Meet Our Team Of Advocates

ASSOCIATE & SENIOR ADVOCATE

Kate Daniels, Associate, holds a Bachelor of Arts in Psychology and Master of Arts & Teaching from Virginia Commonwealth University. She is a veteran in the hospice world with fourteen years of experience in guiding seniors and decision makers in the art and science of hospice and life care decisions. Helping families since 2009, Kate’s passion is advising seniors and caregivers on our complex healthcare system and navigating advance care conversations. She also supports seniors and families through banking, investment and financial services education and utilization

REGISTERED NURSE

Cheree is an accomplished nurse with more than 30 years of experience in the health care industry. She spent her career working at the University of Virginia (UVA) Health across numerous specialty areas, including psychiatry, general medicine, pain management and behavioral health. Cheree has expertise in several other disciplines such as complementary medicine and mental health modalities. Her philosophy of care is based on compassion, honesty, and building strong relationships. Working with seniors, Cheree enjoys helping every client live their healthiest and most fulfilling life.

FINANCIAL ADVOCATE & DAILY MONEY MANAGER

With 29 years helping individuals and families with their finances, Tracy is positioned to ease the burden of financial management, vital records, facilitation of family information and information-sharing. Select tasks include bill payment, financial account reviews, insurance, aggregating statements/reports for ease of review and decision making. She advocates by suggesting other specialists that can help achieve your health, financial, legal and life goals. Tracy may also serve in a Fiduciary capacity as Executor or Power of Attorney or support an existing fiduciary.