Bquest

Bquest Changing the conversation around LIFE and LOSS from silence + confusion to connection + illumination.

bQuest is proud to partner with the Society of Certified Senior Advisors (SCSA) and support its mission of elevating the...
06/03/2026

bQuest is proud to partner with the Society of Certified Senior Advisors (SCSA) and support its mission of elevating the standard of care for older adults and the professionals who serve them.

The Society of Certified Senior Advisors educates and certifies professionals who work with seniors, equipping them with the knowledge and competency needed to better understand and support the aging population. Through its Certified Senior Advisor (CSA®) credential, SCSA promotes a strong foundation of education, ethics, and professionalism in senior-focused work.

At the core of the CSA® designation is a commitment to putting the needs of older adults first, supported by a rigorous certification process that includes ethics education and a professional code of responsibility.

At bQuest, we are intentional about the service providers and professionals within our ecosystem. We are proud to align with and welcome many CSA®-certified professionals into our network, helping ensure that families and financial advisors have access to trusted, well-trained experts in aging care and end-of-life support.

This partnership reflects a shared commitment: raising the standard of care, strengthening trust, and supporting families as they navigate some of life’s most important decisions.

This Memorial Day, many families are gathering to honor, reflect, and remember loved ones who have served and those they...
05/25/2026

This Memorial Day, many families are gathering to honor, reflect, and remember loved ones who have served and those they continue to carry in their hearts.

Remembrance holidays often bring a mix of emotions. Alongside gratitude and connection, grief can quietly resurface — sometimes in expected ways, and sometimes when we least anticipate it. That’s why emotional support is such an important part of holistic aging and end-of-life planning.

As part of the bQuest ecosystem, grief professionals help individuals and families navigate the emotional realities of loss, remembrance, and major life transitions with compassion and expertise.

💛 A thoughtful reminder from Barb Kamlet of GriefJourney Counseling:

“Joy and sorrow can co-exist at the same time. It’s ok to remember your person and at the same time enjoy being with others.”

For financial advisors, Memorial Day can also be a meaningful time to check in with clients who may be carrying grief, managing family responsibilities after loss, or navigating the emotional side of caregiving and legacy planning.

At bQuest, we believe the strongest support systems care for both the practical and emotional sides of aging, loss, and family decision-making.

05/21/2026

Hospice and palliative care. Most people use these terms interchangeably.

They're not the same thing. 🏥

And that confusion can cost families access to support they didn't know was available to them, sometimes for months or even years.

Crista Obermoeller, VP of Operations at Breeze Hospice and Palliative Care of Missouri, breaks it down in one of the clearest explanations we've heard, including what Medicare actually covers and when each type of care applies.

If you work with aging clients or their families, this one is worth two minutes of your time. 🎥

You'll walk away understanding:
✅ The real difference between hospice and palliative care
✅ When each type of care is appropriate
✅ What Medicare covers and what most families don't know to ask

Watch here. 👇

The families who navigate this best are the ones who understand their options before they need them. If you want to learn more about how bQuest can support you as an advisor and your clients, book time with Lauren here:

05/20/2026

Please join us in welcoming these incredible new service providers to the bQuest network! 👋

We’re proud to continue growing our community of trusted aging care and end-of-life professionals who support older adults, families, and the advisors serving them across the country.

