Meet the OnePoint Team
OnePoint is built around our talented team of professionals with a full breadth of interdisciplinary talents and skills.
Meet the OnePoint Team
OnePoint is built around our talented team of professionals with a full breadth of interdisciplinary talents and skills.
Erik Dalen
Partner
Erik is one of the founders of OnePoint Partners, a strategic and development advisory firm focused on the non-profit senior living industry. Erik holds a Master of Architecture and has more than 15 years of experience in design and development in a variety of project types including complex CCRC repositioning projects, expansions to existing campuses, as well as the development of new campuses.
Erik holds a Master of Architecture and has more than 15 years of experience in design and development in a variety of project types including complex CCRC repositioning projects, expansions to existing campuses, as well as the development of new campuses.
Erik’s expertise is in the facilitation of the early creation, testing, and execution of the community’s strategic vision from inception through completion. This includes strategic planning, project feasibility, site evaluation, navigating complex approvals processes, as well as the formation, management, and oversight of the entire project team required to bring vision to reality. At OnePoint, Erik oversees all aspects of the development advisory process, leading a team whose interdisciplinary skill set and core competencies reaches from initial project planning, to site and project feasibility, project development, project management, and construction oversight.
Michael Kivov
Partner
Michael is a Founding Partner of OnePoint Partners, LLC, a boutique senior living and care advisory firm providing integrated strategic, capital, and development advisory services primarily to non-profit providers.
Michael's career has been dedicated to the senior living and care industry. Since 1996 he has provided research, analysis, and advisory services that have led to positive outcomes for clients across the spectrum of senior living and care/services.
Michael specializes in assisting executive leadership teams in making informed, strategic decisions, and in developing product and program positioning to succeed in today’s competitive senior living environment. His particular expertise is working with CCRCs and other long-term care providers to develop strategies and initiatives to improve performance, better meet the needs of the market or take advantage of market opportunities, and to inform campus repositioning or future state master planning efforts. He also works with lenders, creditors, and investors to better inform their financial commitments and related decision making. With experience from coast to coast, Michael has been involved in the analysis of well over 500 senior living and long-term care communities across the entire country and has conducted multiple studies in over 35 states.
Michael is formerly a Founding Partner of SK Advisors, which merged with Modus, LLC to form OnePoint. Prior to that he was a Director at Real Property Research Group and was a Managing Associate at ZA Consulting, LLC, responsible for the Strategic Market Services Division. He also served for seven years as President and Treasurer of the Board of Directors of an affordable seniors housing community in Washington, DC that he helped lead through HUD refinancing. Over his career, Michael has spoken and given presentations at numerous industry conferences including LeadingAge national and multiple state affiliates, the National Association of Home Builders IBS, and others. Michael possesses a Bachelor of Arts degree from Emory University where he graduated as a member of the honors program.
Sarah Laffey
Partner
Sarah is a highly experienced finance executive with a career that has spanned twenty-seven years dedicated to the senior living industry. Throughout her career she has been largely focused on capital formation and strategy to support the operations and growth of the senior living industry. Her diverse experience includes 16 years in capital markets specializing in senior living and continuing care retirement community (“CCRC”) financing both as a direct lender to providers as well as an investment banker. She more recently spent 11 years working in various capacities for a large regional operator of senior housing providing her with an important operational perspective to complement her expertise in senior living finance.
Sarah’s career began in the commercial banking industry where she was a lender first at Fleet Bank and then Sovereign Bank (now Santander Bank). While at Sovereign, she developed the bank’s expertise in CCRC financing, growing its market share to cover the United States and Sovereign became one of the largest lenders to CCRCs nationally. Sovereign completed over $3 billion of financing to the CCRC and senior living industry under Sarah’s leadership.
In 2008, Sarah joined Ziegler Capital Markets, where she was an investment banker responsible for developing the firms investment banking business focused on for-profit CCRC owners and developers as well as supporting key not-for-profit clients.
