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Mike Bolla of Heritage LifePath, Dan Bourland and John Cowan, SRES

November 4, 2011 by angishields

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Mike Bolla of Heritage LifePath, Dan Bourland and John Cowan, SRES
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Eugeria! Radio is excited to welcome back Dan Bourland and John Cowan. You may remember them from our February 17th show, but since then, they have developed an hour long presentation targeted at seniors who have questions about what to do about their home. Combining targeted market research and years of experience, they are helping seniors make educated decisions on a regular basis. Welcome back Dan and John!

Dan Bourland and John Cowan are both Texans! Dan was born and raised in Lubbock, attended Texas Tech, and has lived in the Dallas area for 30 years. John is from Houston, graduating from the University of Houston Business school in 1973. Interestingly, both Dan and John had different careers before deciding to move into real estate. Dan started his career in the Office Products business, and John in the Wholesale Materials business. John had a second career in Outpatient Imaging. Today, Dan and John are Realtors with Coldwell Banker Apex Realty. Both have the designation “Senior Real Estate Specialist” (SRES). The SRES designation is a certification demonstrating that these two gentlemen have made a commitment to serve the unique requirements of seniors in real estate. In addition to the purchase/sale of real estate, Dan and John also provide seniors with other options, including leasing and reverse mortgages. Dan can be reached at (469) 878-6391, or via email at dan@danbourland.com. Visit him on the web at www.danbourland.com. John can be reachedc at (972) 231-0363, or via email at john.cowan@coldwellbanker.com. John’s website is www.jgowanproperties.com.

 

While attending the University of Pennsylvania, Mike Bolla and some of his classmates became acutely aware of the need to protect our country’s freedoms as a result of Iranian hostage crisis, and enlisted in the Army.  Consequently Mike has a special place in his heart for veterans, their families, and the unique challenges many of them face.  After selling a successful trust business, Mike decided 10 years ago to give back to these veterans.  At that time, he assisted his father in applying and qualifying for Aid and Attendance benefits – a process that took him 14 months, and a great deal of frustration.  Coincidentally, a local pastor asked him to help a couple of parishioners through the process.  As a result, Mike spent a good bit of time evaluating the process, and streamlining an approach to assist veterans navigate it.  A year ago, Mike decided to expand the reach of his efforts by creating Heritage LifePath to provide a broader array of services to veterans.  Recently, Mike invited registered nurse Nancy Votta to join him in his work.  Mike is thrilled to be able to provide these services free of charge to the veteran.  If you would like more information, or would like to speak directly with Mike, please send him an email at info@heritagelifepath.org, or call (678) 602-9559, or visit their website at www.heritagelifepath.org.

We also want to thank Griswold Special Care for sponsoring today’s show.  Griswold Special Care has been a preferred provider of high quality, affordable in-home senior care in Dallas and Atlanta for nearly  20 years.

Tagged With: elder care, non-medical homecare, senior home care, senior real estate, veterans benefits

Eugeria! Radio chats with Janet Dawkins of Aging Options and Eric Sawyer, of Peacefield Wealth Solutions

August 11, 2011 by angishields

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Eugeria! Radio chats with Janet Dawkins of Aging Options and Eric Sawyer, of Peacefield Wealth Solutions
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An Atlanta native, Janet Dawkins tells us she’s been working with seniors so long that she has now become one!  After attending the University of Georgia, Janet immediately began working in the senior services industry.  She spent 10 years as a case worker, and worked her way through the ranks to become a director of operations for an assisted living community.  Eight years ago, she founded Aging Options with Laurie Hamilton.  Janet’s business is comprised of two primary services:  a referral service to assist families in finding home or facility-based care, and a consulting service that provides continuing education for community staff, assistance with veterans’ benefits and family consultation and issue resolution.  Janet can be reached at (678) 30007058, via email at assist@agingoptionsga.com, or visit her website at www.agingoptionsga.com.

Eric Sawyer is a native Texan, growing up just outside of College Station Texas. After earning his Bachelor’s degree in Political Science and Economics from Texas A&M University, Eric went on to earn a Master’s of Science in Personal Financial Planning from Texas Tech University, which is thought by many to be the top school in the country for this field of study.

One of Eric’s passions is to promote the need for financial literacy and to help young adults start planning their financial futures. Eric has spoken out on the need for financial education among Texas high school students. A Certified Financial PlannerTM, Eric brings experience from nationally recognized financial planning firms as well as from his time as the Director of Financial Planning for a local company. Eric has assisted a broad range of clients, including business owners and professionals, to reach their personal and professional goals. Through comprehensive financial planning, Eric helps our clients bring clarity to their personal finances.

Eric lives in Carrollton with his wife, Lisa, their twin children and dog, Sadie. Eric can be reached by email via phone 214-794-0193 or email esawyer@peacefieldwealth.com. His website is www.peacefieldwealth.com.

Special thanks to Griswold Special Care, A Tradition in Home Care Excellence since 1982, for hosting today’s show!

Tagged With: dallas, elder care homecare, griswold special care, home care, referral, senior care, veterans benefits, wealth management

Dorotha Ocker discusses Veterans Benefits on Eugeria! Radio

July 28, 2011 by angishields

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Dorotha Ocker discusses Veterans Benefits on Eugeria! Radio
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Growing up on a cotton farm in south Texas, Dorotha Ocker has come a long way!  Initially attending Texas A&M for undergraduate studies, she then attended Texas Women’s University for a Masters degree, then went on to earn a law degree from Stanford University.  Upon graduation from Stanford, Ms. Ocker took a position as a litigator for the Department of Justice in Washington DC.  Due to a family health event, she requested a transfer to Dallas to be closer to her family.   Over the course of time she started working with her father, and ultimately decided to open her own law practice.  When she discovered that her grandfather had not accessed veterans benefits that were due him before he died, Ms. Ocker became interested in helping veterans identify all the benefits to which they were entitled.  To that end, she created the Ocker Law Firm, for which she is the principal attorney.  Now she works every day to help people learn how to get the government to work for them, not against them, and she is loving it!  To find out more, call Ms. Ocker directly at (214) 390-5715 – she answers her phone!  You may also visit her on the web at www.ockerlawfirm.com.

Special thanks to the Dallas North Office of Griswold Special Care, A Tradition in Home Care Excellence since 1982, for hosting today’s show!

Tagged With: diabetes, parkinsons, presumptive conditions, service connected benefits, veterans benefits

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