Pat Manalio is a professional who provides Daily Money Management and Fiduciary Services, Care Coordination and Advocacy, and Estate Administration through her company, Strategic Management Partners (a division of Strategic Financial Services, Inc.), which she established in 1996. She is a Certified Senior Advisor and has been widely quoted in the press including The Wall Street Journal, The New York Times, the Chicago Tribune, www.Bankrate.com, and My Generations magazine among others. She served as a Director of the American Association of Daily Money Managers for six years; two years as Vice-President and four years as President. She developed the association's first ethics program and was the driving force leading to the implementation of the association's successful "Introduction to Daily Money Management" program for those interested in the field of Daily Money Management.
Abra Hogarth has worn many hats in her over 20+ year career. She worked in the healthcare arena for many years as the Director of Marketing, Public and Community Relations for 2 healthcare systems, and as the Director of Communications for a National nonprofit organization that assists the amputee community, their caregivers and families. Abra also worked with The US Department of the Treasury as a project manager for the Financial Crimes Enforcement Division. She currently serves on the Board of Directors for the Greater Prince William Community Health Center since 2013. Abra recently earned her Specialized Dementia Care Provider certification and truly enjoys working with the senior community, their family and caregivers.
Sarah Jackson has been working in the legal field for many years. She has managed Estate Administration caseloads for several legal firms in the Washington DC metropolitan area. She has also assisted clients with the preparation and filing of Long Term Care Medical Assistance applications. Among other activities, Sarah will prepare the inventory, accounting and pay estate expenses while going through the probate process. She enjoys spending time with her family and is a long time musician.