Dr. George G. Glenner
2012-13 Board of Directors
Julie A. Sugita is a California Licensed Professional Fiduciary (license #447) as well as a National Certified Guardian (NCG). As a former practicing periodontist (dental specialist), Julie was licensed by the State of California to practice dentistry until health issues created another direction on her career path. With many elderly patients in her dental practice, Julie found joy in helping patients maintain dental health and function, often adapting treatment options to patients’ multiple medical conditions and medications.
Having been a full-time caregiver to her mother-in-law during her illness with Alzheimer’s Disease, Julie brings to this service a unique personal understanding of caregiver roles, and the knowledge that not every family member has the skills to provide this critical and usually stressful care to a loved one. It was during this experience that Julie developed a strong appreciation for “many helpful hands along the journey.” It is her belief that a Professional Fiduciary can provide just those helpful hands especially when dealing with complex healthcare concerns and conditions. Many times, family members aren’t available or lack the needed skills or knowledge of healthcare issues.
Enhancing her healthcare background with a Master’s of Science degree in Gerontology from San Diego State University, Julie brings a knowledge of the aging field to her business, and has most recently worked for LightBridge Hospice Community Foundation in San Diego, developing community outreach and educational programs for the foundation that compliments the traditional care offered through LightBridge Hospice and Palliative Care. While at the University, Dr. Sugita pioneered a training symposium for oral healthcare providers on their role as mandated reporters of Elder Abuse and Neglect, a topic with which many dentists, hygienists and assistants are unfamiliar. She has authored an article based on her research, which has been accepted for publication in the Journal of Elder Abuse and Neglect.
Eric Benink was admitted to the California bar in 1997. He received a Bachelor of Business Administration degree from the University of Massachusetts – Amherst in 1992 and a Juris Doctor and Master of Business Administration degree from the University of San Diego in 1996.
In 1997, Eric began working in the Enforcement Division of the Department of Corporations, California’s securities, commodities, franchise, and finance and mortgage lender regulator. He investigated dozens of illegal stock offerings, private placement frauds, illicit brokerage practices, and ponzi schemes, and brought civil and administrative actions against the perpetrators. He also worked closely with criminal agencies in their prosecution of violators of laws under the jurisdiction of the Department.
Eric joined Krause & Kalfayan in 2002 and represents consumers, businesses and shareholders in securities, consumer fraud, and business litigation actions in state and federal court. He also represents investors in FINRA arbitrations. In 2005, he became a partner in the firm, which was renamed Krause Kalfayan Benink & Slavens, LLP.
He is a member of the San Diego County Bar Association, the Consumer Attorneys of San Diego, the Public Investors Arbitration Bar Association, and is a former President of the Old Mission Rotary Club (2009 – 2010). He is also a 2004 graduate of LEAD San Diego, one of the oldest and most prestigious community leadership organizations in the nation.
Virgil Barbat graduated from the University of Michigan with a bachelor of science degree in engineering physics with a minor in mechanical engineering. He attended the University of California, Berkeley on a Nuclear Science and Technology Scholarship and received a M.S. in nuclear engineering. He started and ended his career at General Atomics in La Jolla, working exclusively in different phases of nuclear reactor component design and development including becoming a licensed Senior Nuclear Reactor Operator. He has extensive on-site engineering management experience with assignments to Jakarta, Indonesia, Sacramento, CA, and in La Jolla for projects at General Atomics.
Following retirement he has been actively sponsoring and promoting the Duquesne University Tamburitzans (a group of college students who perform music, songs and dances of Eastern Europe) for annual performances in San Diego County. He has served on the Board of Directors of the Glenner Memory Care Centers since 2001; currently as treasurer and chair of the Finance Committee.
Virgil enjoys playing volleyball and tennis. Currently enjoys world traveling with his wife, gourmet cooking, wine tasting, and spending time with children and grandchildren.
David Wallace is CEO of Senior Helpers of San Diego, an agency that specializes in providing professional caregivers who help people with Alzheimer’s disease and other forms of dementia – live an enriching and dignified life in the safety and comfort of their own home. David is a 30-year resident of San Diego, and has been a member of San Diego’s business community for more than 15 years.
In his role with Senior Helpers and as advocate for San Diego’s seniors — including veterans of the U.S. military and their families — David has been featured routinely in San Diego TV and print media to provide commentary and perspective on a wide range of issues related to aging and caring for a loved-one. He is also active in San Diego’s non-profit community.
David has a long family history of caregiving. All four of his late grandparents were diagnosed with dementia, and David was influenced profoundly by his personal experience of being a caregiver – during his early teens – for his late father, who struggled with multiple sclerosis.
Amy has been working in the field of elder care in San Diego since 1999, in medical case management, home care, and geriatric care management. She holds a joint Master of Social Work and Master of Public Health from San Diego State University, and is a Certified Care Manager through the National Academy of Certified Care Managers. In 2004, Amy co-founded Elder Care Guides, a professional geriatric care management and in-home care agency that serves families throughout San Diego County. She is a member of the National Association of Professional Geriatric Care Managers, and is on the Board of the Directors of the association’s Western Regional Chapter.
