Meet the Team

At Wellmore, our mission is simple: To be caring professionals dedicated to quality services by providing our Members a better life, for a longer period of time than they could manage living in their current house. And we strive to achieve this with Honor, Dignity, Trust and Integrity.

Our Advising Process

As Lifestyle Advisors, we help people, like you, come up with customized retirement plans. There’s no sales pitch, no pressure, just conversations to help you make the best plan for you. It’s never too early to have a plan in place.

First we get to KNOW and UNDERSTAND you.

• You can’t trust us to help you and we won’t be able to until we know and understand each other.

Second we explore WHETHER you should stay or move.

• You probably want to stay in your current home. We help you explore all the options available to help you do so; ultimately helping you decide whether to move or not.

Third we explore WHEN is the right time to take action.

• You probably don’t feel ready or old enough yet. We help you explore what it would look like, how to do it and layout a timeline.

Fourth we explore WHERE you could live.

• You probably aren’t aware of all the options available to you. We help you explore all of these and what is going to be the best fit for you.

Lastly we help you take ACTION.

• Together we finalize your plan and help you execute it, so you can live a longer, healthier and happier life!