Harbor Group Management Company

Leading operations, marketing, and customer service for 528-unit community.

Senior Property Manager

Care-Aging Consulting

✦	Coach award-winning sales teams in interdepartmental communication, lead generation, communication & closing.
✦	Develop productive sales and marketing plans, helpful tools and resources, compelling events, and dynamic content to generate leads and sales.

Marketing And Public Relations Consultant

Freedom Square of Seminole

✦	Created 3-year strategic sales and marketing plan with multichannel approach for CCRC that boosted lead generation by 68% YOY.
✦	Stabilized sales team, CRM, and boosted number of sales and dollars-per-sale by 50% over 2 years.
✦	Cultivated interdepartmental collaboration and  resident advisory group to gain buy-in, create ambassadors and speakers bureau.

Director Of Sales Marketing

Equity Residential

✦ Promoted from managing 250 unit dual site with retail to 368-unit single site with larger, national brand retail to 463-unit complex multi-site managing 15 team members, vendors, and an annual $15M budget.
   ✦ Created process handbooks for new team members, joined First Day Orientation Training Team and mentored new Community Managers.
   ✦ Directed social media presence for all 3 communities and collaborated with national marketing ensure dynamic online presence as well as curb appeal and local awareness. 
   ✦ Teamed up with revenue management to maximize daily pricing model.
   ✦ Managed multiple renovation projects in collaboration with Construction Services, while stabilizing the maintenance team due to leaves and transfers.
   ✦ Brought each community into Tax Credit compliance with perfect audits all 3 years.

Multi-Site Community Manager

Kensington Place Redwood City

✦	Became Certified Residential Care Facility for Elders (RCFE) Administrator and assumed role of Interim Administrator.
✦	Ensure compliance with state and federal regulations including Title 22 under Community Care Licensing with $8M annual budget.
✦	Managed on-the-floor communication, coaching and development, and team morale for team of nearly 100.

Interim Administrator (Certified RCFE Administrator)

✦	Marketing and outreach for beautiful, innovative Memory Care community
✦	Manage 67-bed memory care community partnerships and marketing efforts from pre-open to 98.5% occupancy plus growing wait list.
✦	Created training course for hospital staff, skilled nursing referral sources, community, police and other first responders to better recognize and assist those with dementia.
✦	Recruiting, hiring, training and continued team member training, coaching, and development.
✦	Develop human resource processes, employee handbooks, resident guides, collateral materials.

Director of Community Outreach & Education

St Clare Commons

✦	Pre-market analysis, building set-up, create marketing plan, collateral materials, documentation, processes for $40M new construction senior living project with 152 healthcare continuum suites
✦	Beat census projections 6 months ahead of schedule!
✦	Created collaborative partnerships with physicians, referral sources, internal resources to innovate customer experience
✦	Created and coordinated events such as job and health fairs, open houses, grand opening festivities, educational opportunities. Notably, the first job fair netted more than 4,000 resumes for 130 jobs!

Director of Marketing

Otterbein Retirement Living Communities

✦	Built census from 61% to 100% plus a waiting list!
✦	Oversaw Sales & Admissions teams, outbound marketing of two Continuing Care Retirement Communities totaling 288 senior healthcare apartments (Promoted from Community Information Director)
✦	Created & produced successful marketing events, netting hundreds of new qualified leads annually, building relationships with prospects, family members and community
✦	Reported on all facets to Executives, Board of Directors, Vice Presidents

Regional Marketing Director

Toledo HBA

Past President of Apartment Association
Council Member
Board of Directors

Toledo Area Apartment Council

Dillin LLC

✦  Managed 234 Luxury Apartments, Sales & Home Owner Association of 18 high-end brownstones
✦  Created marketing plans, sales and events for and with 31 retailers and restaurants
✦  Supervised and scheduled sales, leasing agents, maintenance team, and contractors
✦  Coordinated contract administration, travel, and other administrative tasks
✦  Created events, marketing materials, contracts, newsletters, maintained website, resource databases

