Senior Services Group of Greater Denver
Meet Our Advisors

Estate Law

Cory Tipton's legal practice focuses on providing a comprehensive range of essential estate planning services. Her experience includes preparation of estate plans for clients with estates ranging in size from several thousands of dollars to several hundred million dollars. Ms. Tipton's underlying belief that a comprehensive estate plan organizes your estate and in doing so, saves your family or beneficiaries untold amounts of stress, delay, expense and potential problems guides her practice. She provides a comprehensive range of essential estate planning services.

The information in this listing, as provided by The Tipton Law Firm, is for general informational purposes only and not intended to be legal advice. Your use of this listing does not create an attorney-client relationship between you and The Tipton Law Firm or any of its attorneys. You should consult an attorney for individual advice regarding your own situation.

Ms. Tipton can be reached at (303) 220-8428 or corytipton@thetiptonlawfirm.com.
Her web site is www.thetiptonlawfirm.com.

Real Estate Real Estate ServicesServices
Robb Pickard is a residential Realtor® and a Broker/Co-Owner of RE/MAX of Cherry Creek. Robb is a graduate of the Colorado School of Mines and spent 20+ years in energy exploration as a Geological Engineer. He has lived and worked in Denver for over 40 years and assisted both Buyers and Sellers throughout the metro area. Robb provides exceptional service to his clients and has a track record of positioning his listings to sell quickly. Robb has worked with seniors in a variety of circumstances and is sensitive to their unique needs. His website provides state-of-the-art tools for buying or selling real estate. Among his many Realtor designations is that of Certified Distressed Property Expert (CDPE), which means that he has specialized training to effectively handle the more demanding transactions of todays market. His personal interests include photography, golf, travel and sailing.

Robb can be reached at 303-331-4542 or robb@robbpickard.com. His website: http://www.robbpickard.com/ has excellent tools and resources for all of your real estate needs. Additional information regarding foreclosure avoidance can be found at http://www.cherrycreekshortsales.com/.

Reverse Mortgages
Since 1989, Paulette Wisch has specialized in reverse mortgages and she has worked in the mortgage banking industry since 1972. She is a nationally recognized expert in reverse mortgages and has been involved in all aspects of the industry. She was instrumental in working with FHA to bring their program to market and managed Colorado’s FHA reverse mortgage pilot program for FHA in 1989. She has traveled nationally educating seniors and their adult children, lenders and business leaders about reverse mortgage products. Paulette has personally helped over 1,600 seniors achieve financial security and independence by putting their home equity to work with a reverse mortgage.

Paulette can be reached at Universal Lending, pwisch@ulc.com or www.ulcreverse.com or give her a call at (303) 759-7354.


Moving? Downsizing? In Transition...

Stephanie Lonnquist is an estate facilitator, downsize consultant, and moving manager with her own company, In Transition, LLC.  Stephanie offers a variety of services including photo inventories, organization consultation, consignment management, and packing.  On behalf of her clients, she has worked with charities, consignment stores, movers, as well as local and nation auction houses, including Christie’s in New York.

 

Stephanie may be reached at 720-341-7513 or intransitionllc@yahoo.com.  Please see Stephanie’s website: www.intransitionservices.com for additional information.

Accounting & Taxation
Michael D. Zeitlin is a Certified Public Accountant in practice since 1978.  Michael has extensive experience in accounting and taxation matters.  Michael is the owner of Zeitlin & Associates, CPAs and has been an owner in CPA firms from 1982 until the present day.  Michael wrote and taught a course for many years at the University of Denver
Graduate Tax Program on Business Valuation Tax Issues.   Michael's accounting degree was earned at the University of Colorado and he has a Masters degree in Taxation from the University of Denver.  Michael is a member of the American Institute of Certified Public Accountants and the Colorado Society of Certified Public Accountants ("CSCPA").  Michael is a Life Member of the Denver Estate Planning Council.  Michael received a CPAs Who Make a Difference, 2008 Heroes & Heroines award for community service from the CSCPA.

