Meet the People Behind MoneyGauge

Brad embarked on his career journey as a personal financial advisor, dedicating twelve years to honing his skills and achieving the esteemed Certified Financial Planner™ designation. During this period, he recognized a critical need among older adults and their families: a lack of unbiased guidance for navigating complex and financially impactful senior living decisions. This revelation led to the creation of myLifeSite.net, an innovative online platform providing families with web-based tools and thoughtfully curated content designed to facilitate well-informed choices—especially concerning CCRC/life plan retirement communities and other senior living options.

Newell brings over 15 years of experience in senior living sales and marketing, including seven years as Director of Sales at Claridge Court, a Lifespace Community in the Kansas City metro area. Having regularly used myLifeSite’s tools in her previous role to assist prospective residents, Newell now applies that firsthand insight to ensure our customers succeed with our products.

As Customer Success Representative, Newell oversees all aspects of customer onboarding and ongoing support. She works closely with new customers to guide product setup, user access, and tailoring each implementation to fit the customer’s specific needs. She also manages post-launch follow-ups, product updates, and technical troubleshooting.

Katie is a senior living industry veteran who has held multiple executive roles across both provider and vendor organizations. At myLifeSite, she focuses on growth, product strategy, and new market development. Katie previously served as COO of Senior Living Communities, a regional CCRC management and development company, and later as Chief Strategy Officer at Sherpa CRM. Davis returned to Sherpa in 2022, where she led the rebranding and integration of Sherpa, Enquire Solutions, and Glennis into the newly unified company, Aline. Katie was also the founder, investor, and CEO of CarePods, the first private-pay senior care model of its kind to combine care management with traditional senior living amenities delivered at an affordable price point for older adults aging at home.

Bobby is the CEO and Co-Founder of Vertical IQ, a company that provides industry intelligence to business bankers and other professional services providers. A successful entrepreneur and angel investor, he is the author of The Hockey Stick Principles — a book based on a research project to figure out how good ideas become successful firms. He speaks frequently about entrepreneurship at universities such as Georgetown MBA program; University of Colorado at Boulder; Appalachian State; UNC- Chapel Hill; Council for Entrepreneurial Development; and at corporate events. 

A CPA with a background in corporate finance, he is directly responsible for financial management and data collection. Prior to becoming a co-founder of MyLifeSite he spent 25 years growing small and medium-size service companies in the restaurant and travel agency industries, working in the areas of acquisitions integration, project management, system integration, and financial accounting and reporting.

Trent has over 30 years of experience in the health insurance business and is the owner and President of Carolina Benefits and Planning, a boutique insurance firm specializing in healthcare coverage and other benefits for businesses and individuals. In addition to his insurance business, he is an experienced entrepreneur who owns multiple small businesses involved in vehicle maintenance and real estate.