Our members care about seniors and specialize in areas that affect their lives. We work together to offer solutions in a wide variety of areas. Scroll down the page to meet us!
 Leanne Brisbin, CFP®, CEBS
Daily Financial Paperwork
Your Daily Money Manager, LLC
263 Hogans Valley Way
Cary, NC 27513
(919) 641-3745
Leanne@yourdmm.com
www.yourdmm.com
 Bob Curtis
Funeral Advanced Planning Insurance Rep
Mitchell Funeral Homes & Raleigh Memorial Park
7209 Glenwood Avenue
Raleigh, NC 27612
(919) 783-7128
robert.curtis@sci-us.com
 Tim Nordgren, J.D.
Estate Planning & Estate Administration, Legal Services-Wills, Trusts and Powers of Attorney
Brady, Nordgren, Morton & Malone, PLLC
2301 Sugar Bush Road, Suite 450
Raleigh, NC 27612-3339
(919) 782-3500
tim@timnordgren.com
www.bradynordgren.com
Stephanie Sanderoff
Director of Community Relations
Sunrise Senior Living of Raleigh
4801 Edwards Mill Road
Raleigh, NC 27612
(919) 787-0777
raleigh.dcr@sunriseseniorliving.com
www.sunriseseniorliving.com
Cheryl Theriault, LCSW, MSW, RG, CMC
Geriatric Care Manager
Aging Family Services
4812 Six Forks Road, Suite 110
Raleigh, NC 27609
(919) 781-5979
cheryl@agingfamilyservices.com
www.agingfamilyservices.com
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Securities and Advisory Services offered through Commonwealth Financial Network, Member FINRA, SIPC, A Registered Investment Adviser
This communication is strictly intended for individuals residing in the states of AZ, CA, FL, MD, ME, MI, MO, NC, NY, OH, PA, SC, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. |
 J. Gregory Wallace, Esq.
Elder Law: Advance Directives, Guardianships, Wills, Special Needs Trusts, and Long-Term Care Planning
Monroe, Wyne & Wallace, PA
3225 Blue Ridge Road, Suite 117
Raleigh, NC 27612
(919) 876-1400
jgwallace@ncelderlaw.com
www.mwwlaw.com
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Jane Campbell, LUTCF, CSA, CLTC 
Lance Canada, CSA
Diana Gore
Jay Hamre
Crystal Hendley
Morgan Lamphere
Corny Motsinger & Peg Guild
Bonnie Yarsin