l i f e s t e p s

Our Experts

Our Team

Meet the Professionals Behind LifeSteps

Our experts work collaboratively to ensure that every client receives holistic, compassionate, and reliable guidance. Whether you’re planning for future care, managing an estate, or exploring senior housing options, we’re here to help.

Chad Fuss

Estate Planning Lawyer

Allison Grebe Lee

Downsizing & Home Transition Specialist

Dan Summerfeldt

Certified Liability Advisor

Niki Tucker

In-Home Care & Care Management Specialist

Katie Law

Medicare Health insurance Advisor

Gabrielle Proust

Daily Money Manager

Cary Smith

Licensed Real Estate Broker

Summer Shepherd

Senior Living Advisor
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