Resources
Keystone Real Estate Group, Inc.
Jean Allard, Vice President
Jean began her career in outside sales for the credit card processing industry. After being promoted, she worked to expand and train the business banking sales force for Citizens Bank. During her tenure, the group grew from 12 to 140 salespeople.
Jean left banking to work as the Sales Director for the Greater Providence Chamber of Commerce. It was there that she was able to deepen her relationships within the RI business community.
Over the past 6+ years, Jean has channeled her sales and marketing experience into the Real Estate sector. Jean has achieved the RI Monthly Five Star Realtor Award for the past 4 consecutive years.
She holds a Senior Real Estate Specialist designation (SRES), and has been asked to speak on radio and television to share her expertise. She’s also been published in PBN, Fox Business News, and others.
She continually leads panel discussions across the state to educate seniors and their families about transitioning from home when it’s no longer safe to live alone.
Jean serves on the Board of Directors at the Hope Alzheimers Center. She is an active member of the RI Assisted Living Association, as well as the Senior Agenda Coalition, and The Women’s Appraisal Group. She’s also a member of the RI Association of Realtors, National Association of Realtors, and RI Commercial and Appraisal Board of Realtors.
Cornerstone Money Management, LLC
Elizabeth Carroll, CPA and Daily Money Manager
Beth Carroll helps seniors in their homes organizing and managing their day-to-day finances. She offers a range of services, including paying bills, reconciling bank accounts, preparing and monitoring budgets and preparing financial records for income tax filing. She started her own daily money management business after realizing the need for these services and the benefit she was able to provide to others, from her own aging parents to members of her community.
She helps seniors, including those struggling with illness and/or loss. She also assists adult children who do not have the time or ability to manage their aging parents’ financial affairs. Managing money is one of the ways we maintain independence and control over our lives. Beth is committed to help others take control of their finances, simplify their lives and achieve peace of mind.
Beth is a member of the American Association of Daily Money Managers, the American Institute of Certified Public Accountants and the Rhode Island Society of Certified Public Accountants.
Cornerstone Money Management, LLC is fully insured and follows the code of ethics of the American Association of Daily Money Managers. Contact Beth today for a free initial consultation.
Scott & Handwerger, LLP
Estate Planning, Elder Law, Probate
Laura G. Handwerger, Esq., Partner
Bar Admissions
- Rhode Island
- Massachusetts
Professional Associations and Memberships
- Rhode Island Estate Planning Council
- National Association of Elder Law Attorneys (NAELA), Rhode Island and Massachusetts
- East Providence Chamber of Commerce
- Accredited by the Department of Veterans’ Affairs
Personal Bio
Attorney Handwerger’s interest in this field of law stems from the time she spent with her grandmother, who was disabled at a young age due to complications from multiple sclerosis and lived with her family until after Attorney Handwerger finished college. As she watched her grandmother struggle with her disability and the challenges of growing older, she realized that she was interested in learning ways in which she could assist the older population. Throughout law school and in her positions afterwards, Attorney Handwerger has dedicated her practice to areas of the law that reach and affect the older population and their families, such as estate planning, Medicaid and special needs planning. She is dedicated to assisting not only seniors, but their families as they navigate the complicated and often frustrating aging process. Please do not hesitate to call with any questions or concerns you may have about yourself a loved one. We are here to help!
Attorney Handwerger was raised in Stowe, Vermont and currently resides in Smithfield, Rhode Island, with her husband Eric and their beautiful little girls, Ella and Lillian. When she has time, she enjoys cooking, walking/running, swimming in Slack’s Pond Reservoir and spending time with her friends and family here in Rhode Island, Massachusetts and Vermont.
Justin Oakley, OTR/L, ECHM
Oakley Services - Home Modification Division
Oakley Services, Home Modification Division is a full service home modification company with a focus on Fall Prevention, Accessibility, & Aging In Place. The team includes Justin Oakley, a registered and licensed Occupational therapist & and registered contractor, Mike Vieira. They offer Free Home Safety Assessments and provide a complete, itemized recommendations list of home modifications to promote home safety. Common modifications include Grab Bar installation, Stairway Handrails, Custom Entrance Railings, Wheelchair Ramps, Stair Lifts, & a wide variety of adaptive equipment. They are able to identify problem areas in your home and collaborate with you to determine the best solutions for function & safety. Most often times solutions are very inexpensive and require only minor modification to your home. They also work with a variety of organizations so grants are sometimes available. Photographs of completed projects can be found on Facebook.com/OakleyServicesHMD & OakleyServicesTeam.com.
