate school, she served as a Social Worker for five years in nursing homes, and a direct support professional for people living with developmental disabilities. During her time in graduate school, she taught classes in Sociology and Aging, interned at AARP, delivered food for Meals on Wheels, and volunteered at the local senior center. Dr. Rill currently works as Research Faculty for the Claude Pepper Center at Florida State University. Her research focuses on improving quality of life in long-term care settings. She is also an editorial board member for the Certified Senior Advisors Journal, a Certified Eden at Home Associate, a Steering Committee member for the Florida Pioneer Network, and member of the Florida Pioneer Network Provider and Consumer work-groups.  

Gordan Walker

Gordon Walker, CSA

Gordon Walker was the Chief Executive Officer for the Jefferson Area Board for Aging (JABA) in Charlottesville, Virginia from 1982-2012, presiding over all the operations, finances and development activities of JABA and nine subsidiaries. These non-profit and for profit entities provided a continuum of services including health care, housing, intergenerational community centers and assisted living. During his tenure, JABA received numerous national awards for its planning and service delivery initiatives. In 1995 and 2005 he represented the State of Virginia at the White House Conference on Aging.

He was an adjunct professor in the School of Nursing and the School of Education at the University of Virginia. He has served as president of several local and statewide organizations and was Chair of the Albemarle County School Board.

Currently Gordon is a project consultant to Senior Navigator’s Lindsay Institute for Innovations in Caregiving, to the Society for Certified Senior Advisors (SCSA), and AARP- Virginia and for Just Partner’s Inc., a Baltimore based non -profit, engaged with developing age friendly communities.

Prior to working at JABA, he was associate director of the Gerontology Center at Georgia State University, the deputy director of the Vermont Office on Aging and a legislative aide to the U.S. Senate Committee on Aging.

Gordon has a MS Degree from San Diego State University in City Planning and Urban Studies where he also received a BA in Public Administration. Additionally he has a certificate in gerontology from Georgia State University and he is a Certified Senior Advisor (CSA).

 

 

 

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