Joel Krooks – Littman Krooks LLP – Estate Planning Attorney, Elder Law Attorney – New York
Kelly Mason – Estate Planning Attorney, Probate Attorney, End-of-Life Doula, After Loss Professional – Colorado
Anne McGuire – Healthcare Pathfinder, LLC – Aging Life Care Manager – New York City
Blake Naudin – Home Care Placement – Senior Placement Agent, Home Care Provider – California
Chris Powell – CarePatrol of Central Arkansas – Senior Placement Agent – Arkansas
David Quale – Colorado Estate Services – Realtor for Seniors – Colorado
Sara Schoenhals Martinez – Sparrow Senior Advisors – Dementia Care Coach & Senior Care Support Provider – Washington
Jami Shapiro - San Diego - Magical Moves, De-Cluttering, ADHD – Silver Linings Transitions – Age-In-Place Consultation, Estate Sale Coordination, Senior Move Management – California
Nancy Sievert – Compass Plus – Realtor for Seniors – Washington
Gregory Soule – One You Love Homecare – Home Care Provider – Texas
Jennifer Tadjedin – The Heartwood Collective – Organization and Downsizing, After Loss Project Management, End-of-Life Doula – Oregon
Abbie Vogt, MS, CMC, CSA, PAC-C – Abridge Aging Life Care Management – Aging Life Care Manager, Home Care Provider, Home Health Provider, Home Modification Specialist, Long-Term Care Specialist, Medicaid Specialist, Medicare Specialist, Daily Money Manager – Georgia
Dinah Witherspoon – Gateway to Care Management – Aging Life Care Manager, Home Health Provider, Home Care Provider, Home Modification Specialist – Missouri
Jeremy Zizmor – Assurance Family Partners – Daily Money Manager – Massachusetts

We’re honored to have these experts as part of the bQuest community!

05/18/2026

Most retirement plans don't account for the home.

But for your clients in their 60s and beyond, it's often the biggest factor in whether they stay healthy, independent, and out of institutional care.

We sat down with Karen Koch of the Home Modification Occupational Therapy Alliance to talk about what proactive home planning actually looks like, what it costs to wait, and how advisors can bring this conversation into the financial plan with confidence.

This pre-recorded webinar covers:
✅ A framework for starting the housing conversation early
✅ Real cost data that reframes home modifications as risk management
✅ A vetted, nationwide solution you can hand off to clients

🎥 Watch the highlight reel here.

Message us "Home Mod" to receive access to this webinar and to our white paper, specifically targeted to help you as an advisor cover the most relevant topics for your clients (including those who have multiple homes) in a proactive and strategic manner.

And if this is a gap in your planning conversations, let's talk.
Chat with Lauren here: https://calendly.com/bquest/30min

05/15/2026

Please join us in welcoming these incredible new service providers to the bQuest network! 👏

We’re proud to continue growing our community of trusted aging care and end-of-life professionals who support older adults, families, and the advisors serving them across the country.

Jennipher Ama, RN CMC Ama – Family First – Aging Life Care Manager, Home Care Provider – Washington

Angela Ashton, OTR/L, CCM – LiveWell Elder Care Management – Aging Life Care Manager – Massachusetts

Caroline Barker Estate Services – After Loss Professional, Fiduciary & Trustee Services – Colorado

Tucker Briscoe – Clutter Cleaners of Texas – Senior Move Manager – Texas

Cheryl Daly – Business and Estate Legal Services, PLLC – Estate Planning Attorney, Probate Attorney, Elder Law Attorney – Michigan

Debbie DeLucaEly – Compassionate Caregivers Home Care – Home Health Provider, Home Care Provider, Long-Term Care Specialist, Concierge Nursing – Ohio

Debra Feldman – Debra D. Feldman & Associates, Ltd. – Aging Life Care Manager – Illinois

Shari Markowitz Geller – Senior Options – Aging Life Care Manager – Florida

Seth Gregg – Clutter Cleaner SC – Senior Move Manager – South Carolina

Sean Hayes – Dielmann Sotheby’s International Realty – Realtor for Seniors – Missouri

Cari Herrington, MBA, CMC – Aging Care Experts – Aging Life Care Manager – Florida

Courtney Hogenson, RN, CMC, ALNC– RN Care Consultants – Aging Life Care Manager – California

Kelly I. – A Silver Lining Aging Services LLC – Aging Life Care Manager – Florida

Ed Kelly – Ed Kelly LTC Insurance Advisors – Insurance Broker, Long-Term Care Specialist – California

This is part 1 of 2, with more amazing new providers coming soon!