In 2010, Sarah joined Benchmark Senior Living, the Northeast’s largest owner and operator of senior housing. She served in various capacities including as the company's Chief Financial Officer where she oversaw all finance, accounting, capital structuring and raising, acquisitions, risk management, legal and regulatory matters for the company. Sarah joined the company as Senior Vice President, Capital and was made the company’s Chief Investment Officer in 2019. She became Chief Financial Officer in 2020. Under Sarah’s tenure at Benchmark, the company grew from 44 properties to 63 properties. Sarah led approximately $700 million in new investments activity for the company (both acquisitions and ground up developments) and led several recapitalizations of the company representing over $3.5 billion of debt and equity raised.
Sarah earned a B.S. in Accounting from Providence College, and is also a CFA Charter Holder. She is a trustee of Taylor Communities in Laconia, NH.
Toby Shea
Partner
Toby Shea is an experienced finance and strategy advisor dedicated to serving the senior living industry. Toby provides operational, financial and industry expertise to management, boards, and investors.
Toby's vast experience includes more than 14 years in the capital markets first as a direct lender (commercial banking) and then as an investment banker and more recently serving as Chief Financial Officer of Masonic Health System of Massachusetts, providing an important operational perspective.
This diversity of experiences enables Toby to provide hands‐on strategy and operational knowledge, as well as valuable capital markets expertise, to help clients solve even their most pressing challenges.
Mr. Shea has served his clients through a variety of engagements, including (but not limited to): master planning and long‐term strategic planning (including financial modeling) activities, acquisition/affiliation analysis, debt restructuring (including bankruptcy), forecasting/scenario analysis, internal/external reporting improvements, and asset disposition services. Mr. Shea has the experience to provide his clients not only with solid guidance, but also hands‐on execution of their specific needs.
Toby is a Registered Municipal Advisor with the Securities Exchange Commission (SEC) and Municipal Securities Rulemaking Board (MSRB). As a Registered Municipal Advisor, Toby is qualified to provide clients with important advice regarding structuring of municipal securities and ensuring optimal execution (pricing, terms, etc.), among other services. Importantly, Municipal Advisors take on a fiduciary responsibility to their clients, ensuring the clients’ best interests are the first priority.
Toby has been a frequent presenter at industry conferences and board retreats. The topics of his presentations reflect Mr. Shea’s unique background, and most often focus on strategic planning and the importance of linking strategy with operations and finance/capital markets considerations. Toby received a B.A. in Economics from the University of Maine and is a CFA Charter holder.
Pete Baldwin
Development
Director
Pete holds a Bachelor of Science In Civil Engineering and has more than 23 years of experience in construction management and development in a variety of project types including CCRC repositioning projects, expansions to existing campuses, higher education, science, laboratory and food processing facilities.
Pete’s career has spanned all roles within the construction industry including estimating, project management, risk management and project executive.
Mr. Baldwin has directly managed at risk projects to completion, totaling over $500 million. Pete’s expertise is in the design, coordination, construction and risk management of projects from concept through completion. This includes site evaluation, entitlement approvals, design coordination, constructability analysis, logistic and phasing planning, scheduling, safety, cost control and budgeting, quality control and commissioning. At OnePoint, Mr. Baldwin oversees all aspects of the design, bid and construction process, leading the project team and clients to a valued project that improves the quality of life for the residents of the community.
Stephanie Baum
Advisory Services
Financial Analyst II
Stephanie is a Financial Analyst with OnePoint Partners. She has a Bachelor’s of Business Administration from University of Michigan where she majored in Accounting and Finance. After almost 6 years working in various finance roles in the automotive sector, she now joins OnePoint with a unique perspective and knowledge of the financial and commercial world.
In her previous roles, Stephanie was responsible for multi-year forecasting and business planning, calculating the financial feasibility of projects, creation of headcount strategies, and automation of various financial processes. She is excited to begin working with the non-profit community and using her financial skills to help others while expanding her knowledge base.