In addition to her service with the Glenner Memory Care Centers, Amy is a longtime volunteer with the Alzheimer’s Association, and facilitates a weekly support group for individuals living with early-stage memory loss. She participated on the Health & Medical Subcommittee of the California Alzheimer’s Disease State Plan Task Force (plan published in 2011), and joined the Alzheimer’s Association’s California Council for Advocacy Day in 2012.
An avid distance runner, Amy has completed many marathons throughout the United States and is a volunteer with Girls on the Run, a non-profit organization that encourages pre-teen girls to develop self-respect and healthy lifestyles through running.
Retired General Contractor
AALL CARE In Home Services
Dr. Daly is a Health Sciences Clinical Professor, Medical Director Senior Behavioral Health and Fellowship Director at USCD Medical Group. He also is the Medical Director for the university’s Senior Only Care. He earned his medical degree from the University of New Mexico in Albuquerque and did his residency at UCSD. He is board certified in internal medicine and rheumatology.
Since 1993, UCLA engineering graduate Susan Estrada has lead Aldea’s technology efforts. Her project management skills, ability to think out-of-the-box and manage work for multiple clients simultaneously leads to satisfied clients and delivery of on-time, on-budget projects and services.
• She developed the strategy for Aldea’s Happy@Home ™, a new concept in affordable technology for independent living. Our customer care program and rigorous in-lab testing means great performance with no worries.
• She is deeply steeped in Internet and broadband technologies, policies and operations through her contract work with rural municipal governments, FirstMile.US and academic networks like CENIC, Internet2 and National LambdaRail.
• She authored or co-authored seminal broadband infrastructure reports such as the One Gigabit or Bust report, a California state-funded effort in the early 2000s.
• Gifted at coordinating staffing and work products in a matrix model, she seamlessly coordinates work among client employees, Aldea staff and outside contractors, providing transparent project management in an enthusiastic and productive way.
Linda Jahnke is a long term care insurance specialist. In 1986 she began her career working in a long term care facility with Alzheimer’s residents. Seeing the need to plan for care expenses, Linda quickly built a career as a broker, educating, advising and designing long term care insurance policies for families and individuals. Linda was a volunteer ombudsman for seven years with the Area Agency on Aging. During those years, she gained a wealth of knowledge about the care industry, and how it can benefit her clients who need services. Currently Linda is a Vice President for Capitas Long Term Care in La Jolla.
At Capitas, she is a consultant to money managers and financial advisers who need long term care product solutions for their clients. Patient Advocacy and Care Management are an interval part of the services that Linda provides when her clients are ready to access their policy benefits.
Linda lives in Poway with her husband and their four children.
Eric is a partner at Rancho Santa Fe Family Advisors, an independent and fully integrated multi-family office, providing comprehensive wealth and asset management services and solutions for individuals and families.
As Senior Vice President at the California building company C.W. Driver, Bob Maxwell is responsible for the marketing, business development and sales efforts of the company. He has extensive experience in all aspects of project development and delivery gained from his 35 years of experience in the industry. bob earned a B.A. in economics and an M.B.A.
Dr. Ann Mayo teaches in the clinical nurse specialist and PhD programs at the University of San Diego. She has more than 20 years of teaching experience and extensive health care organizational experience as a clinical nurse specialist and as a nursing researcher. She received her A.S.N. from De Anza College; B.S.N. from California State University, Dominguez Hills; M.S. and Ph.D in nursing science from the University of San Diego and completed a post-doctoral fellowship in nursing gerontology at the University of California, San Francisco. Her areas of interest include gerontological nursing, functional status of people with a cognitive impairment, patient decision-making and instrument psychometrics.
Scott Stewart has concentrated his practice on solving the legal problems affecting the California senior population. These problems include Medi-Cal benefit law, estate planning and asset protection and retention. He is a member of the California Bar, San Diego County Bar Association and California Advocates for Nursing Home Reform as well as the National Academy of Elder Law Attorneys. He served as co-chair of the San Diego County Bar Association Elder Law Section in 2006 and 2007.
He has appeared as a regular guest on the “Lawyer in Blue Jeans” radio show heard on KSDO 1130. He also has appeared on KGTV Channel 10 News and KUSI Channel 9 News. He conducts seminars on elder law topics throughout Southern California for caregiver support groups. I appear before the Alzheimer’s Association in both San Diego and Riverside counties, the Parkinson’s Association of both San Diego and Riverside Counties, San Diego OASIS, Care Connexxus, Southern Caregivers Association, Rotary Association, and YMCA.
Scott regularly conducts educational programs on Medi-Cal eligibility and long-term care issues for the Society of Certified Financial Advisors, National Business Institute, The Western Regional Chapter of the National Association of Professional Geriatric Care Managers, The Southern California Institute, Scripps Hospital, Sharp Hospital, Pomerado Hospital and the North County Probate Division of the San Diego Superior Court. My practice is devoted to estate planning, asset protection and retention, and other elder law issues. I represent clients throughout California, assisting them with Medi-Cal eligibility planning and to reduce their burden of long-term care costs.
Scott J. Tarde, L.N.H.A.
Regional Director of Operations
Elmcroft Senior Living