Tenant Relations Director and Assistant to Executive Vice President

I am an experienced Sales, Marketing and Property Operations Leader with more than 20 years of success in increasingly responsible leadership roles, consistently driving growth across senior living and multifamily residential communities. I am known for opening, marketing, and managing new communities from blue sky to wait lists. Community start-ups and acquistion realignments are my favorite

What I do is stay abreast of industry trends, define overall marketing strategy, inspire innovation, and create meaningful stories and collateral to fuel revenue growth using multi- and omni-channel marketing. I also hire and develop individuals and teams to do more than they thought possible, focusing on the bigger picture but with regular KPI check-ins to achieve larger goals.

The added value that I bring is having managed both sales and marketing as well as operations, I am adept at garnering all-team buy-in and synergy across departments, ensure smooth operations, creating and managing to budgets, as well as ensuring great customer service by building relationships. 

>>> EXPERTISE <<<

☑ Property and Facilities Management 
☑ New Community Launches
☑ Sales & Leasing Staffing & Training 
☑ Strategic Sales & Marketing Leadership
☑ P&L Accountability with Single Digit Delinquency and Vacancy
☑ Perfect LIHTC Audits 3 years running
☑ Market Analysis
☑ Presentations and Events 
☑ Senior Living Innovation
☑ Residential Care Facility for the Elderly (RCFE) Administration
☑ Aging Awareness & Advocacy 
☑ Creative Content Contributor
☑ Advertising Contract Negotiation
☑ Media Relations and Press Releases 
☑ B2B and B2C Sales 
☑ Customer Relationship Management
☑ CRM Tool Administration
☑ Project Management and Leadership

My personal mission is to create and encourage communities and attitudes that foster happy, healthy residents who are served with decency, dignity, respect, and kindness. #opentowork #innovation #apartments #communities #CAM #CPM #seniorliving #seniorliving 

Jessica Derkis

The Best Notary

I am the founder and CEO of The Best Notary.

The Best Notary has become the premier document execution platform for client focused Estate Planners and wealth managers in the Bay Area and beyond. 

TBN has evolved beyond in-person and remote notarization to providing witnesses on demand, electronic document recording and assembly of estate planning portfolios and binders. 

A rebrand is pending as we focus on revolutionizing how humans interact with both paper and digital documents. Welcome to Frictionless iDeaaS (Impressive Document Experience as a Service) 

We are currently in negotiations with venture capitalists to scale this unique offering and create a world of opportunity for overlooked rock stars. With our current global team of 10 as the proof of concept, we aim to create 1000 jobs that pay more than a living wage in the next 10 years.

Founder

Entrepreneurs'​ Organization

Learning how to scale TBN while connecting with brilliant business owners globally.

Imagine an organization that helps you achieve your full potential in business and personal life through life-enhancing connections, shared experiences and collaborative learning. A community where you can be vulnerable or applauded. A fellowship that fuels your growth.

We are the Entrepreneurs' Organization. A global, peer-to-peer network of business founders and builders who gain the wisdom and support we need to realize our ambitions and move the world forward, together. 

Please reach out to me if you are interested in joining.

Board Member

Creating the Future | A Grand Experiment

Eli Motivates 

“If you want to go quickly, go alone. If you want to go far, go together.” 
- Old African Proverb

Profiling exceptional people around the world, Eli Motivates is a podcast series which intends to ignite that intense passionate fire that resides within all of us. One conversation at a time we shall discover what it truly means to be human.  Listen to the latest episode everywhere podcasts are found.

While recognizing the inherent self-serving nature of motivation in most humans, Eli believes that by inspiring and lifting others we can build a global community of supporters and kindred spirits which will allow us to achieve more than we would have ever imagined possible by ourselves. 

Please reach out if you'd like to be featured on this podcast.

Host and Executive Producer

ProVisors

Provisors is a nationwide networking group which comprises top vetted professionals in their respective industries with a focus on attorneys, bankers and CPAs. The innovative ProVisors system accelerates business results by harnessing and simplifying best practices in the development, nurturing and leveraging of relationships. Members follow a few easy steps to get a high return on the amount of time they invest. Ask me for details if you're interested in joining.