Rob Beal
Development
Project Manager
Rob is a Project Manager with OnePoint Partners. He holds a Bachelor of Architecture from Penn State University, and is a Licensed Architect in Maine and Pennsylvania. Rob has more than 12 years of experience in design and development for a variety of project types and has spent the majority of his career working with non-profit senior living groups.
Before joining OnePoint Partners, Rob was a Project Architect with RLPS Architects in Lancaster, Pennsylvania. Rob served on the Board of Directors for the Pennsylvania Chapter of The American Institute of Architects (AIA), and was the 2019 President of the Central Pennsylvania Chapter of the AIA.
Rob’s experience in senior living development includes master planning, design & documentation of complex projects, and construction administration. Rob leads multi-disciplinary teams towards a common goal through all phases of a project’s development.
At OnePoint Partners, Rob works closely with the project team to listen, understand, and advance the project goals, while closely managing the project schedule and budget. Rob leads the Consultant team towards a thoughtful design approach while the entire OnePoint Partners development team works together to keep every project on track. Every project is unique and our team’s diverse range of skills and talent enables us to tackle any challenge.
Jodi Bleier
Advisory Services
Director
Jodi has over 20 years experience in the healthcare and senior living industries, serving as a trusted advisor and consultant to a wide range of clients including single-site providers of seniors housing and care, multi-facility systems, and stand-alone providers of long-term care.
Jodi joins OnePoint after serving as Vice President of Financial Operations and Strategic Growth for Lifespace Communities, a multi-campus senior living system located in Des Moines, Iowa. Prior to her time at Lifespace, Jodi served as a director with a national accounting firm’s senior living consulting practice, providing business planning and advisory services to senior housing and care clients across the country. Jodi has been involved in the preparation of feasibility studies for over $5.0 billion in tax-exempt bond financings. She also has extensive experience in developing and leading the preparation of financial forecasts and market demand analyses for early stage project planning. Jodi also provided consultative services to clients responding to periods of economic stress as well as change-of-ownership situations.
Jodi graduated Phi Beta Kappa with a bachelor’s degree in mathematics from the University of Florida, later returning to her alma mater to graduate with a master’s degree in Business Administration and Health Services.
Sharon Bolen
OnePoint
Controller
Sharon is an experienced CPA with over 25 years’ experience and is licensed in MA. As a Controller, she is responsible for all accounting functions associated with the daily operation of the company and with development projects.
In addition, she is also responsible for forecasting and budgetary analysis, insurance and banking functions, ensuring compliance with various tax and reporting agencies, as well as overseeing human resources functions for company.
Prior to joining OnePoint Partners in 2018, she worked as a sole practitioner for several years, providing consulting services to a variety of small businesses. Sharon also worked in public accounting firms as an auditor, rising to Senior Manager. When Sharon was in private accounting, she worked in a variety of positions from staff accountant to Controller and in banking operations.
Michele Botcher
Development
Project Coordinator
Michele is a Project Coordinator at OnePoint Partners. She graduated from SUNY Plattsburgh with a Bachelor of Science degree in Physics.
She has worked for 10 years in the health care industry as a Cardiovascular Invasive Specialist, within Cardiac Catheterization Labs and Intensive Care Units. Additionally, she has worked 5 years as a Production Planner in the Aerospace and Defense industry.
Michele is excited to delve into the Senior Living and Care industry and support the development team as a Project Coordinator. Her attention to detail, and strong teamwork capabilities will make her a strong addition to the OnePoint Partners team.
Tom Brod
Advisory Services
Managing Director
Tom has worked in the continuing care retirement community (CCRC) industry for his entire career and has broad experience in operations, development and finance. He has served as executive director of two CCRCs and is a licensed nursing home administrator. He has also served on the executive team of a multi-facility CCRC organization.
Tom has particular expertise and experience in finance, having successfully financed five start-up CCRCs while working as a developer and then working as an investment banker and financial advisor.
