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ERNIE CASTRO, AMERICAN ADVISORS GROUP

Ernie Castro has spent the last 11 years of his career originating reverse mortgage loans in the DC Metro area. His expertise, understanding, and ability to work through complex problems has helped him close nearly 400 loans. For the past 30 years, Ernie and his wife Marjorie have lived in Oakton, Virginia. They have three adult children living and working in the area. 

“I have never left the closing table of a reverse mortgage without the feeling that we have accomplished the right solution for my clients." - Ernie Castro

Visit: aag.org 

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CONTACT ERNIE
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TOM SHIPE, SENIOR REAL ESTATE SPECIALIST (SRES)

Tom Shipe came to real estate from a career in the corporate world and service in the Air Force. He has built a top producing real estate business here in Northern Virginia over the last 15 years, which has included management roles at Long & Foster as the need arose. Tom recently returned to the classroom to gain his senior real estate specialist (SRES) certificate and now spends much of his time serving senior’s in downsizing, relocation and Aging In Place.

CONTACT TOM

Long & Foster, Realtors
1355 Beverly Rd. Suite 109
Mclean, VA 22101

Call: (703) 946-4844
Office: (703) 790-1990

Visit: tomshipe.com

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MATRONA BUSCH, CERTIFIED SENIOR ADVISOR

Growing up near Pittsburgh, Certified Senior Advisor Matrona Busch learned the value of helpful neighbors and friends at an early age. She went on to graduate from Penn State University, relocated to the Fairfax area, and enjoyed a successful career in telecommunications for almost 30 years. As she began the search for her second career, she explored opportunities where she could make a difference in people’s lives and truly help others. That was exactly how she landed on senior advising services. 

Call: (703) 638-8629

Visit: oasissenioradvisors.com/fairfaxcounty

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CONTACT MATRONA

ELLEN HUGHES, OWNER, ASSISTING HANDS HOME CARE

Ellen has lived and worked in Northern Virginia for more than 40 years.  She started Assisting Hands Home Care in Reston, VA out of a desire to offer personalized in home care services to support the elderly, disabled, post surgical and other clients needing assistance with their activities of daily living. Assisting Hands supports an individual’s choice and preference to be in their own home in order to maintain their dignity and independence.  All of her caregivers are employees of the company and are licensed, bonded, insured and background checked.  She services the Northern Virginia area with specific focus on Fairfax County.

CONTACT ELLEN

Call: (703) 556-8983

Visit: assistinghands.com/reston

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PEGGY H. MONTGOMERY, CFP®, CRPC®, VICE PRESIDENT,  THE GROUP AG, MERRILL LYNCH, PIERCE, FENNER & SMITH INC.   

The Group AG

Vice President

Wealth Management Advisor

Portfolio Manager

Merrill Lynch, Pierce, Fenner & Smith Inc.

1152 15th St. NW, Suite 6000 Washington DC 20005

202-659-6071 office

Visit: https://fa.ml.com/district-of-columbia/washington/groupag/  

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CONTACT PEGGY
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LISA HUMES, LICENSED INSURANCE AGENT

Lisa came into insurance after 30+ years in healthcare. She started helping others while growing up in a small rural community. She continues to bring value to her clients through counseling, needs assessment, and education regarding different insurance with many carriers or company options. These include Medicare, prescription plans, final expense life insurance and more. Meeting clients needs and budget are all part of the process to put the package together.

Call: (703) 307-0090  

Visit: healthmarkets.com/LHumes

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CONTACT LISA

Adele Logan-galen

ADELE LOGAN-GALEN, OWNER & SENIOR MOVE MANAGER, SMOOTH MOVE MANAGERS

As the adult child of elderly parents who have moved four times in the past 25 years, Adele Logan-Galen is intimately aware of how stressful and disorienting moves can be for senior citizens.  As a result, she puts her clients' needs first and does her  utmost to ensure that they are comfortable with every step of the process.

Adele is a trained senior move manager, a member of the National Association of Senior & Specialty Move Managers (NASMM), and has worked for two separate Northern Virginia senior move management companies before branching out on her own.

Call: (571) 230-5702 

Visit: smoothmovemanagers.com

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CONTACT ADELE

DAWN M. DALE, JD, LL.M, CFP®, ATTORNEY AND CO-FOUNDER, SAGETRUST LAW GROUP, PPLC

Prior to starting SageTrust Law in 2016 with her business partner, Lori G. Booker, Dawn M. Dale spent 23 years ably assisting senior citizens and others in with their estate planning and trust administration needs. SageTrust offers holistic estate planning, asset protection planning, business planning, estate and trust administration, professional fiduciary, tax and family office services for individuals, families and business owners. Their affiliated accounting practice can also assist clients with tax return preparation and IRS matters. They have a unique and diverse perspective from their work in Big Four accounting firms, trust and private banking, family office firms and as in-house counsel.

CONTACT DAWN

Call: (703) 244-6611 

Visit: sagetrust.law

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