2022 Annual Conference – Speakers
Alexis Boccanfuso, CDMM
Alexis Boccanfuso is a Certified Daily Money Manager, Certified Professional Organizer and Certified Professional Coach. She provides financial organizing, daily money management and productivity coaching services to high-net worth clients and small businesses. With three decades of business experience, Alexis knows her way around numbers, people, details, project management and problem solving. She has a BS in business administration and previously worked as a forensic & litigation consultant at Deloitte & Touche and KPMG in Manhattan. Alexis is an international speaker, a USCA Certified Level II Curling Instructor, a practicing Buddhist and loves to binge watch Netflix.
When both her mother and father were diagnosed with dementia, Kay stepped in and quickly realized that organizing her parents’ finances was going to be a key part of advocating on their behalf. Kay’s experience led her to pursue her passion: helping other families prepare for the financial aspects of caregiving. She launched MemoryBanc in 2012 and today has built an agency of daily money managers who also serve as power of attorney and trustee. MemoryBanc received an “Older-Adult Innovation Award” from AARP Foundation and Kay wrote a best-selling book, MemoryBanc: Your Workbook for Organizing Your Life.
Amy Carrick, CDMM
Amy Carrick holds a BS in computer science/economics and an MBA in marketing/finance. She is the first Certified Daily Money Manager in South Carolina. She worked for more than 20 years as a computer professional and banker at Federal Reserve, Verizon Wireless and PNC.
In 2008, upon returning from a family trip, Amy found herself out of work. She chose to embark as an entrepreneur and give back to others. Toward that end, she founded Carrick Consulting, LLC.
Amy is presently a board member for AADMM and has participated on the conference and webinar commit-tees. She currently serves on the governance and nominating committees and leads the alliance builders sub-committee. Her goal is to share information and keep people financially safe and prepared for whatever their futures might hold.
After many experiences with loss, including the death of her parents, Rachel founded Black Dress Consultants, a consulting firm that offloads the administrative tasks that accompany legacy planning and after loss, so clients can focus less on logistics and more on living worry-free and grieving peacefully. Rachel is a co-founder of Professionals of After Loss Services (PALS), an industry network for after loss professionals. Rachel is a graduate of Agnes Scott College and serves on the board of Love Not Lost, a nonprofit that provides grief tools and support. She lives in Atlanta with her husband and their two kids.
Colleen Duewel, MPH, CMC, CDP
Colleen Duewel, MPH, CMC, CDP is the founder of Lion-Heart Eldercare & Consulting, an agency providing care management in Northern Virginia.
Colleen has a master’s in public health from the University of North Carolina. Prior to founding LionHeart Eldercare, Colleen was the senior health manager at Virginia Hospital, then director of community health at Inova Health System for eight years. Colleen subsequently served as the director at a national mental health organization.
Colleen has extensive experience as an Advanced Care Planner, Certified Aging Life Care Professional, nursing home ombudsman, Certified Dementia Practitioner and End of Life Doula. Her professional experience in skilled nursing facilities, hospitals, mental health, and hospice have prepared her to help families navigate the options and resources for aging well and thrive.
Stefanie Elkins has more than 20 years of experience in the eldercare field. “To meet individuals where they are,” Stefanie started Be Present Care, which guides and supports caregiving and end-of-life conversations, plans, and programs. As an eldercare specialist and End of Life Doula, Stefanie is a compassionate, dedicated resource and connector, who is committed to addressing her clients’ quality-of-life goals and navigating vital relationships.
Natasha Faria Smith
An aging life care manager since 2017, Natasha Faria Smith was previously a teacher and school administrator, then a psychotherapist in various settings. She has conducted trainings on topics such as care management services, advance directives, and interventions for memory loss, Natasha obtained a license as an In-dependent Clinical Social Worker in 2016, after having practiced for ten years prior. Natasha is currently an “advanced professional” member of the Aging Life Care Association, a Certified Advanced Social Work Case Manager in the National Association of Social Workers, and a Certified Dementia Practitioner. Her passions are family work and education.
Lisa Kaufman is the principal at Senior Care Options of Atlanta, Ltd., which she founded in 2001. She joined the Aging Life Care Association in 2002 and is an “advanced professional” member and a Fellow of the Leadership Academy.
Lisa has a Master of Science in recreational studies. She is a Certified Therapeutic Recreation Therapist, a Certified End of Life Doula, holds a Certificate of Gerontology from Kennesaw State University, a PAC Consultant Certification, and is incredibly proud to be a Certified Care Manager. Lisa is currently serving on the board of directors for the Aging Life Care Association (ALCA). She has served as southeast chapter president and as unit chair for the Atlanta region. She has been on the ALCA strategic planning committee and served often on the ALCA annual conference planning committee. She has also participated as a past vice president of the ASCNN, the chair of the Georgia End of Life Doula Alliance, a board member of Ageless Interaction, and was an Ally BBL Leader for the Atlanta Gay and Lesbian Chamber of Commerce.
Alyssa Maloof, JD
Alyssa is a tax and bankruptcy attorney serving individuals, self-employed individuals, and small- to medium-sized businesses seeking federal tax, state tax, and other debt-relief, including bankruptcy analysis. She has significant experience with federal and state tax disputes, audit defense, offers in compromise, penalty abatement requests, installment agreements, lien subordinations, and trust fund recovery defense. Alyssa is a popular tax and bankruptcy speaker both in Georgia and nationally for the National Association of Consumer Bankruptcy Attorneys (NACBA) and America’s Society of Tax Problem Solvers (ASTPS). She has been involved in a number of professional organizations, including serving as a former president of the Metro Atlanta Consumer Bankruptcy Attorney Group. She was the 2019 recipient of the Distinguished Ser-vice Award from the National Association of Consumer Bankruptcy Attorneys. Alyssa is currently a board member for the North Georgia Low Income Taxpayer Clinic. In addition, Alyssa is consistently selected to SuperLawyers Rising Star List for 2019-2022 for tax law.
