Laurie Ingwersen | Managing Partner, Senior Wealth Management Advisor

MY HARVEST GROUP WEALTH MANAGEMENT, LLC
WWW.MYHARVESTGROUP.COM
LAURIE@MYHARVESTGROUP.COM | (844) 996-3300

About: As a Senior Wealth Management Advisor, Laurie helps clients work toward a worry-free financial future. Using her firm's unique Harvest Wealth Management for Life™ process, she specializes in helping individuals and families preserve wealth and achieve their long-term financial objectives, and assists in all aspects of retirement and estate planning. Laurie is also a Cash Balance Consultant (CBC), and can advise clients in this fast-growing segment of the retirement industry.

Laurie is a Trustee of the Backpacks for Kids Foundation, a local nonprofit that donates backpacks and school supplies for underprivileged children in the Greater Boston area.

Specialties: Given the rising state of divorce in the United States, Laurie recognizes the difficulties many families face today. As a Certified Divorce Financial Analyst™ (CFDA™), she forecasts the long-term financial effects of the divorce situation. Developing comprehensive insight of the short and long-term financial effects of divorce can save valuable time, money and distress, especially if the process is conducted early in the legal proceedings.

Quote: Our Values Statement: As a family-owned business, we think of ourselves as a part of your extended family. Our shared values of respect, integrity and trust form the basis of every client relationship. Your family's future is our priority and we take pride in providing financial advice that can make a difference in your and your family's lives. At The Harvest Group, our mission is to give families peace of mind and we are grateful to our clients for the trust they place in us by putting their financial futures in our hands.

Connect: Contact Laurie at laurie@myharvestgroup.com or at (844) 996-3300, or visit her website below!


member since may 2018

Roberta Taylor | Principal

PATHMAKING FOR LIFE | www.pathmakingforlife.com
RKT@PATHMAKING.COM | (781) 894-5640

About: Roberta received her Master's Degree in Development Psychology after a brief career in nursing. She is an experienced Pyschotherapist and Board Certified Coach. For several years she worked as a clinician, supervisor and administrator in the mental health field. She has run a successful private practice in Wellesley, Massachusetts for over 40 years. She is a former president of The National Speaker's Association-New England and speaks professionally on topics related to midlife and beyond. She started the Boston Chapter of The Transition Network (TTN), a national organization for women 50 and over. She is co-author of The Couple's Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together.

Specialties: Roberta is motivated and inspired by helping her clients move forward in their lives. Her passion is helping divorced and widowed women in the second half of life move forward with resilience, vitality and a positive sense of self. She helps her clients overcome obstacles and navigate challenging transitions that keep them from living their best lives. She facilitates seminars and workshops related to retirement transition, being alone in the second half of life and moving forward after loss.

Quote: "... and then the day came when the risk to remain tight in a bud was more painful than the risk it took to blossom." - Anais Nin

Connect: Contact Roberta at rkt@pathmaking.com or at (781) 894-5640, or visit her website below!


MEMBER SINCE JULY 2018

Erin DiCarlo | Founder

DOVETAIL SUPPORT SERVICES, DOVETAIL REAL ESTATE GROUP, DOVETAIL FINANCIAL
WWW.DOVETAILSUPPORTSERVICES.COM
ERIN@DOVETAILSUPPORTSERVICES.COM | (617) 227-1600

About: Erin has dedicated her career to supporting seniors and their families with transitioning from home. She witnessed first-hand time and time again how overwhelming the process could be during a time of crisis. She has created a streamlined resource to manage all of the various pieces needed to ensure a smooth transition for her clients.

Erin is a mother to four young children, married to a wonderful man named Tommy and enjoys spending time with her numerous pets and gardening. She looks forward to hearing from you!

Specialties: With one point of contact Erin brings the following services to her client's home: Downsizing Experts, Senior Move Managers, Family Mediation, Geriatric Care Management, Estate Sales, Clean Outs, Antique Appraisals, Elder Law Attorneys, Financial Planners, Real Estate Sales, Short Term Bridge Loan Providers and more...

Quote: "Never under estimate the power of a woman."

Connect: Contact Erin at erin@dovetailsupportservices.com or at (617) 227-1600, or visit her website below!


member since july 2018

Rachael Hylan | Tax Manager

CARAS & SHULMAN PC | WWW.CARASSHULMAN.COM
RHYLAN@CARASSHULMAN.COM | (781) 273-3950

About: Rachel is a Certified Public Accountant with a Masters of Professional Accountancy and a Master's of Science in Taxation, with a Certificate in Financial Planning. Together with her team, she enjoys working closely with small businesses and their owners to provide both comprehensive tax planning and compliance, as well as provide other accounting services, including cloud based on booking, retirement plans administration and guidance, and financial statements. Her firm helps small business owners focus more on what they know best.

Specialties: Tax compliance and planning for individuals and closely-held business and their owners; accounting services such as bookkeeping, financial statements and retirement plan administration.

Quote: "Feminism isn't about making women strong. Women are already strong. It's about changing the way the world perceives that strength." - G. D. Anderson

Connect: Contact Rachael at Rhylan@carasshulman.com or at (781) 273-3950, or visit her website below!