Proud Member of the San Mateo II Provisors Group

LocalX

Organized and marketed the first LinkedIn Local in San Mateo with over 30 guests in attendance. 

Currently working with co-hosts Krista Mollion and Ronald Flores to create other fun, dynamic events all over the Bay Area.

LinkedInLocal Bay Area Host

The Legal Aid Society of San Mateo County

•	Conducting initial client interviews and filling out intake forms.
•	Preparing complete answer packets for unlawful detainer actions.
•	Providing guidance and legal advice pertaining to various housing issues under the supervision of a staff attorney.

Volunteer

International Institute of the Bay Area

•	Spanish-English translations of birth and marriage certificates.
•	Assisting clients with completion of immigration forms.
•	Participating in general office responsibilities as well as providing IT support.

Immigration Assistant

Comcast Cable

Provided customized video, telephone and internet solutions to residential and commercial clientele in the West Bay. My territory spanned San Francisco down to Palo Alto.

Residential Account Executive

Full Spectrum Lending

Acted as a loan consultant and guided homeowners through the intricate process of refinancing their homes with monthly funding volume in excess of $1M.

Account Executive

Outsourced Estate Planning Signing Experience as a Service (EPEaaS), Remote Hire I-9 Verification Nationwide, Kenyan, Superconnector, Marathoner, Provisor, Antiracist, Polyglot 💪🏾

The Best Notary does 3 things for estate planning attorneys who have started working with a business coach and are ready to grow their business:

1. Increase lead flow 10X by expanding their attorney's reach statewide through TBN's network of trusted notaries in all 50 states.

2. Increase client satisfaction 10X by bringing the signing meeting to clients' homes or through video signings.

3. Quadrupling the firm's disposable time by taking over routine administrative tasks and the burden or hiring, training and retaining staff.

I grew up in Kenya then moved to Michigan for college when I was 19. I hired my first employee in 2010 and ran my first full marathon in 2016. After completing that race in 5:25, I realized that I can accomplish whatever I put my mind to no matter what obstacles arise.
 
I work hard to see the goodness and kindness in everyone before I notice challenges and opportunities for growth. I do my best to speak from the heart at all times and to listen closely and acknowledge what is being said before I respond. 

My ultimate vision is to help build a world where instead of competing for limited resources, we're all racing to share infinite abundance with others.

For fun I run, swim, meditate, play the piano, practice French, juggle and challenge everyone I meet to answer the question "Who am I?" conclusively.

Our Company: 

The Best Notary helps estate planning attorneys all over the US streamline their document signing process with in-person or video-based Remote Online Notarization (RON) through our vetted network of notaries in VA where online notarization has been legal since 2011. 

Our team reviews and proofs the estate planning documents after making sure all the signers are technically ready for the 10 minute Zoom appointment to electronically sign the documents. We also electronically record deeds in numerous counties around the US. 

We have built strong relationships with the top 3% of notaries around the US, most of whom we have already worked with and screened for reliability and professionalism.

Our customers keep returning because of their confidence in our proven reliability, industry expertise and commitment to a long-term relationship.

Our mission is to empower estate planning firms serve more (and diverse) families in-person and remotely as we build an AI-powered, freemium notarization and witness on-demand platform to expand access to legacy planning for a billion families and help bridge the global wealth divide.

I'm looking forward to working with you to help leave this world better than we found it.

Eli A.

Just wrapped up my Thanksgiving coffee meeting with Kristi Royse  at Peet's — her office away from office where she coaches executives through the transitions that keep them up at night.

Back in 2019, Brenda Swiney introduced me to her about joining ProVisors. She didn't know me from anyone but she saw something in me. 

Some group leaders had already said no.

Kristi fought for me to get in.

That single "yes" became the foundation for everything we're building today.

Through Provisors, I connected with estate planning attorneys who became referral partners as they showed us what was broken in their world. 