We’re honored to have these experts as part of the bQuest community and look forward to helping advisors and families connect with trusted support across aging care, end-of-life planning, care management, legal services, home care, housing transitions, and beyond.

05/13/2026

What does the real aging care and end-of-life landscape in Missouri look like for families and the advisors guiding them?

In this Missouri market-focused webinar, we brought together an incredible panel of Missouri-based experts to break down the realities of planning, costs, care decisions, and the support families actually need.

A huge thank you to our featured service providers:
• Steve Miskovic, Founder of Care Choice Care Management
• Allen Serfas, President + Co-founder of Assistance Home Care
• Jeff Balleau, Founder + Senior Care Advisor at Transitions for Senior Living
• Joan Brettthauer, Founder of ACE End of Life Doula Services
• Crista Obermoeller, VP of Operations at Breeze Hospice and Palliative Care of Missouri

Together, they offered invaluable insight into what financial advisors and client families need to know when navigating aging, care coordination, housing decisions, hospice, and end-of-life support in the Missouri market.

🎥 Watch this short trailer for a snapshot of the conversation: https://drive.google.com/file/d/14J-cb50od1cZvVMtpMCfeJqiWSno9MCY/view?usp=drive_link

Interested in the full webinar? Register through this link: https://bquest.ewebinar.com/webinar/aging-in-missouri-what-families-and-advisors-need-to-know-24042

If you’re a Missouri financial advisor looking to better support clients through aging care and end-of-life planning, reach out to the bQuest team to learn how we connect advisors with trusted local specialists in this market: https://calendly.com/bquest/30min

05/11/2026

Most families don't realize there's a right way and a wrong way to find a senior living community. 🏡

And the difference usually comes down to one thing: having a plan before you need one.

bQuest Co-Founder Kelly Baird recently sat down with Jeff Balleau, Senior Care Consultant and founder of Transitions for Senior Living, to talk about what it actually takes to find the right care community for an aging loved one, and why waiting until there's a crisis almost always leads to a harder outcome for everyone.

His take on what surprises families when they begin looking for care is worth hearing. 🎥

Jeff has been helping families navigate senior living options since 2012, with a focus on compassion, quality of information, and transparency serving families. Thank you for being part of our vetted provider ecosystem and for sharing important information that can make a major difference for both advisors and the families they serve, Jeff.

05/08/2026

For many older adults, preserving dignity starts with preserving choice.

Caryl Berenato, a Certified Senior Advisor at Compass puts it beautifully:

“Expanding communication to ensure that aging family members are involved in every aspect of their transitions will go a long way to making sure that seniors feel heard and that they know their opinions are valued.”

She also reminds families that:
“Allowing seniors to choose what to keep, what to pass on, and which items get rehomed, donated, or sold, goes far to provide a sense of control to a situation that is often overwhelming.”

For financial advisors supporting client families, these details matter deeply during major life transitions.

bQuest is grateful for partners like Caryl and helps advisors connect families to trusted specialists who make transitions more thoughtful, organized, and dignified.

May is Older Americans Month. This month is a reminder that many older adults are navigating more than what others can s...
05/06/2026

May is Older Americans Month. This month is a reminder that many older adults are navigating more than what others can see.

As Caryl Berenato, a Realtor or Seniors at Compass shares:

“Seniors often know that they are diminished in their physical abilities long before they are comfortable acknowledging this to family and friends. Terrified that they would be a burden, they will often push themselves beyond safe limits in an attempt to remain independent…”

That fear can lead to skipped meals, missed medications, and falls.

For advisors and families, recognizing what may go unspoken is an important first step in helping older adults maintain dignity, safety, and self-determination.

That’s why bQuest is proud to spotlight trusted providers like Caryl—and make it easier for advisors and families to find the right support before a crisis.

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