Our job at Life Management Advisors is to help individuals manage the tasks of
daily living that seem to get more complicated and time consuming as we get older.
We make it possible for individuals to maintain an independent, carefree lifestyle.
Family members will rest easily knowing that an experienced individual is visiting
their loved one in their home and helping them manage these day to day tasks. more
Read our Oath of Service
We are very excited about our new Amelia Island location. Mark Ross and Kristine d’Esterhazy will be the managers of this new branch.
Mark W. Ross
Mark has been involved with Life Management Advisors since inception in 2003. Prior to that he was a Vice President and Financial Advisor with Merrill Lynch Wealth Management where he earned and maintained licenses including Series 7, 63, 65 and Health, Life &amop; Variable Annuity Insurance License. In 1999, Mark attained the Certified Financial Manager designation at Merrill Lynch where his duties included wealth management and preservation of high net worth individuals. He has extensive experience in portfolio management, trust services and real estate asset management. In addition to his experience in the financial services and asset management, he has also owned and operated a nursing and health care staffing agency in Jacksonville, Florida. Mark currently resides in Amelia Island.
Kristine d’Esterhazy, CFP® has over fifteen years experience working in the areas of estate planning, administration and litigation, tax preparation and retirement planning. She is a Certified Financial Planner® professional and a Certified Paralegal. Kris earned her Series 6 and 63 licenses while employed as a retirement plan specialist in New York. Her broad financial background includes work in annuity service operations with New York Life Insurance Co., as well as preparation of complex individual and fiduciary tax returns and fiduciary accountings with a prestigious New York CPA firm. Most recently, Kris served as a paralegal with Ivan, Cole, Bonnette and Kane, P.A., a premiere trust and estate law firm in Jacksonville. Kris earned her Bachelor of Arts degree from Binghamton University, and her Master of Arts from Boston University.
Kris is an avid skier and loves to travel. Before settling in Jacksonville with her husband Ed in 2003, she lived in Canada and Colorado, and in several Northeastern US locales. Kris is the proud mother of Gabe, Ali and Tim, and of course Gimli, her cat.
EVENT: Life Management – Caring for Aging Loved Ones
Thursday, June 10, 2010; 6:30-8:30
Mark Ross, 904-237-6603
Heather Bayfield, Life Management Advisors and the Nassau County Council on Aging
As individuals become older we often find ourselves unable or unwilling to take care of all the day to day problems and tasks that are needed to sustain an independent lifestyle. These tasks can be daunting for any family member but for those with little time on their hands and those that live at a distance, these tasks can be nearly impossible. We will outline and help develop a plan to manage everything from bill payment and medical claims management to estate planning and home health care planning.