The endless hours on logistics. The geographic limitations. The dreams deferred because they were stuck in execution instead of strategy.

Today, watching Kristi help CEOs navigate their own pivots and build stronger teams, I see the same pattern: one person's advocacy creates ripples that touch thousands.

Because of Kristi's belief in a stranger, we now serve hundreds of estate planning firms across the US. As we like to say we have amazing people from Maui to Maine. 

We've freed attorneys from the tyranny of geography: no more 2-hour drives for 20-minute signings. They're now protecting families who couldn't access estate planning before. 

Single parents in Fresno. Caregivers in Riverside. Retired folks in rural areas of Texas, Massachusetts, Utah and Upstate New York.

Patricia De Fonte, JD, LL.M.  expanded statewide. Other partners launched philanthropic initiatives. 

Some like Jeffrey Austin finally took real vacations.

All because one executive coach saw potential in someone she'd never met.

This Thanksgiving, I'm grateful for leaders like Kristi who open doors without knowing what will walk through them. 

For the estate planning attorneys who trusted us when we were just getting started. Stephanie Rosso, PhD who builds alongside me every day.

But mostly, I'm grateful for the privilege of this work itself.

We're not just digitizing documents or scheduling Zoom calls. We're democratizing access to legal protection. 

We're giving attorneys their lives back. We're helping families sleep better knowing their kids are protected.

This selfie from Peet's today reminds me: One person's belief can ripple out to touch thousands of lives.

Who took a chance on you when they didn't have to? 

Tag them below — they deserve to know their impact this Thanksgiving. 🙏🏾

#Thanksgiving #Gratitude #EstatePlanning

Eli Angote

We're bridging the global wealth divide with our managed back office for estate planning attorneys. Clients leverage our platform to serve 10x more families statewide remotely. Polyglot, Kenyan, Marathoner, Piano 🎹 💪🏾

No alternative text description for this image

Feeling grateful to be alive as Stephanie Rosso, PhD  we take off to LA to enjoy some deep dives around the theme of "Radical Bravery" at the 2025 End Well Conference on Thursday.

The timing couldn’t be more perfect after we finished watching the EPIC and UNFORGETTABLE final episode of HBO's  Six Feet Under on Saturday night.

Anyone who has seen that show almost unanimously agrees its one of the most amazing pieces of TV ever produced.

Death unites us all and the more honest we are about it, reality, the more fully we can live and maximize every drop on the miracle that is this one human life. 

There are no rehearsals. Jump in and Live Fully today!

#Endwell #SixFeetUnderVibes

What an amazing time was had last Friday as Stephanie Rosso, PhD. and I raised the curtains and a toast to our brand new Clio Certified Partner status. It was wonderful that  Clio team members Angelica Cugini and Luke Wagner could join us all the way from Toronto with Andrea Moreno, MBA representing their Vancouver office. 

We were thrilled to have members of the TBN advisory board represented by Marion Engelke and Jesse Spears alongside connector and ecosystem builder Erik Mayo. It was also wonderful to meet our University of California, Davis MSBA Capstone interns Akansha Totre, Ritika Garg and LA Shae B. in person after working together virtually for a few weeks. 

A special shout out to our team members Sofia Schreier and Zilsha Kaye Meting who worked really hard behind the scenes to set up and promote the event. 

It was also great to see you Anne Gyemant-Paris, Claudia Brenner, Daniel E. Martin, Ph.D., Audrey Murray and of course a big thank you to our gracious host Tony Wessling of the Wessling Contemporary who I met via the illustrious powerhouse Jonathan Speed aka "Speedo" by way of Phil Dillard and the Brothas of Wingtip. 

The exhibit by Don Hershman Still | Still set the background for the patient, disciplined commitment to detail that mirrors the essence of true craftsmanship that both The Best Notary and Clio bring to the legal professionals we serve. 

We're looking forward to more events, more collaboration at the intersection of law, art, legacy, community and technology. Please reach out if you want an invite to the next one! 