Michael can be reached at (303) 321-5220 or michael@cherrycreekcpa.com. For additional information please visit Michael's website at http://www.cherrycreekcpa.com/.

Long Term Care Insurance
David Baumann, New York Life Insurance Company Agent, is working as an Insurance Professional with the Senior Services Group of Cherry Creek.  As an Agent with New York Life, David is committed to providing seniors and their families with the Long Term Care Insurance and financial products that meet their needs.  By keeping up with current insurance and financial product trends and offering outstanding service, David has earned a reputation for integrity and for showing true concern for his clients.  Additional information regarding services and products can be found at
www.davidwbaumann.com.  Located at 3200 Cherry Creek South Drive, #700, Denver, CO 80209 David can be reached at (303) 478-6627 or dwbaumann@ft.newyorklife.com. 

New York Life Insurance Company is not affiliated with Senior Services Group of Cherry Creek.

David Baumann is licensed to sell insurance products and services in the state of Colorado only. 


Allied Jewish Apartments

Conveniently located in the heart of Cherry Creek, Allied Jewish Apartments is an affordable senior community within walking distance of the mall, movies and restaurants, and directly on public bus lines.

 

AJA is a non-profit, non-sectarian senior community that provides both independent and assisted living in a caring environment where neighbors become friends.  Apartments are both subsidized and affordable, and include spacious studio and one-bedroom units.

 

The full activity program includes classes from current events to poetry, trips with our own van to the theater and the casinos, a staffed resident computer center and scheduled transportation for shopping and doctors appointments.

 

Highlights of the AJA community include a restaurant-style dinner program; an emergency response system with 24 hour coverage in each apartment; patios and raised gardening beds; a penthouse social room with mountain views for activities and parties; parks and walking paths nearby; social work staff to help residents and families; and an assisted living program should additional assistance be needed.

Contact Marcia Helfant at 720-382-7805, or mhelfant@ajsh.org and visit

www.alliedjewishapartments.org


Kathryn Halpin Designs


Kathryn Halpin is the Owner of Kathryn Halpin Designs. In business for 25 years, Kathryn Halpin Designs provides interior design consultations and services for residential and commercial environments, aging-in-place designs, and staging homes for sale. Kathryn is a member of the Cherry Creek Chamber of Commerce, the Glendale Chamber of Commerce, the former president of the Colorado chapter of the International Furnishings and Designs Association (IFDA), and a former IFDA International Board member.

 

Kathryn’s flexible approach to working with all homeowners creates unique homes catered to individual tastes and needs. Kathryn listens to clients and provides creative and technical design options for space planning, floor and window coverings, furniture, artwork, and accessories.

 

In addition, Kathryn specializes in aging-in-place design for senior citizens. Aging-in-place design incorporates safety feature installation to maximize independence and mobility while maintaining the warmth and feel of a home. When incorporated into an aging-in-place design, safety features such as grab bars, railings, non-slip tiles, improved lighting, ADA accessible appliances, comfort toilets, and walk-in bathtubs become all but invisible.

 

When a homeowner is ready to sell their home, Kathryn provides an objective approach to staging the home even the most critical buyer will find inviting.

 

You can reach Kathryn by calling 303-947-4268 or emailing kmhred@aol.com.

Audiologist, Wayne Bodenhemier

Wayne Bodenhemier, Ph.D., an audiologist for more than 40 years, is the owner of D.L. Teter, Ph.D., & Associates, Inc., located in Highlands Ranch and Wheat Ridge.  His practices focus on assisting people of all ages to achieve independence and improved "quality of life" through professional evaluation of hearing loss and fitting and follow-up care of hearing aids as well as the evaluation and treatment of speech and language disorders. (303) 791-4217.  www.dlteterhearingaids.com.   

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