Raised with blue-collar roots in Upstate New York, I bring grit, integrity, and an unwavering work ethic to every family I serve. But the reason I care so deeply about this work isn’t just professional—it’s personal.
Both of my parents passed away before I turned 50. Neither had a will.
When I was 21, my mom died suddenly from a massive aneurysm. She was only 50 and was serving as the primary caregiver for her own mother. A healthy caregiver gone before the person she was caring for. Overnight, I was young, unprepared, and navigating a reality no one had prepared me for.
Decades later, in 2023, I lost my dad after his battle with kidney disease. When we began settling his affairs, we discovered three storage units and a full basement—organized, but full of many lifetimes of things. I later realized he had been quietly grief hoarding after losing his mom, his sisters, his dad, and my mom.
In the process, we also discovered something none of us knew: my dad had served in the Navy. That revelation opened the door to understanding VA benefits and how much support families often miss simply because no one knew the right questions to ask.
Those experiences carved a lasting truth into my heart:
When families avoid the hard conversations, the ones left behind carry the burden—stress, uncertainty, and often guilt.
That’s why I do what I do today.
As a Senior Home Coach™, community speaker, and podcast host, I help families start the conversations most people avoid—so decisions about aging, housing, and legacy can be made with clarity, not crisis.
I’ve seen the chaos and found the clarity and I know which one I want for you.
My mission is simple: help families navigate aging with love, logic, and a plan.
Certified Senior Housing Professional®
Certified Aging in Place Specialist
I’m often described as the Erin Brockovich of senior real estate—someone who advocates fiercely for families navigating one of life’s most emotional transitions.
Senior Real Estate Specialist®
National Aging in Place Council
Additional Certifications
▷ Certified Dementia Care Professional
▷ Trusts and Wills
Dana K White Decluttering Coach
▷ Senior Relocation Services
▷ Probate
On a Personal Note
Who rescued who?
My heart is paw-shaped. All of my dogs have been rescued. I hold an annual holiday donation drive for the Animal Care and Control of the City of Charlotte.
Music and Movement
I’ve been fortunate to sing with the Charlotte Master Chorale group. From walking to Peloton workouts, being active brings peace and clarity to my days.
My Personal Reset
My happy place and personal reset is anywhere near or in a body of water with a journal or a book in hand and my family and dog nearby.
Core ValuesGUIDING MY PATH
My core values are simple: lead with love, educate with clarity, advocate fiercely, and always put the human side of every decision first.
Why work with me?
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Why work with me? |
1.
A Guide Who Truly Understands
My journey is personal. Having experienced the stress and uncertainty that comes when families are unprepared, I am deeply committed to helping others navigate these conversations with confidence, compassion, and clarity.
2.
Education That Empowers Decisions
With specialized training, designations, and ongoing collaboration with senior-focused professionals, I break down complex options into clear, manageable steps so families can make informed, thoughtful choices without feeling overwhelmed.
3.
Advocacy You Can Trust
I serve as both guide and protector, standing beside families every step of the way. My focus is always on the heart and the human first, ensuring voices are heard, wishes are honored, and decisions feel right for everyone involved.
“Lisa has a rare combination of emotional intelligence and practical expertise. She understands that downsizing and transitioning later in life is not just a real estate transaction, it’s a major life change. I trust her ability to move at the right pace, explain options clearly, reduce stress, and advocate for her clients with care and dignity.”