Logistics of Sacred Aging

Vice president of MCM Agency for 24 years and owner broker of the Maxx Agency for over 35 years, began her career in 1990 has been meeting the insurance needs of the business and professional community.. She has moderated courses for the insurance industry for more than 25 years, taught undergraduate business classes at Manhattanville and Westchester Community Colleges as well as lectured at Columbia Dental School and at various chambers of commerce & civic clubs on insurance and business techniques for the professional entrepreneur. She is a past president of The Westchester Association of Women Business Owners.

Maxine’s in-depth knowledge of benefits had to extend to the Senior Market more than 25 years ago as her client base began to age and eventually expanded to Medicare consulting and sales. Her desire to learn of federal and state insurance law gave her the ability to help her diverse clientele when making their choices in coverages, year after year. Her client list includes for-profit and not-for-profit health care, as well as mainstream businesses and individuals which makes her adept at communicating the importance of proper insurance for everyone.

After 42 years of living in NY, Maxine made Valencia Shores her permanent home in Oct 2022. She has 2 married children and 6 grandchildren and in 2024 will be married to her husband Robert for 50 years!

I have been a social worker for over 35 years; I have always practiced in geriatrics. I have worked in many in-patient, and out-patient settings doing different social work programs including chronic kidney disease, cardiac, burn unit; Ombudsman training volunteers for nursing homes, and finally hospice and palliative care for the last 12 years.

I found I really loved working in home hospice care, and from that I found more passion for community based Palliative Care. I was given an opportunity to start a home based palliative care program for a few years out of Phelps Hospice. I really enjoyed helping those with chronic illness and helping to support the patients and their families, as well as having important discussions around goal of care.

I have 3 children, 2 married, and many grand dogs.
I love gardening and traveling, and of course dogs!

Geri Eisenman Pell, CFP ® , MBA, CDFA ® Private Wealth Advisor and Co-Founder of Rise Private Wealth Management, has been financial advisor since 1986.  Among numerous national recognitions, Geri has appeared on CNBC, CNN, NBC Nightly News, and Fox Business News. She has also been quoted in and written articles for The Wall Street Journal, The New York Times, USA Today, Financial Planning, Financial Advisor and Registered Rep Magazines.

Geri has had the distinct honor of being recognized by Barron’s Magazine as one of their Top 100 Women Financial Advisors from 2009-2024. She has continuously been ranked as one of Barron’s Top 1,200 and Top 100 Independent Financial Advisors in the country. She has also been named a Forbes Top Women Wealth Advisor and Best-in-State Wealth Advisor.

Geri’s focus is on helping high net worth clients plan their financial goals for a lifetime and beyond.  She believes that when done right, financial planning can be a life changing experience, re-aligning your relationship with wealth.  Geri is a firm believer in the idea that working on money, investment and family issues should be a healing, non-stress-inducing process.  Clients often tell her she sits at the intersection of money and
life.

One investment strategy Geri feels particularly passionate about is Socially Responsible Investing, or Impact Investing. Geri believes in the power of investing with your values as a means of supporting companies that have environmental, social, and governance policies that coincide with clients’ individual morals and values.

Geri is proud to serve in the community in which she lives and work on a number of non-profit boards including Treehouse Shakers, the Women’s Leadership Alliance, the UJA and the Purchase College Foundation.

Tony Rizzuto, CFP ® , CLU ® , APMA ® is a Private Wealth Advisor and Senior Vice President of Rise Private Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC. Tony has been a financial advisor for over 35 years, working with successful corporate executives, business owners, and families using a comprehensive approach to financial planning that is unique to their personal goals.

Together, Tony works with his clients to create compelling tax management and investment strategies that are tailored to each individual’s financial priorities and objectives. He also works closely with clients on their estate planning strategy needs to help them feel confident they have a plan in place to take care of their families both now, and in the future.

Tony specializes in investment management, executive compensation & benefits, retirement planning strategies, and insurance. In 2024, he was recognized by AdvisorHub Magazine as an Advisor to Watch (over $1 billion).

Tony serves on the board of the Westchester Parks Foundation and the Business Council of Westchester Foundation.

Jessica Flores joined the Alzheimer’s Association in March 2018. 

Prior to joining the association, she worked for New York City Housing Authority-Brooklyn Social Services and NYC Health and Hospitals in New York City.  During her tenure with these agencies, Jessica attained vast experience serving the most vulnerable members of the community (elderly and mental health). Jessica attended City College of New York-Center for Worker Education in 2005.​

In 2017, Jessica lost her father to Alzheimer’s. Her personal experience gave her a deep appreciation for how the Association seeks to improve the quality of life of people living with Alzheimer’s and their caregivers.

Jessica resides in Southern Dutchess with her husband, Richard, and has two daughters. Jessica and her family are camping enthusiasts and love road trips.