My Experience
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Summary
My experience includes nearly seven years as an Executive Director in Assisted Living and Memory Care, including more than a year overseeing a cluster of three communities. I am passionate about building high-performing teams that deliver exceptional senior living experiences. My specialties include team development, sales strategy, financial oversight, culture building, strategic thinking, and creative problem solving.
Executive Director at MBK Senior Living
September 2024 — Present
- Achieved 100% occupancy
- 173 residents
- Supervising leadership team (9) and overseeing staff (100+)
- Perfect Survey 2024 and 2025 from CDSS
Associate Partner & Geriatric Consultant at Marion Consulting, LLC
September 2022 — Present
- Certified Financial Planner® (CFP) serving High Net Worth families
- Sales leadership, financial analysis and high-end customer service
- Led spin-off for a senior needs service called Senior Life Advisors, LLC
Executive Director at Silverado Senior Living
November 2021 — September 2022
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- Grew census from 75% to 90%
- Increased revenue by 33%
- Increased EBITDAR by 27%
- Reduced contract labor costs by 32%
- Directed all community staff (60+) and supervised leadership team (7)
- $8M+ of annual revenue
- Perfect Survey 2022 from CDSS
Cluster Leader at Pinnacle Senior Living
December 2019 — March 2021
- Oversaw performance of a cluster of three facilities in California market
- Reported to company president with financial and clinical results
- Visited cluster facilities to analyze and improve operations
- Taught and reinforced culture with leaders and staff members
- Helped cluster partners develop strategies for improvement
- Guided cluster through first full year of the Covid pandemic
Executive Director at Pinnacle Senior Living
March 2017 — March 2021
- Best profit margin in CA cluster in 2017, 2018 & 2019
- Best occupancy in CA market in 2018
- Full responsibility for P&L
- Provided direction for all community staff (40+) and supervised leadership team (6)
- Developed and implemented sales and marketing strategies
- Perfect Survey 2017 and 2018 from CDSS
Financial Planner & Marketing Director at Marion Consulting, LLC
January 2008 — March 2017
- Led families, individuals and businesses through the financial planning process
- Grew sales pipeline and generated new business
- Maintained relationships with referral sources including advisors and clients
- Built financial models and synthesized complex information into reports
- Developed marketing strategy each quarter and managed budget
- Analyzed data and prepared quarterly performance reports for clients review