Now or Later Panel
May 19, 2021 from 2:30 - 4 PM | Register for the event
Join Glacier Hills and a panel of experts for an afternoon spent talking about why now is a great time to downsize and move into a senior living community like Glacier Hills Senior Living Community. Meet the panelists below:
Amanda Bloomfield Biography
Amanda is a CERTIFIED FINANCIAL PLANNER™ professional who specializes in creating a deeply unique investment strategy tailored toward supporting her clients’ short and long-term financial goals. Amanda passionately believes that successful financial planning is a combination of experience, dedication to each individual, and meticulous accuracy. She values clients' trust and invests time in getting to know each one personally. Drawing on more than a decade of industry experience, Amanda uses her educational background and training (B.A. in Psychology from the University of Michigan and an MBA in Finance from Eastern Michigan University) to help you understand your finances.
Working collaboratively with clients, Amanda lays out a clear roadmap that will empower clients to reach their financial goals confidently. To complement each roadmap, Amanda provides clients with a formal investment plan that is suitable based on their goals and risk tolerance - no two plans are the same. Taking an educational approach to advising, Amanda is passionate about teaching her clients about what they own and why they own it. Once each client's personalized plan has been implemented, they meet with Amanda periodically to review the plan and investments. As life and the markets change, Amanda stays by her clients' sides to give their plans and portfolio the attention and refreshment that it deserves.
Amanda finds enjoyment in going on family bike rides, reading historical fiction books, puzzling, and walking her dogs. She currently volunteers her time on the Board of Directors for a local early childhood educational program, Apple Playschools.
Megan Davis Biography
Megan Davis has held multiple positions during her fifteen-plus years in the finance world, which gives her a distinct perspective as a financial planner. She is in her sixth year with Raymond James and provides comprehensive client solutions through holistic financial planning. Megan's focus is helping clients create wise investment strategies no matter where they are in the financial planning process. Her strengths lie in creating practical and approachable solutions with consideration for all aspects of her client's ever-changing lives.
Her previous experience includes 10 years in the mortgage and private banking industries, giving her a well-rounded financial perspective that empowers her to create insightful investment strategies with her clients. Megan completed her degree in Business Administration and Finance at Siena Heights University and holds her Series 7 & 66 licenses. She serves as the Director of Finance on the board of Redeeming Africa's Hope Inc., an international non-profit. Her volunteer efforts support a sound financial foundation so RAH can continue its efforts to build stronger communities.
Diane Ratkovich Biography
Jason Page Biography
Jason Page is the Director of Sales at Glacier Hills Senior Living Community. He has spent over a decade assisting seniors with making the transition from their homes to Glacier Hills, a continuing care retirement community. He specializes in Independent Living, Assisted Living Memory Care and Skilled Nursing. He is knowledgeable about the unique demands of the Ann Arbor market. When he is not at work, Jason enjoys traveling and boating.
Sharon McRill Biography
Sharon McRill (say "mick-RILL") likes to help busy and overwhelmed people get things done. She is the owner and president of The Betty Brigade, a relocation and organization company based in Ann Arbor, Michigan. Her mission is to help people live more organized and less stressful lives. Laid off from a corporate marketing job in 2003, McRill turned the setback into an opportunity. As a busy professional herself, she wanted to help other busy people get organized and stay that way. She’s now done so successfully since Spring of 2003. Visit www.bettybrigade.com for more information.
Amanda Murray Biography
Amanda N. Murray is a partner of the Bassett Murray Law Group, PLLC, located in Ann Arbor, Michigan. Her firm focuses on Estate Planning, Elder Law, Probate Matters, Medicaid benefits and VA benefits. Amanda has been selected by Super Lawyers as a Michigan Rising Star for the years 2020 and 2021 and has made the list of Best Lawyers: Ones to Watch in 2020 and 2021.
Amanda currently serves as a council member for the Elder Law and Disability Rights Section of the State Bar of Michigan and she co-chairs the LGBTQ section of the Washtenaw County bar association. She is a frequent speaker on Estate Planning, Elder Law, and Probate matters and loves an opportunity to inform the community of why those things matter. When not practicing law or advocating for her clients, she can be found spending family time with her three children.