My Experience
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Summary
My experience includes six years as an Executive Director in Assisted Living and Memory Care, with more than a year overseeing a cluster of three facilities. I am passionate about leading teams to provide outstanding senior living experiences. My specialities include executive leadership, financial management, building relationships, strategic thinking and creative problem solving.
Executive Director at MBK Senior Living
September 2024 — Present
- Achieved 100% occupancy
- 170+ residents
- $12M+ of annual revenue
- Supervising leadership team (9) and overseeing staff (100+)
- Perfect Survey 2024 and 2025 from CDSS
Geriatric Care Consultant & Owner at Senior Life Advisors, LLC
July 2023 — Present
Helping vulnerable seniors and their families is my passion and purpose. As a geriatric care consultant, I guide families through the various needs and challenges that can arise as people age.
Associate Partner at Marion Consulting, LLC (financial advisory firm)
We design and implement state of the art strategies for our clients in the areas of estate planning, philanthropy, life insurance, business succession, executive retirement benefits, core employee benefits, and investment management.
Executive Director at Silverado Senior Living
- 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
- 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
- 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
- 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