#partnerships #collabz #TBNPlusClio

As Stephanie Rosso, PhD and I wrap up an unforgettable stretch in Southern California, we’re heading home tomorrow with full hearts, notebooks and a new respect for what traffic really means in this region. 🚦 

The week kicked off in Los Angeles with a mix of client meetings and reconnecting with clients, friends.  It was fabulous to connect with you Loriana Moizesch, Rosanna Savone and Rachel Fain, Anthony Davenport  and Lauren Neumann! 

Every conversation felt like a small masterclass. 

Real stories. Real challenges. Real momentum. 

It reminded me why showing up in person still matters, even in a world built on Zoom and e-signatures.

Then came the End Well  Conference. The programming offered thoughtful insights on caregiving, aging, end of life choices, grief management and how communities can better support families with difficult transitions.

The takeaways were grounded in evidence-based work shared by clinicians, researchers, and advocates across the field (see: End Well Foundation program materials, endwellproject.org). It stretched my thinking in a good way. It was fabulous to see you there Laurie Reese, Katina Perkins M.Ed., Byron Ricardo Batres, Estrella Serrato, Noelle Kimble McEntee, Gavin Walker, Michelle Desmond, Fernando Murillo, Elaine Esler, Katie Mayo and many many other amazing folks. More debriefs to come!

We closed the trip in San Diego for a beautiful wedding reception for none other than Gavel’s Brittany L. Hernandez and some long overdue friend time in Vista. Sunshine, laughter, and conversations that hit the reset button.

Across all of it, the theme was the same: growth happens when you step out of your bubble, stay curious, and keep listening.

What recent trip shifted your perspective?
#growth #community #endwell

When you truly surrender and let go, all the goodness and joy rushes in and fills you up more than the illusion of control ever will.

Thanks Stephanie Rosso, PhD for 6+ years of helping me let go of the illusion that I’m in charge.

You have the keys to my heart, POA, AHCD and even my phone 🔑 ❤️ 📱.

I couldn’t be more proud of the groundbreaking work we’re doing together along with our wonderful team and ecosystem of believers to help make the world a little kinder and more inclusive than we found it.

The grass has never been greener and the future rosier. Here to another 6 years and then 60 more and into the next life!

#rydeOrDie #LeGacy #FromTheHeart #EQ #Emotionallntelligence

Twenty years after its finale, HBO's Six Feet Under remains the most honest portrayal of death in American culture. 

Watching that legendary final episode last with Stephanie Rosso, PhD before heading to the End Well Conference wasn't just perfect timing but a masterclass in why our industry exists.

The Fisher family didn't just run a funeral home. 

They normalized the conversations nobody wanted to have. 

They showed death as messy, complicated, beautiful, and utterly human. Not the sanitized version we pretend exists, but the real thing that touches every family differently.

Building in death tech means confronting the same resistance the Fishers faced every episode. 

People want to look away. 

They want someone else to handle it. 

They want the paperwork done but not the conversation started.

But here's what Six Feet Under understood that Silicon Valley often misses: Death isn't a problem to solve but a human experience to honor.

The show taught me three things that guide every decision at our company:

1. Meet families where they are emotionally, not where your process needs them to be

2. The business of death is really the business of life; helping people maximize every moment they have left

3. Technology should amplify human connection, not replace it

When Nate Fisher said "You can't take a picture of this. It's already gone" — he wasn't just talking about moments. 

He was talking about the urgency of getting your affairs in order while you still can.

That's why we built remote signing capabilities. 

Not to avoid human connection, but to create more of it. 

To let families gather from anywhere. 

To remove geography as a barrier to being present for what matters.

Death unites us all. The more honest we are about that reality, the more fully we can live.

There are no rehearsals. 

#Endwell #SixFeetUnderVibes #DeathTech

This weekend Stephanie and I experienced a magical evening of meditation with the deep resonance of the Gamelatron at Blue Heron Arts in SF.

This exhibit titled "1000 Ways to Sit" was breathed into life and curated by an amazingly deep soul and torchbearer of ancestral wisdom Kamau Akabueze (and friend of visionary artist behind the project Aaron Taylor Kuffner)who we met through Claudia Brenner last week. 