Tom worked as an investment banker for Ziegler Investment Banking from 1995 to 2008, serving clients along the East Coast and participating in over $1.5 billion in taxable and tax-exempt financing. In 2008, he joined Erickson Retirement Communities. In 2010, Tom founded North Shores Consulting Inc. to provide financial advisory and strategic consulting services to his former investment banking clients and other CCRC organizations around the country. In 2017, Tom joined Lifespace Communities to lead its growth through mergers and affiliations. While at Lifespace, he led Lifespace’s successful affiliation with three CCRCs in Texas.
Tom earned his B.A. with honors at the College of Wooster, Wooster, Ohio, and his M.B.A. at The Wharton School, the University of Pennsylvania with an emphasis in Health Care Administration.
Rob Clark
Management Services
Managing Director
Rob began his career in senior living career 20 years ago, serving in direct management roles in a variety of senior living settings. Rob started in senior living as a nursing home social worker and ultimately grew into roles as an Administrator, Executive Director, and later in regional operations and sales roles. Rob has had experience working with both for-profit and not-for-profit organizations, including Brookdale Senior Living, Extendicare, and Lifespace Communities. In addition to senior living management positions, Rob worked within the healthcare investment side as a VP of Asset Management with American Healthcare Investors and Cascade Capital Group. These experiences provides Rob with a unique blend of skills that enable him to focus on both the resident experience and fiscal responsibility aspects of operations.
Rob holds a Bachelor’s degree in social work from Western Michigan University and a Master’s degree in Business Administration from Michigan State University. Rob is also a licensed nursing home administrator (LNHA).
Amber Cox
Sales & Marketing Advisory
Director
Amber is passionate about all things senior living but has a special heart for nonprofit communities. With over 12 years of sales, marketing, and nonprofit experience, throughout her career she has served in various roles including community level sales, national/multi-site leadership, sales trainer, and has taken the lead on numerous pre-leasing and expansion projects. During her time in the industry, Amber has been focused on stabilizing communities who utilize a management company to grow their census and revenue lines. She has a proven track record of driving occupancy in communities throughout the country, and is innovative in building high performing sales teams, developing tradigital marketing plans, and shortening the sales processes to better follow the ways seniors buy following Covid.
Amber has been a featured speaker for LeadingAge Texas Panhandle in 2017. She received a Bachelor of Science in Communication & Broadcasting Studies from Eastern New Mexico University.
Ansley Dee
Advisory Services
Director
Ansley has over 12 years of experience in the senior living industry serving as an advisor to a wide range of organizations including multi-facility systems, single-site life plan communities, as well as stand-alone providers of post-acute/long-term care.
Ansley has developed and led the preparation of detailed multi-year financial projections associated with senior living planning efforts, including the development of start-up communities as well as for existing campuses considering expansions, re-positionings and re-financings, and merger opportunities.
She has completed financial feasibility studies for a total of over $900M in tax-exempt bond financings utilized by underwriters and investors for tax-exempt bond financings. Ansley has also worked alongside numerous senior living providers to help lead them through a strategic planning processes resulting in the development of a comprehensive strategic plan as well as conducted benchmarking analysis as part of operational improvement efforts.
Ansley spent the first five years of her career providing management consulting services as part of the senior living practice of a national accounting firm. Ansley holds a B.A. in Mathematics and Sociology as well as a Master’s of Science in Public Health in Biostatistics from Emory University. In addition, she holds a master’s degree in Finance in Management from the University of St. Andrews in Scotland.
Rob Fallon
Management Services
Operations Director
Rob Fallon has worked as a senior living and health care executive for most of his career. He received his BS degree from the University of Michigan in Special Education and began his career as a special education teacher for deaf and blind students at Perkins School in Watertown, MA. He relocated to San Francisco, CA and worked at the Lighthouse for the Blind where he begins working with seniors. He received his MPH degree from UC Berkeley and became a Nursing Home administrator. He started as an Executive Director of CCRCs for The Peninsula Regent in San Mateo, CA, and at the Masonic Home of Union City, CA. While at Masonic Homes, he was promoted to the Vice President of Operations, overseeing the operations of 2 CCRCs and the development of a third. He relocated back to his home in Massachusetts and opened the Commons of Lincoln, a Masonic/Deaconess Abundant Life collaboration community. He later served as the ED at Newbury Court in Concord, MA. and as the CEO of North Hill in Needham, MA.
