Our goal for LMA Guardianship and Charitable Services is to assist individuals with guardianship, fiduciary and daily money management services. Based on each individuals asset level and ability to pay for these services. Our mission is to help them with the cost, making it possible for them to have the greatest level of assistance available. LMA strives to allow individuals to age in the comfort and familiar surroundings of their own homes while maintaining dignity and control all while ensuring a safe environment from financial, physical and psychological standpoints.
Please call our main office for further information or to obtain an application for the program. All recipients must apply for acceptance into the program. In order to be considered for financial assistance, financial disclosures must be made and acceptance will be based on financial need, analysis showing that the services provided are appropriate for the individual and expectations for success in the program.
Should you be interested in donating to the program, please contact Heather Bayfield at 904-473-5405.
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.
Rita Agnew Geer
Rita has recently joined Life Management Advisors as a Professional Guardian. After working as a Labor and Employment Paralegal for 8 years Rita became a certified Professional Guardian in June 2011. Rita has a B.A. Degree in Political Science from the University of North Florida and a Legal Studies Degree from Florida State College of Jacksonville. Previously, Rita was employed by Coca Cola for 10 years, eventually promoting to District Sales Manager, before making a career change to work in the legal field. Rita has been happily married for 28 years to her husband Robin, a retired U.S. Navy veteran, and has three children, Mary, Michael and Steven. The Geer family has lived in Orange Park for the past 20 years.
Brian J. Hershorin: Estate Planning and Tax Attorney, Purcell, Flanagan, Hay & Greene, P.A.
Danielle McGrath: Business Development Director, Brookdale Senior Living
Peter O’Brien: Wealth Advisor, Morgan Stanley Smith Barney
Kristine d’Esterhazey: Professional Guardian, Life Management Advisors
Mark Ross: Client Advisor, Life Management Advisors
Heather Bayfield: President of Life Management Advisors and LMA GCS
Pending 501c3 status
HEADQUARTERS: 830-13 A1A North #262, Ponte Vedra Beach, FL 32082, Phone: 904-803-3235, Fax: 904-473-5905