Senior Planning Group Professionals

Since its inception in 1999, Barbara has been the founder and president of Senior Planning Group, Inc. As one of the states leading authorities on senior issues, she uses her 31 years experience in the health care industry to advocate, educate and advise senior clients and their families on a variety of issues such as geriatric care management, late life financial planning, and eligibility for benefits programs.

Barbara is a past member of the Board of Directors of the Southeastern Wisconsin End of Life Coalition and Interfaith Caregivers of Washington County. She and her firm's staff hold memberships in the Coalition of Wisconsin Aging Groups, Alzheimer’s Association of Southeastern Wisconsin, Older Adult Service Provider Consortiums (Milwaukee, Waukesha, and Washington counties), Continuing Care Coordinators, and the National Association of Social Workers.

Barbara lives near Holy Hill with her husband, two dogs, and two cats. She also has three children, one who is still in college.

bhorstmeyer@seniorplanninginc.com

Sarah  is a Certified Social Worker working as a Geriatric Case Manager for the Senior Planning Group.  She provides a compassionate and comprehensive assessment to determine the specific needs and goals of her clients.
 
Sarah is the former chair of the Waukesha Senior Concerns Consortium and a member of the Milwaukee Area Consortium and Community Care Coordinators. Her past work experience includes acting as the program director the RSVP Retired Senior Volunteer Program, and acting as a Case Manager for the Department of Health and Human Services in Waukesha County.
 
Sarah finds time to serve her community by volunteering for various organizations such as Meals on Wheels and Wildlife in Need.  She currently lives in Dousman with her husband Mark and their daughter Lauryn.

sarahv@seniorplanninginc.com

Jenni Cialdini, CSW - Geriatric Care Manager

Jenni is a Certified Social Worker working as a Geriatric Case Manager for the Senior Planning Group. She brings almost ten years of experience and resources to the position and is passionate about providing quality assistance to clients. Throughout her career, Jenni has worked in a variety of positions doing social work and advocacy within local skilled nursing facilities. She has special interest and knowledge in end-of-life care, family and caregiver support and networking, and Alzheimer’s Disease and dementia patients.

Jenni attends the national Alzheimer’s Association conference annually and is supportive of its efforts to educate and support those affected by that and other diseases afflicting our elders.

Jenni is very family oriented and values family immensely. She enjoys time with her husband David and two daughters, Josie and Marissa, as well as many other extended family members. She became passionate about advocacy throughout the years because of wonderful experiences in working with our valuable elder population and their families.

Ryan has practiced law in the area of Estate Planning, Tax and Elder Law for over 16 years. He received his Bachelor and Juris Doctor degrees from UW-Madison. Ryan is a member of the National Academy of Elder Law Attorneys, Wealth Counsel, the Illinois/Wisconsin Forum of Estate Planning Attorneys, the AARP Legal Service Network and the Real Property, Trust and Probate and the Elder Law Committees of the Wisconsin Bar. He is also a member of the National Association of Independent Financial Advisors and has qualified for the Top of the Table stats. Top of the Table stats requires that a financial advisor rank in the top 1/2 to 1% of financial advisors worldwide.

Ryan is married with two children and enjoys traveling, hiking, scuba diving, running and trout fishing. He works out of offices in the Midwest and Arizona.

Ryan is part of our "package" at the Senior Planning Group.  He is able to meet with families to discuss "spousal impoverishment, Medicaid or any Estate Planning Issues." There is not cost to this consultation.  If legal documents are needed, he will always quote those fees at time of consultation. 

ryan@familywealthadvisors.com

Erika is a UW Oshkosh graduate with a bachelors degree in business marketing and journalism. Since 2002, she has been working with the Senior Planning Group to develop communication pieces and develop the Senior Planning Group website. For more information on various veterans benefits, please visit http://www.veteransbenefitsinc.com or call Erika.

In the evenings, she is also working on her MBA with a certificate in non-profit management at UW-Milwaukee.  For more information on advertising or the website, please e-mail her at elapean@seniorplanninginc.com

Elizabeth has been working with the Senior Planning Group since 2006. She serves as a Private Benefits Specialist. In this capacity, Elizabeth handles all Medicaid/T-19 applications from beginning to end. She assists our clients and families with compilation and organization of necessary documentation, and coordinates and accompanies clients and families with appointments at the Wisconsin Department of Human Services.

Elizabeth works closely with our families as they gather an inventory of their assets, bank accounts, brokerage accounts, insurance policies, income sources and health insurance benefits. This “inventory” allows our Geriatric Care Managers to provide appropriate placement options, costs of in home care, and helps us to provide a long range financial plans that covers all levels of care.

Elizabeth is married with two sons, one working on his Real Estate license and the other attends UW-Milwaukee.

eliz@seniorplanninginc.com

Bill started working with Senior Planning Group in the Summer of 2008 as the Sales Director for Secure At Home. As the Sales Director, Bill connects the community with information on our PERS Unit (Personal Emergency Response) in partnership with CST Technologies. Secure At Home helps seniors and those rehabilitating at home, get the security of constant help at their fingertips, without the intrusion of home care aides or video monitoring. He also installs the units into client's homes.

In his free time, Bill enjoys fishing and spending time outside hunting. He currently lives in Pewaukee on the lake.

whorstmeyer@seniorplanninginc.com