Matt Paxton is one of the top downsizing and decluttering experts in the country. He is host of the two-time Emmy-nominated series Legacy List with Matt Paxton on PBS and was a featured cleaner on the hit television show Hoarders for 15 seasons. Matt is also the author of the best selling book, Keep the Memories, Lose the Stuff. Paxton started cleaning out houses after his father, step-father and both grandfathers died in the same year and they are the reason Matt has been working with families struggling with hoarding and downsizing for 20 years. Matt appears regularly as a public speaker, television guest, and radio personality helping families and companies find the upside of downsizing. He lives in Atlanta, GA with his wife and seven kids. Yes, seven children.
Emma is a seasoned technology entrepreneur and MIT graduate whose company, Grief Coach, delivers expert, personalized bereavement care via text message. She is deeply passionate about giving people the confidence and tools they need to support each other through grief.
Meredith Pensack is a long-term care insurance planning specialist representing the top long-term care providers since 2003. She works nationally with clients for all types of long-term care products. In addition to representing traditional LTC coverage options, she also represents “hybrid” solutions that include a death benefit. Meredith was voted “Top 10 Women Insurance Agents” by Boston Women’s Business Journal.
Meredith advises individuals, families, and small businesses on the appropriateness of long-term care coverage. Her goal is to preserve her clients’ retirement portfolios, as well as to protect their families from the financial and emotional consequences of requiring long-term care. She has helped many small business owners and self-employed individuals take advantage of the favorable tax treatments available for long-term care benefits.
Following an extensive career in human resources and executive placement, Meredith began specializing in long-term care insurance protection in 2003. She has won numerous industry sales and recognition awards.
Meredith is a member of the Million Dollar Round Table, the premier association of financial professionals, and has been certified through CLTC, the Corporation for Long Term Care. She holds a bachelors degree from Penn State University, as well an MS degree in human resources management from Golden Gate University in San Francisco.
Jennifer Pitt, CFE, CFCS
Jennifer Pitt is a Certified Fraud Examiner (CFE), a Certified Financial Crimes Specialist (CFCS) and a former law enforcement officer with a Master’s degree in psychology and Bachelor’s degree in criminal justice. During her 15 years in law enforcement, she conducted complex financial crimes investigations, to include forgery, money laundering, identity theft, and vulnerable adult/elder financial exploitation. Jennifer is also a recognized subject matter expert in vulnerable adult/elder financial exploitation with a passion to help those who cannot help themselves, particularly the elderly. Voice Against Fraud, LLC was created to empower seniors and their families to fight against fraud.
Angela Sarver, JD
Angela Sarver is an HR consultant with more than 20 years of management and HR experience. She has ad-vised small business owners on developing and implementing strategies around growth, leadership and culture, talent optimization and operational efficiencies.
She is passionate about making the workplace “human” again because businesses don’t serve clients, people serve clients.
She has an MBA from Endicott College, her BS in business administration from Emmanuel College and recently completed her graduate studies in employment law at University of Pittsburgh School of Law. She also has a certificate in Behavioral Finance from The Investments & Wealth Institute.
Ellen Waldorf, JD
Ellen Waldorf is the principal of eWaldorf Mediation and co-leads Divorce Mediation Training Associates and Step to Center. In addition to mediating disputes among family members about issues like divorce and co-ownership of vacation homes, Ellen regularly teaches conflict management skills to professionals wishing to improve their interpersonal communications. Previously, Ellen clerked for a federal appellate court judge, practiced corporate law, taught English in China, interned for “Late Night with David Letterman,” and summered with ESPN. Ellen is a graduate of Yale University and the New York University School of Law.
Lolly Ward, CPA, LMW
Lolly (Laura) Ward is a Certified Public Accountant (1993} with over ten years of experience in roles such as senior auditor with Deloitte, internal auditor, corporate controller, and operational business consultant. She has used her financial, organizational, and inter-personal skills to work with clients as a daily money manager and financial fiduciary over the past three years and is currently the vice president of the Atlanta chapter of the American Association of Daily Money Managers (AADMM). She employs her financial acumen and organizational skills to help people organize and take care of everyday financial tasks and tailors it specifically to their needs. She is graduate of Furman University with a BA in accounting and is an Atlanta native and graduate of Marist School.
Jason Wiggam, JD
Jason is a founding partner of Wiggam Law in Atlanta, Georgia. His practice focuses on representing individuals, businesses, officers, directors, shareholders, and partners in matters concerning the Internal Revenue Service (IRS). The Georgia Department of Revenue and other state tax departments. He has successfully rep-resented clients in the IRS’s crackdowns on syndicated conservation easements and micro-captive insurance disputes. Jason has experience handling tax settlements, tax compliance, appeals representation, off-shore foreign bank reporting compliance, audit representation from responding to IRS audit letters through to IRS audit reconsiderations, innocent spouse relief, IRS levy and garnishment releases, penalty waivers/abatements, and lien releases.
Mona Wong is a UMass Amherst alum, class of ‘97 with a degree in hotel, restaurant and travel administration and working mom of 17-year-old twins. After many years in the hotel industry and many interesting stories, Mona transitioned into the HR industry and eventually landed in the mortgage industry by accident. After three years of processing and originating at a start-up for another three years, she finally landed at Monument Mortgage where she has worked for the last 14 years. With more than 20 years of experience in the industry, Mona truly loves what she does and enjoys helping make dreams come true.