Thanks also to Robert Fishkin for introducing me to this art form earlier this year and to you Daniel E. Martin, Ph.D. and Tania Cuevas for further instigation. 

The experience is tough to put into words but I'll try. 

It feels like stepping inside a living instrument. 

Metal voices shimmer in the air. 

Each automated strike creates a calm pulse that settles the mind and lifts the spirit. 

It is an Indonesian ancient craft fused with modern tech, revealing how sound can hold memory, rhythm and quiet magic in one place.

If you can make it, today is the last day!

Grab your tickets here: https://lnkd.in/gW_aKnhG

Building on our partnership with WealthCounsel, LLC last year we are beyond excited to announce our Clio Certified Partner status!  Thanks for your support Angelica Cugini, Eric Schouten and Mary Kang. 

Join myself and Stephanie Rosso, PhD us on 11/14 for an unforgettable evening of drinks, art, and conversation as we celebrate Clio Work's launch—and explore how we can help you connect Clio to your custom apps and workflows. Together, we’ll imagine the future of law now that the AI genie is out of the bottle.

We'll also chat about how AB 931 will transform the legal landscape in California with the restriction only applying to contingency fee sharing with non-attorney entities. 

We only have 25 spots so RSVP today if you're an attorney looking to expand your firm in 2026. Attorney coaches/consultants, corporate trustees, and fiduciaries are also welcome!
 
https://luma.com/4rdxoe1j

#ClioPlusTBN #partnerships #legaltech

😮  Wondering if remote notarization is really legal - or worth it? 

In this video, we break down how California’s SB 696 makes out-of-state RON valid, why it’s more secure than paper, and how attorneys are saving hours by outsourcing every part of the signing process. 

👀 https://lnkd.in/gTwXNBsv

We love working with interns because they bring fresh new perspectives and solutions that challenge our own status quo. 

Please reach out if you run an internship program. We have spots available in our marketing and engineering teams and love mentoring undergrad and graduate students.

#PassingTheTorch

MSBA @ UC Davis | Ex-Deloitte | Internal Audit & Risk Consulting

Such a proud moment to celebrate The Best Notary's big win as a Clio Certified Partner! 🎉

Being part of TBN during such an exciting milestone feels special. Meeting Eli Angote and Stephanie Rosso, PhD in person after weeks of working virtually gave me an even deeper appreciation for the vision, grit, and community-first mindset they bring to this work.

TBN’s partnership with Clio is such a strong validation of the impact they’re creating in the legal-tech space: blending trust, efficiency, and genuine care for the clients they serve. Seeing that celebrated in person was truly inspiring.

Grateful to represent University of California, Davis - Graduate School of Management with Ritika Garg and LA Shae Benjamin at this event and excited for everything ahead as we continue contributing to TBN’s data analytics journey. ✨

#TheBestNotary #ClioCertifiedPartner #UCDavisMSBA #LegalTech

Who knew that a "random" conversation while standing in line at ClioCon 2022 in Nashville would lead to this fabulous opportunity to partner with Lawvex, LLP one of the most technology focused and innovative estate planning firms in California. 

As a former airline pilot, Gary Winter loves to build systems that scale and I'm so glad we have kept in touch over the years and are now positioned to collaborate in a significant way to expand access to quality legal support while maintaining affordability in 2026 and beyond. 

It was fabulous to meet again in person last Monday during out epic SoCal trip. 

Stay tuned for more details as we prepare for liftoff! 

#ManagedBackOfficeForModernEPFirms

Expert Estate Planning Attorney & Founder/Managing Partner at Lawvex

Thankful this Thanksgiving week for the meet up in Newport Beach with Eli Angote and Stephanie Rosso, PhD from The Best Notary as we plan to massively expand remote estate planning signings for 2026 at Lawvex, LLP and a new opportunity to collaborate together to share probate systems, workflows and coaching with the Probate Pathway community!