MEMBER SINCE JULY 2018

Zahra Z. Zoglauer | Real Estate Agent

CENTURY 21 COMMONWEALTH | WWW.HOMESEARCHWITHZZ.COM
ZAHRA.ZOGLAUER@COMMONMOVES.COM | (617) 320-5815

About: Zahra has been practicing as a full-time real estate agent for over 7 years as a member of both the Massachusetts Association of Realtors and the Greater Boston Association of Realtors, with previous accomplishment as a loan officer. Her knowledge of the market, presence in the real estate industry, and networking skills have helped many clients enhance their buying or selling experiences. Zahra's philosophy is to provide the highest level of service for clients for a smooth real estate transaction. She welcomes the opportunity to show her passion for her clients in the sale or purchase of their home. Zahra is a skilled negotiator, a great communicator, and an intent listener. Her clients can be assured that she will provide them with the best experience through their journey.

Awards & Memberships

  • Ruby Award for 2017
  • Quality Services Award
  • Member of Massachusetts Association of Realtors (MAR)

Specialties: First-Time Home Buyer, Multi-Family, Investor, Contractor, 50+ Community, Estate and Probation, and Short Sale.

Quote: !!! Experience Beyond Expectation!!!

Connect: Contact Zahra at zahra.zoglauer@commonmoves.com or at (617) 320-5815, or visit her website below!


MEMBER SINCE AUGUST 2018

Gina Ghioldi | President

LAW OFFICE OF GINA M. GHIOLDI, P.C. | GHIOLDILAW.COM
GGHIOLDI@GHIOLDILAW.COM
 | (781) 674-2161

About: In 1995, Attorney Gina Ghioldi founded The Law Office of Gina M. Ghioldi, P.C., a boutique family law firm located in Lexington, Massachusetts. She is a graduate of Simmons College and Suffolk University Law School, and is licensed to practice law in Massachusetts and the District of Columbia. For more than 10 years, Attorney Ghioldi appeared as an on-air legal correspondent for New England Cable News (NECN). She has also hosted and appeared as a recurring guest on nationally syndicated live call-in radio shows, during which she answers questions and provides listeners with information regarding prenuptial agreements, divorce, asset protection and family/relationship matters.

Specialties: Attorney Ghioldi has extensive experience in handling divorce cases involving closely-held businesses, acquired or anticipated inheritance, addiction, spouses with mental illness, and children who have intellectual, emotional, developmental and/or learning disabilities.

Quote: “If you’re going through hell, keep going.” - Winston Churchill

Connect: 
Contact Gina at gghioldi@ghioldilaw.com or at (781) 674-2161, or visit her website below!


MEMBER SINCE SEPTEMBER 2018

Ellen Waldorf | Mediator

EWALDORF MEDIATION | EWALDORFMEDIATION.COM
EW@EWALDORFMEDIATION.COM | (617) 206-4999

About: Ellen's love of problem-solving led her to law school. After clerking for a federal judge and working as a corporate attorney, Ellen was invited to become a divorce mediator and has been mediating ever since. As a neutral facilitator, Ellen helps families and other people in conflict identify and voice their concerns, understand their options, and negotiate outcomes that will satisfy all parties involved.

In recognition of her skill and experience, Ellen has served as a trainer of new mediators for Divorce Mediation Training Associates, Massachusetts Continuing Legal Education and an occasional law school class. She has spoken on a variety of topics to the Massachusetts Council on Family Mediation, the Academy of Professional Family Mediators and the Massachusetts Bar Association. Ellen is a co-founder of Aging in Detail, an alliance of professionals serving seniors and their families, and Clergy Works Institute, an organization training clergy in mediation and negotiation skills. Ellen serves on the board of the Community Dispute Settlement Center.

Specialties: Though Ellen enjoys the challenge of mediating different kinds of disputes, the majority of her work focuses on divorce and multi-generational family disputes. Divorce mediation can range from negotiating pre-nuptial agreements to divorce settlements to funding of college educations for children of divorced parents. Multi-generational disputes might arise over money, estates, or the declining capacity of a loved one. Regardless of the issue, Ellen helps family members step back from the emotion of a situation, obtain and process the information they need to make decisions, and facilitate conversations about resolving the conflict.

Quote: "If you want to influence people, you want them to accept your suggestions, you don't say, 'You don't know how to use the English language,' or 'How could you make that argument?' It will be welcomed much more if you have a gentle touch than if you are aggressive." Ruth Bader Ginsburg

Connect: 
Contact Ellen at ew@ewaldorfmediation.com or at (617) 206-4999, or visit her website below!


MEMBER SINCE SEPTEMBER 2018

Maana Hickson | Attorney

RUBIN HAY PC | RUBINHAY.COM
MHICKSON@RUBINHAY.COM | (508) 875-5222

About: Maana received her undergraduate degree from the University of Massachusetts, Amherst in 2001 with a major in legal studies and a minor in psychology. She received her Juris Doctorate from New England Law and has been practicing law since 2009. Maana is admitted to the Massachusetts Bar as well as the United States District Court for the District of Massachusetts. Maana was named as a 2017 and 2018 Rising Star by Super Lawyers. She is a member of the National Academy of Elder Law Attorneys, the Massachusetts Bar Association and WealthCounsel.

Specialties: Maana concentrates her practice in elder law and estate planning. She represents clients with asset preservation planning, guardianships, conservatorships, estate planning, and estate administration. She also helps clients navigate through the complicated Medicaid and Social Security systems. Further, she assists clients in completing MassHealth applications to obtain eligibility for state benefits, in long-term care facilities as well as in the community, and represents clients at administrative MassHealth Fair Hearings.

Quote: "It’s important to develop an estate plan to preserve assets throughout the aging process.”

Connect: 
Contact Maana at mhickson@rubinhay.com or at (508) 875-5222, or visit her website below!


MEMBER SINCE SEPTEMBER 2018