Amanda Gangoo
Advisory Services
Senior Living Analyst
Amanda is a Senior Living Research Analyst at OnePoint-Partners. Here she provides Market research, including but not limited to demographic and supply/demand analysis as well as gathering data regarding industry trends.
She holds a bachelor’s degree from Dominican University of New York. During college Amanda interned at many non-for-profit senior living communities as well as adult day centers.
Previously, Amanda was a Director of Memory Care at an Assisted living community in south Florida. She has years of experience in adult day centers, independent living and assisted living. Lastly, she has experience in startup communities. Amanda Is thrilled to join the OnePoint team.
Fadia Haddad
Development
Project Manager
Fadia is a Project Manager with OnePoint Partners Development Team. She holds a Bachelor’s degree in Architecture from Massachusetts College of Art and Design in Boston. After 7 year of architectural design and project management experience across a variety of residential and commercial projects, Fadia joined the OnePoint Team with her knowledge and experience in the architectural world.
Her experience in Senior Living development includes involvement in planning as well as management of a number of non-profit Community projects across New England.
As a project manager at OnePoint, Fadia is driven to deliver the utmost service to our clients by way of listening and understanding client needs, advancing project goals and milestones, and providing the project’s Consultants with the OnePoint Development Team’s guidance to ensure project success. Her focus is on critical project details such as budget and schedule, along with managing the project team through all phases of design and construction.
Karen Hogan
Marketing & Sales Strategy
Managing Director
Karen is a highly experienced senior living marketing and sales leader with over 20 years of overseeing occupancy and revenue growth strategies for various types of communities across the country. While Karen has experience in both for-profit and not-for-profit communities, her passion and primary experience has been centered on assisting non-profit communities fuel their missions through effective top-line revenue growth.
Throughout her career, Karen has engaged with hundreds of senior living sales and admissions professionals, managed marketing and sales strategies for a national portfolio of 80+ communities, and led a team of regional directors located throughout the country. Karen’s marketing and sales expertise spans all senior living segments and care levels with a strong concentration on Lifeplan Communities. Karen enjoys providing senior living clients and colleagues with solutions-oriented, straightforward consultation in alignment with established business goals. Her strategic approach is rooted in facts and data, common sense, good humor, and a laser focus on driving optimal sales and marketing performance.
Karen is a lifelong New Englander having lived in both Maine and Connecticut. She graduated from University of Maine at Presque Isle with a bachelor’s degree in social work and has completed additional coursework in leadership and organizational studies.
Ryan Larkin
Financial Analyst
Advisory Services
Before joining OnePoint in May 2022, Ryan served as director of investments for Benchmark Senior Living, based in Waltham, MA, and was with the company for more than 7 years. Ryan started his career with Benchmark as an investment specialist in 2015 supporting the development and investment team. He was responsible for the development and equity accounting and cash management of over $350M in total project costs, sourcing and evaluating opportunities, providing market and competitive research, and preparing investment committee presentations. Ryan has developed detailed underwriting models utilized in acquisition and new development opportunities, as well as expansion, product re-positionings, and recapitalizations. He also led the preparation of property level budgets and provided analytical support to the operations team. Later Ryan went on to oversee the asset management of their CCRC portfolio, assisting with strategy, multi-year capital planning, capital structure, and communicating to investors and lenders.
At OnePoint, Ryan will be highly focused on capital and financial engagements and development engagements, creating and maintaining financial models, assessing financial feasibility, and serve in an asset management/oversight role.
Ryan received a B.S. in Mathematics from the University of Rhode Island.
