Greg Mona
I professionally and effectively assist both sellers and buyers in the metro-Phoenix area with the sale or purchase of a home utilizing my extensive knowledge of and experience with the local real estate markets.
As a Seniors Real Estate Specialist® (SRES®) I have received extensive education on topics such as; tax laws, probate, estate planning, and equity conversion strategies, to name a few. As a “baby boomer” myself, I understand the real estate-related needs of our aging population. Our team of experts and I are here to serve you in whatever capacity you’d need.
Nancy Cohen
Nancy is a graduate of Barnard College, Columbia University, with a BA in Economics. Her background includes 20+ years on Wall Street where she was an Institutional Fixed Income Salesperson, specializing in Mortgage Securities. Her career included working in Hong Kong, Tokyo, London, and New York selling mortgage securities to Central Banks, Hedge Funds and other Institutions. Nancy worked at major firms including Drexel Burnham, Salomon Brothers, Kidder Peabody, and Lehman Brothers, were she was a Senior VP in the Mortgage Department. During the “second chapter” of her life, Nancy utilized her financial skills and became a loan originator at First Magnus (Great Southwest Mortgage). She then went on to specialize in reverse mortgages at Wells Fargo, and Sun Valley Financial., and Southwest Direct Mortgage. On a personal note, Nancy has lived at Scottsdale Ranch over 20 years with her four legged child, & loves swimming and hiking.
Joe Dawson
Joe applies his 3 decades of business experience including 20 years in the financial services industry in his role as Certified Financial Planner and Investment Advisor. Specializing in assisting business owners as well as retired & semi-retired individuals, Joe works with international clients living a cross border and ‘snowbird lifestyle’, (a forte he established as a dually licensed Financial Advisor in Canada and the US).
Joe believes that the dominant determinant of investment success is investor behavior and by coaching and nurturing the correct behavior, the clients he serves will be able to more adeptly reach their goals.
Active in his community, Joe served as Member for The City of Scottsdale Board of Adjustment and as elected Director of The Scottsdale Ranch Community Association. An avid lifelong motorcycle and car enthusiast, Joe is also Regional Coordinator of the BMW Motorcycle Association of America and founder of the BMW Social Club of Arizona the largest independent European Car Club in the State.
Nicole Gurley
After many years in executive positions with healthcare, financial services and insurance corporations, Nicole founded Gurley Long-Term Care Insurance in 2021.
Her past corporate experience contributes to her understanding of the need for long-term care expense planning as an integral component of comprehensive financial planning.
Nicole is licensed throughout the country, a certified continuing education provider and instructor, and a frequent guest speaker on long-term care expense planning. She holds the CLTC (Certification in Long-Term Care) designation and earned a BA in Management.
Nicole is the past president and chairman of the Financial Planning Association of Greater Phoenix and former host of MoneyRadio’s Planning Past 50 … It’s More Than Just Your Money!
Her website, www.gurleyltci.com, outlines a straightforward three-step approach to long-term care expense planning.
Her blog, www.longtermcareinsuranceamerica.com, is an educational resource to help Americans understand the importance of planning for long-term care expense.
Emily B. Kile, Esq.
Emily has been practicing law since 1993. Emily B. Kile is a graduate of the Northeastern School of Law in Boston, Massachusetts. She graduated Magna Cum Laude and Phi Beta Kappa from the University of Colorado, Boulder and holds a master’s degree in Psychology from Boston College. She is a member of the National Academy of Elder Law Attorneys (NAELA), past President of the Arizona Chapter (2008), and a member of the Academy of Special Needs Planners and the Special Needs Alliance. She is a Fellow of the America College of Trust and Estate Attorneys. She is licensed to practice law in Arizona. She practices in the areas of: estate planning, guardianship, conservatorship, ALTCS planning, probate and trust administration and special needs planning.
Linda Miller and Ashley Creps
Caring Options helps families navigate the challenges of moving a loved one into assisted living. We understand this process can be exhausting and overwhelming for seniors and their families. We are dedicated to giving each of our clients the support, assistance and guidance they need to comfortably transition. Through our knowledge and experience, we reduce the stress to families, by ensuring the most appropriate options are provided. We offer thoughtful solutions at no cost to our clients. We specialize in assisted living, memory care and independent retirement communities.
Caring Options was created by Linda Miller in 2007. She worked in geriatric healthcare for over thirty years as a senior referral agent and a geriatric social worker. Her mission is to provide outstanding, caring service. Linda is referred by many physicians, case managers and other elder care professionals.
Linda’s daughter, Ashley Creps joined Caring Options in 2017. She began working in the senior living industry while in high school and recognized this was her passion. Ashley understands the complexity of each client and goes above and beyond to locate the most ideal senior living options.
