- Joanna Marie specializes in working
with her clients by helping them avoid
the common mistakes made during a
trying family time. She has
experienced the trials and tribulations
of family members needing assistance
both personally and professionally,
Joanna's experiences have given her
the insight to navigate the medical,
legal and financial worlds to give her
clients the empowering information
to make well informed decisions. Her
greatest strength is her passion and
full understanding of her clients
needs. Her passion and heartfelt
compassion are her greatest
strengths.
Her professional knowledge comes
from working with medical providers
such as: Hillhaven Corporation,
Ocadian Health Care, Health Quality
Management Group, Northern
California Veterans Medical Center,
Chelsea Naval Hospital and
Massachusetts General Hospital.
Joanna has established Patient and
Family Advocate programs for major
medical providers. She has founded
educational programs for company
employees focusing on personal and
professional growth. Her background
also includes working with Elder Law
Attorneys and Crisis Intervention
Teams. As a preceptor for California
State Northridge she mentored
graduate students in the school's
Medical Administration Program.
Joanna attended Bryant & Stratton
College and Northeastern University.
She is certified as a Trainer of
Trainers for Case Management Teams
through UCLA's David Grant
Foundation, a Social Worker, Legal
Document Assistant (Paralegal) and
Notary Public.
Joanna lives and works in the East
Bay. She is an active member with
Contra Costa County*s Ageing and
Adult SHARE Planning Committee,
California Association of Legal
Document Assistants (CALDA), the
National Care Planning Council,
National Notary Association and
Communities Against Senior
Exploitation (CASE).
In her free time she volunteers by
giving back to the Concord Blue
Devils Drum & Bugle Corps who gave
her children the insight and discipline
to be successful adults today.
Joanna is a proud Mom of her son
serving as a Naval Aviator and her
daughter, after retiring from the Toni
Award winning Broadway Production
BLAST!, studies to be a Physical
Therapist and is a member of Phi Beta
Kappa.
Overwhelmed ? 925-228-2679 Complex Issues ? |
| 925-209-3953 |
Lela Clark knows the challenge of the
‘Sandwich Generation’ only too well. Like
so many, Lela was challenged with caring
for her own children and frail parents
while working on her professional
career. Her personal experience and
perseverance has rewarded her with
unique knowledge and compassion.
Today she uses her experience to guide
families so they can avoid some common
pitfalls and mistakes that face them as
she has addressed them herself.
Her work with Kaiser Permanente gave
Lela experience of the inner working of
the medical environment. She recognized
the many wonderful things medical
providers offer yet, for her, there was
something missing – the challenge of
caring for a frail person outside of the
medical world.
Lela’s work at Kaiser gave her the
opportunity to hear about family
challenges in finances, legal and lifestyle
when making the adjustments to care for
their loved ones. She began researching
these aspects and decided to become
involved in addressing the financial
issues surrounding her clients.
She entered the world of finance and
banking specializing in real estate
transactions that gives families the ability
to utilize there property wealth without
risking their financial future. Her banking
history enhances her being a real estate
professional because she has been able
to negotiate and achieve high quality
results without jeopardizing family
financial security.
Lela was raised in the San Francisco Bay
Area and is a graduate of Diablo Valley
College with a degree in speech
communication. She is a licensed Realtor
with emphasis on senior products. She is
an active member of the Women’s
Council of Realtors, Business Networking
International and the Martinez and
Pleasant Hill Chambers of Commerce. A
community person, Lela volunteers with
the Contra Costa County Child Prevention
Council and the Elder Wish Foundation.
Lela and her husband, Robert, have been
married for 29 years. Their daughter,
Andrea, is studying for her Ph.D. in
Psychology. They enjoy hiking, biking,
cooking and traveling the United States
attending art fairs and wineries.
Lela’s personal passion is researching
current issues to her profession through
specialty libraries and, of course, the
internet.
‘Sandwich Generation’ only too well. Like
so many, Lela was challenged with caring
for her own children and frail parents
while working on her professional
career. Her personal experience and
perseverance has rewarded her with
unique knowledge and compassion.
Today she uses her experience to guide
families so they can avoid some common
pitfalls and mistakes that face them as
she has addressed them herself.
Her work with Kaiser Permanente gave
Lela experience of the inner working of
the medical environment. She recognized
the many wonderful things medical
providers offer yet, for her, there was
something missing – the challenge of
caring for a frail person outside of the
medical world.
Lela’s work at Kaiser gave her the
opportunity to hear about family
challenges in finances, legal and lifestyle
when making the adjustments to care for
their loved ones. She began researching
these aspects and decided to become
involved in addressing the financial
issues surrounding her clients.
She entered the world of finance and
banking specializing in real estate
transactions that gives families the ability
to utilize there property wealth without
risking their financial future. Her banking
history enhances her being a real estate
professional because she has been able
to negotiate and achieve high quality
results without jeopardizing family
financial security.
Lela was raised in the San Francisco Bay
Area and is a graduate of Diablo Valley
College with a degree in speech
communication. She is a licensed Realtor
with emphasis on senior products. She is
an active member of the Women’s
Council of Realtors, Business Networking
International and the Martinez and
Pleasant Hill Chambers of Commerce. A
community person, Lela volunteers with
the Contra Costa County Child Prevention
Council and the Elder Wish Foundation.
Lela and her husband, Robert, have been
married for 29 years. Their daughter,
Andrea, is studying for her Ph.D. in
Psychology. They enjoy hiking, biking,
cooking and traveling the United States
attending art fairs and wineries.
Lela’s personal passion is researching
current issues to her profession through
specialty libraries and, of course, the
internet.
| 925-366-9048 |
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