Sanjin Mujan
Project Manager
Development
Sanjin is a Project Manager with OnePoint Partners. He holds a Bachelor's degree in Architecture from Temple University. Sanjin has over Fifteen Years of Architectural experience working on a variety of commercial projects types thought of Northeast jurisdiction. His specialties includes Senior Living, Healthcare, Education and Hospitality/Casino Gaming.
He started his architectural carrier during his senior year at Temple University, with R2Architects in Vorhees, New Jersey. Before joining OnePoint Partners, Sanjin was a Construction Administrator with RLPS Architects in Lancaster, Pennsylvania. At RLPS, he worked primarily with non-profit senior living clients by managing teams of engineers, consultants, and general contractors through the entire construction process by translating contract document objectives into successful projects, while also managing the project construction schedules and budgets.
At OnePoint Partners, Sanjin works closely with the project team to listen, understand, and advance the project goals, while closely managing the project schedule and budget. He works with the team towards a thoughtful design approach while the entire OnePoint Partners development team collaborates to keep every project on track.
Nicole Philbrick
Advisory Services
Director Market Strategy
Nicole leads the market strategy work at OnePoint and has over 12 years of experience within the senior living industry.
She has extensive experience with both for-profit and not-for-profit entities, with a focus on not-for-profit providers of senior housing and care.
She has provided research, analysis, and advisory services including market and competitive analyses, focus groups, positioning and pricing analyses, and strategic advisory assistance. She has worked with communities throughout the US from the Pacific coast to the shores of New England, in nearly 30 states. Nicole holds Bachelor of Science degrees from South Dakota State University in Communication Studies and Music Education, graduating with honors.
Morgan Snyder
Advisory Services
Market Analyst
Morgan has dedicated much her career over the last 10 years to the senior living industry on the provider side. She has spent the majority of her career focused on sales as marketing efforts where she oversaw business development, marketing campaigns and occupancy stabilization. Throughout her career, Morgan has worked alongside various providers, from family-owned standalone providers to national CCRC's. Morgan received her bachelor's degree from Central Michigan University in Health Administration with a specialization in Gerontology.
Katie Sterr
Advisory Services
Financial Analyst II
Katie is a Financial Analyst at OnePoint Partners. She graduated with a Bachelor of Science from the University of South Carolina where she studied International Business and Finance. For more than five years, Katie worked in numerous finance roles in the automotive industry. Now, she joins OnePoint Partners with robust analytical and modeling skills and exceptional knowledge of the financial field.
Previously, Katie was responsible for performing investment analyses and project calculations, month-end reporting and multi-year forecasting, and preparing financial presentations to aid in strategic decision making. She is thrilled to step into a new industry and support the non-profit community while utilizing her technical expertise and continuing to develop new skills.
Hayley Winslow
Marketing & Sales Strategy
Marketing Analyst
Hayley conducts analysis on administrative tasks, leads communication efforts and assists in the market research work at OnePoint Partners. She holds a Bachelor’s degree in International Business from Saint Joseph’s College of Maine.
Previously, she developed operational and capital financial plans for evolving verticals at an existing higher education institution. In addition to the financial plans, Hayley also turned around one of the historically failing verticals to break even, created innovative and efficient staffing plans and co-developed an internship program for students.
As an Administrative Analyst at OnePoint, Hayley will lead the efforts to create administrative efficiencies, develop communication workflows and provide meaningful market information to the team.
Heather Zoeller
Advisory Services
Director
Heather has over 20 years of experience providing a range of strategic planning, development and financial advisory services to senior living and health care providers.
She brings an interdisciplinary perspective and approach, having participated in new campus developments, expansions and repositioning projects across the country as a feasibility consultant, development consultant and banker.
Heather understands the implications of decisions made during the early, conceptual phases of strategic planning and product definition through financing, development, marketing and operations; her focus is on helping clients integrate these disciplines into successful planning and strategy execution.
