At Partners in Aging, we understand the unique challenges that come with managing the affairs of elderly loved ones. Our mission is to provide a comprehensive range of services that ease the burden on family caregivers and adult children, ensuring your loved ones receive the best care possible.
Our mission is to educate and empower older adults, providing them with the knowledge and tools to make informed decisions about their future. We believe that everyone deserves a secure and fulfilling retirement, and that starts with a well-thought-out and comprehensive plan.
Bryan has worked in estate planning, elder law and financial services for 20 years. He also has personal experience as a caregiver and advocate for his father, who is living with Parkinson’s. Bryan has a passion for educating retirees on the paths they can take to meet their goals, and a knack for making clients feel comfortable to ask questions and empowers them to do what is best for their family. Bryan has founded and managed three successful companies during his career, and brings this leadership experience and business acumen to Partners in Aging.
In his spare time, Bryan enjoys spending time with his wife and two children, carpentry, and attending Indianapolis Colts football games.
Maria has dedicated her career to making aging services more accessible to the public. When coming to the industry years ago, she witnessed firsthand how confusing and difficult it is for families to navigate aging issues on their own. With a decade of experience in business development, market analysis and sales strategy, Maria is on a mission to make planning for aging easy, and to provide retirees with the necessary education and trusted resources they need.
Outside of the office, you can find Maria cooking, reading, and planning adventurous trips for her family of four.
Erin is the Chief Operating Officer at Partners in Aging. She has a passion for serving older adults, and has nearly a decade of experience in estate planning, VA Benefits, probate and trust administration and more. With a proven track record of optimizing operational efficiency and driving strategic growth, Erin plays a pivotal role in steering Partners in Aging towards success.
Erin is the mother of a blue-eyed, red-headed little boy, Bryant. In her spare time Erin enjoys spending time watching her son grow and learning day-to-day. Her hobbies include spending time with her family and friends, being outside, or reading.
Julie Ray serves as a Professional Fiduciary for Partners in Aging. Her position helps to alleviate some of the responsibility and pressure experienced by family members serving as a personal representative, trustee, attorney-in-fact, or guardian. Julie’s experience in the senior care industry makes her passionate about being a resource for families and providing peace of mind in difficult situations.
Before joining the Partners in Aging team, Julie worked in Elder Law, helping clients preserve their hard- earned assets while still maintaining eligibility for the public benefits they needed and deserved. During her time at the firm, Julie gained experience in drafting and reviewing estate planning documents such as trusts, powers of attorney, wills, deeds and other contracts.
Julie graduated from the University of Evansville with a degree in Business Administration and continued to earn her MBA from Ball State University.
Julie lives in Indianapolis and enjoys traveling and being outdoors with her family and watching her children play golf and softball.
Curtis Reeser has been building customized financial plans to help his clients meet their goals
since 2014. Service is at the heart of his financial planning practice, and he believes building a successful client-advisor relationship starts and ends with communication.
As his skillset develops
and industry knowledge broadens, his business has grown organically through client introductions to friends and family and professional relationships. He believes in the power of consistency and mindset, and their direct impact on your financial plan.
Curtis has been interested in money and finance since high school when he watched his
grandfather, and most successful person he knew, go through a difficult time. Curtis knows that through planning, he can help his clients take control of their financial future. In short, he believes in proactive, as opposed to reactive, planning.
He continued his education at the Kelley School of Business at Indiana University, where he
graduated with a degree in Finance. Since graduating, he has furthered his education in
financial planning, recently earning the Chartered Financial Consultant (ChFC) designation.
In his free time, Curtis enjoys getting outside with his family. He rarely has a quiet night at home with his wife, Maria, and two daughters, Vera and Camille, and they wouldn’t have it any other way. Learn more about Curtis here.
Estate management involves understanding legal documents and estate taxes, often requiring professional help. Effective planning secures your financial future and smooth asset transfer during crises.
Instead of spending countless hours scouring the internet for answers and working with providers who may not understand your unique needs, Partners in Aging offers a one-stop solution.
We provide comprehensive and coordinated support on various aspects of aging so that you can spend time where it matters most – with your family. From financial planning and estate protection strategies to downsizing and navigating long-term care options, we cover it all. Our collaborative team of partners is dedicated to ensuring you have the support you need.
Partners in Aging is born out of a deep understanding of the challenges faced in navigating elder care. We have firsthand experience witnessing the struggles individuals and families endure when seeking trustworthy assistance and navigating the system on their own. Often, people approach us in crisis, unprepared and unaware of the risks, resulting in financial strain and emotional turmoil.
Driven by personal and professional experiences, Partners in Aging was created in collaboration with Applegate & Dillman Elder Law to provide an accessible and efficient approach to obtaining the necessary support during difficult times. Education is at the core of our mission, complemented by a collaborative team of experts in legal, financial, healthcare, and social fields.
As life evolves, our team adapts with you, ensuring unwavering support and guidance as you navigate this journey with confidence and preparedness. At Partners in Aging, we are committed to being your steadfast lifeboat in times of uncertainty. You don't have to face this chapter alone; let us be your trusted companion, guiding you towards a future filled with joy and fulfillment.
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