The holidays can feel tender, complicated, and emotionally charged for probate clients — and it’s natural to wonder whether giving them space is the kindest approach.

But the real gift you can offer this season isn’t distance… it’s guidance. 💛

Join us tomorrow for a powerful session with Laney Lyons, where we’ll dive into how to support grieving clients with clarity, leadership, and compassion during one of the most challenging times of the year.

In this session, we’ll explore:

💛 How to support clients with empathy — without absorbing their emotional world.

 🧭 Scripts and guidance to help them navigate holiday conversations, pressures, and unexpected triggers.

 📘 A free client guidebook for navigating grief-related challenges during the holidays.

 ⚖️ How “leaning in” strengthens your client relationships and differentiates your practice.

Because leadership isn’t stepping back — it’s showing up with steadiness when your clients need it most.

RSVP Here: https://luma.com/gzv4fmav 

#ep #estateplanning

Running a business can feel heavy, nonstop, and overwhelmingly hands-on. 

It’s easy to wonder whether adding “AI” will just make things more complicated.

But the real shift happens when you learn to use AI with clarity and confidence — not as another task, but as a tool that lightens your load.

This is the moment to lean in as a leader and discover how AI can remove mental clutter, streamline your work, and free you to focus on the decisions, relationships, and strategy that truly move your business forward.

Join us as Alexandria (Ali) Goff breaks down:

🤖 What AI actually is (in plain English) and how to use it safely

 🧭 Tools to automate repetitive, time-consuming tasks

 🪜 Simple ways to systemize workflows and empower your team

 🧑‍🤝‍🧑 How smart delegation reduces overwhelm and creates real breathing room

 📘 A free resource with scripts, prompts, and ready-to-use examples

👉 Learn how to turn AI into clarity, support, and efficiency—so you can save time, reduce stress, and focus on what truly matters.

RSVP Here: https://luma.com/r1kzxhu3

To celebrate 18K I thought it would be fun to reveal more of myself to new and old friends by sharing a few words that describe me.

On a recent podcast I listened to, someone dropped a phrase that really hit home for me.

"A label is a shorthand way to give people assumptions about you that you can tolerate."

Here are some labels I feel comfortable with you dear reader making assumptions about me that I can tolerate you making.

[Ultra] Super Connector.

Life and business partner to Dr. Stephanie Rosso, PhD  ❤️ 

Bridge Builder.

Kenyan.

African. 

American.

Antiracist.

Founder.

Entrepreneur.

CA Notary public. 

Certified Paralegal.

College graduate.

LSAT dropout [Canceled Score] 

Marathoner.

Advaita Vedantist.

Foodie.

[Servant] Leader.

Hip Hop Head.

LinkedIn [Micro] influencer.

Creator.

Meditator.

ADHD.

Ambassador for peace love and kindness.

Human in recovery from trauma.

Cis man questioning gender identity.

Expression of infinite intelligence and abundance.

Techie.

Naturist.

Carnivore.

NVC student.

[Intermediate Level] Piano student.

Moviephile.

Eclectic Music Lover.

Oenophile.

Digital Nomad.

Trusted Housesitter.

Avid reader.

Polyglot.

[EP] Attorney whisperer.

Zen practitioner and student.

Death positivity advocate.

While it is impossible to for any one label to capture the entirety of my limitless aspects of self and parts, these are a few that I'm comfortable revealing at this time. 

More to come later as I make peace with the my growing understanding that no single person or story has all the answers and we are all figuring and making up meaning for ourselves as we go along.

How about you? 

What labels do we share based on my list above?

Which ones define you? 

Or perhaps even liberate you the most?

Let's play with these labels that perhaps we've all been taking way too seriously!

#Labels #Identity #Leadership #SelfRevelation

Join us at 5PM if you'll be in the city tonight, we still have a few more spots open. 🎉 

We'll be in the heart of San Francisco’s Union Square, at a very special gallery where fine art meets fearless conversation and a place where vision and ambition collide.

The current exhibition, Still | Still by Don Hershman, captures that spirit perfectly. Spanning 35 years and 41 paintings, Hershman’s work transforms the quiet poetry of everyday objects into studies of resilience and beauty. 