Heather began her career conducting feasibility studies utilized by underwriters and investors for tax-exempt bond financings. While with a full-service development and management company, she focused on market research and guiding the unit mix, pricing and service programs for development projects. As a commercial lending officer specializing in senior living and health care, she developed client-specific financing structures and executed financing transactions ranging from letters of credit and construction loans to direct purchase bond financings. In addition, as a banker during the credit market crisis in 2008, she managed a portfolio of distressed loans and facilitated the renegotiation of credit terms including debt restructurings. Finally, both here at OnePoint and previously through her own consulting practice (CCRC Consulting), she has led and developed robust financial projections models used for strategic planning, obtaining financing and throughout the development process.
Heather received a Master of Public Administration from the University of New Haven and a B.S. in Management from the University of North Carolina at Asheville, both with concentrations in Health Care Administration.
Erik Dalen
Partner
Erik is one of the founders of OnePoint Partners, a strategic and development advisory firm focused on the non-profit senior living industry. Erik holds a Master of Architecture and has more than 15 years of experience in design and development in a variety of project types including complex CCRC repositioning projects, expansions to existing campuses, as well as the development of new campuses.
Erik holds a Master of Architecture and has more than 15 years of experience in design and development in a variety of project types including complex CCRC repositioning projects, expansions to existing campuses, as well as the development of new campuses.
Erik’s expertise is in the facilitation of the early creation, testing, and execution of the community’s strategic vision from inception through completion. This includes strategic planning, project feasibility, site evaluation, navigating complex approvals processes, as well as the formation, management, and oversight of the entire project team required to bring vision to reality. At OnePoint, Erik oversees all aspects of the development advisory process, leading a team whose interdisciplinary skill set and core competencies reaches from initial project planning, to site and project feasibility, project development, project management, and construction oversight.
Michael Kivov
Partner
Michael is a Founding Partner of OnePoint Partners, LLC, a boutique senior living and care advisory firm providing integrated strategic, capital, and development advisory services primarily to non-profit providers.
Michael's career has been dedicated to the senior living and care industry. Since 1996 he has provided research, analysis, and advisory services that have led to positive outcomes for clients across the spectrum of senior living and care/services.
Michael specializes in assisting executive leadership teams in making informed, strategic decisions, and in developing product and program positioning to succeed in today’s competitive senior living environment. His particular expertise is working with CCRCs and other long-term care providers to develop strategies and initiatives to improve performance, better meet the needs of the market or take advantage of market opportunities, and to inform campus repositioning or future state master planning efforts. He also works with lenders, creditors, and investors to better inform their financial commitments and related decision making. With experience from coast to coast, Michael has been involved in the analysis of well over 500 senior living and long-term care communities across the entire country and has conducted multiple studies in over 35 states.
Michael is formerly a Founding Partner of SK Advisors, which merged with Modus, LLC to form OnePoint. Prior to that he was a Director at Real Property Research Group and was a Managing Associate at ZA Consulting, LLC, responsible for the Strategic Market Services Division. He also served for seven years as President and Treasurer of the Board of Directors of an affordable seniors housing community in Washington, DC that he helped lead through HUD refinancing. Over his career, Michael has spoken and given presentations at numerous industry conferences including LeadingAge national and multiple state affiliates, the National Association of Home Builders IBS, and others. Michael possesses a Bachelor of Arts degree from Emory University where he graduated as a member of the honors program.
Sarah Laffey
Partner
Sarah is a highly experienced finance executive with a career that has spanned twenty-seven years dedicated to the senior living industry. Throughout her career she has been largely focused on capital formation and strategy to support the operations and growth of the senior living industry. Her diverse experience includes 16 years in capital markets specializing in senior living and continuing care retirement community (“CCRC”) financing both as a direct lender to providers as well as an investment banker. She more recently spent 11 years working in various capacities for a large regional operator of senior housing providing her with an important operational perspective to complement her expertise in senior living finance.