Each canvas hums with patience, discipline, and a devotion to detail—the same qualities that define true craftsmanship in any field and what The Best Notary and Clio bring to the planning industry!

RSVP here: https://luma.com/4rdxoe1j

Check out our shiny new Clio Certified partner listing here: https://lnkd.in/dak2jMxT

Tag an attorney who needs to level up in the age of AI!

#celebration #legaltech

Slow growth is still growth. 💪 

My solution is hybrid as usual.

To implement AI strategies sloooowwwwly with thorough testing as we go along.

#buildingFastANDslow

Storyteller of Interdependence across our Relationships with Nature, Humans, and Technology

Just think about it that’s all. No plea for engagement or commenting. Enough of that

We hosted Laney Lyons last month and got a sneak preview of this amazing course. 

If you've been on the fence about adding probate to your practice, now is the time!

Consultant to Estate Planning Law Firms, Team Retreat Leader, Author, Speaker, Entrepreneur, Mom, Traveler, Community Servant

"Most Attorneys Know Probate… But Not"

Most attorneys who “know how to do probate” are still missing the one thing that creates consistent revenue: A probate business engine.

If you’re great at the legal work but:
• consults feel unpredictable

• clients hesitate to hire

• you’re reinventing your offer every time

• probate intake feels chaotic

• marketing feels hit-or-miss

…then it’s not your skill. It’s your systems.

That’s why I created the Probate Plug-and-Play™ Sales & Marketing Power Course — a focused program that gives you the offer, consult structure, marketing plan, and

DFY materials you need to grow a profitable probate practice quickly.

Enrollment is now open.

Starts January 20, 2026.

Enroll here 👉
https://lnkd.in/gPX5cmri

Use code FRIDAY for $500 off through Nov 28.

I'm going to leave this right here. And wait. 😊 

What side are you on?

Estate Planning and Tax Partner at Rimon Law

I cannot express how bad an idea this is for financial advisers. 

Are you deeply educated on:

-trust law
-the law of wills
-legal agency
-probate process and procedure
-guardianships
-conservatorships
-non-probate transfers
-creditors and debtors right
-the income tax of individuals
-the income tax of trusts and estates
-the income tax of beneficiaries 
-state income tax of trusts and estates
-estate planning structures (and the reasons for those structures)
-penalty clauses, and their reach 
-the duties of trusteees
-the duties of executors
-the duties of trust protectors
-types of powers of appointment
-how to exercise a power of appointment and why
-interpreting existing estate plans (what, you think every client and their family are a clean slate?)

Does your insurer cover trust and estate litigation?

Do your clients know your communications are not privileged?

If you hold yourself out as a fiduciary, this does not meet the standard.

I could go on. This is a bad idea.

Reporting this important data right from End Well  📊.

EP attorneys please start “prescribing” some of these shows today.

“The Pitt” is currently at the top of my list.

What are your go-to shows to start these hard conversations?

#NormalizingDeathAndDying

Host & Producer, TED Health • Practicing Internal Medicine • Founder, End Well • BRCA & Women’s Health Advocate • On-Air Media

View Shoshana Ungerleider, MD’s profile

Pop culture isn’t just entertainment — it’s one of the most powerful forces shaping how we understand care, loss, and what it means to live well until the end. New research from my nonprofit, End Well, in collaboration with the USC Annenberg Norman Lear Center Media Impact Project, found that when people watch authentic portrayals of serious illness, caregiving, or dying, they’re far more likely to take action — to start conversations, make plans, and ensure their care reflects their values.

That matters. Because while 90% of Americans say end-of-life conversations are important, fewer than 30% have ever had one.

When storytelling reflects real life, it gives people language — and permission — to act. That’s culture doing the work medicine alone cannot. https://lnkd.in/e4xrSD5x

Open article: How Pop Culture Influences Choices Around Death, Dying by hospicenews.com

How Pop Culture Influences Choices Around Death, Dying

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