Sarah’s career began in the commercial banking industry where she was a lender first at Fleet Bank and then Sovereign Bank (now Santander Bank). While at Sovereign, she developed the bank’s expertise in CCRC financing, growing its market share to cover the United States and Sovereign became one of the largest lenders to CCRCs nationally. Sovereign completed over $3 billion of financing to the CCRC and senior living industry under Sarah’s leadership.
In 2008, Sarah joined Ziegler Capital Markets, where she was an investment banker responsible for developing the firms investment banking business focused on for-profit CCRC owners and developers as well as supporting key not-for-profit clients.
In 2010, Sarah joined Benchmark Senior Living, the Northeast’s largest owner and operator of senior housing. She served in various capacities including as the company's Chief Financial Officer where she oversaw all finance, accounting, capital structuring and raising, acquisitions, risk management, legal and regulatory matters for the company. Sarah joined the company as Senior Vice President, Capital and was made the company’s Chief Investment Officer in 2019. She became Chief Financial Officer in 2020. Under Sarah’s tenure at Benchmark, the company grew from 44 properties to 63 properties. Sarah led approximately $700 million in new investments activity for the company (both acquisitions and ground up developments) and led several recapitalizations of the company representing over $3.5 billion of debt and equity raised.
Sarah earned a B.S. in Accounting from Providence College, and is also a CFA Charter Holder. She is a trustee of Taylor Communities in Laconia, NH.
Toby Shea
Partner
Toby Shea is an experienced finance and strategy advisor dedicated to serving the senior living industry. Toby provides operational, financial and industry expertise to management, boards, and investors.
Toby's vast experience includes more than 14 years in the capital markets first as a direct lender (commercial banking) and then as an investment banker and more recently serving as Chief Financial Officer of Masonic Health System of Massachusetts, providing an important operational perspective.
This diversity of experiences enables Toby to provide hands‐on strategy and operational knowledge, as well as valuable capital markets expertise, to help clients solve even their most pressing challenges.
Mr. Shea has served his clients through a variety of engagements, including (but not limited to): master planning and long‐term strategic planning (including financial modeling) activities, acquisition/affiliation analysis, debt restructuring (including bankruptcy), forecasting/scenario analysis, internal/external reporting improvements, and asset disposition services. Mr. Shea has the experience to provide his clients not only with solid guidance, but also hands‐on execution of their specific needs.
Toby is a Registered Municipal Advisor with the Securities Exchange Commission (SEC) and Municipal Securities Rulemaking Board (MSRB). As a Registered Municipal Advisor, Toby is qualified to provide clients with important advice regarding structuring of municipal securities and ensuring optimal execution (pricing, terms, etc.), among other services. Importantly, Municipal Advisors take on a fiduciary responsibility to their clients, ensuring the clients’ best interests are the first priority.
Toby has been a frequent presenter at industry conferences and board retreats. The topics of his presentations reflect Mr. Shea’s unique background, and most often focus on strategic planning and the importance of linking strategy with operations and finance/capital markets considerations. Toby received a B.A. in Economics from the University of Maine and is a CFA Charter holder.
Pete Baldwin
Development
Director
Pete holds a Bachelor of Science In Civil Engineering and has more than 23 years of experience in construction management and development in a variety of project types including CCRC repositioning projects, expansions to existing campuses, higher education, science, laboratory and food processing facilities.
Pete’s career has spanned all roles within the construction industry including estimating, project management, risk management and project executive.
Mr. Baldwin has directly managed at risk projects to completion, totaling over $500 million. Pete’s expertise is in the design, coordination, construction and risk management of projects from concept through completion. This includes site evaluation, entitlement approvals, design coordination, constructability analysis, logistic and phasing planning, scheduling, safety, cost control and budgeting, quality control and commissioning. At OnePoint, Mr. Baldwin oversees all aspects of the design, bid and construction process, leading the project team and clients to a valued project that improves the quality of life for the residents of the community.
Stephanie Baum
Advisory Services
Financial Analyst II
Stephanie is a Financial Analyst with OnePoint Partners. She has a Bachelor’s of Business Administration from University of Michigan where she majored in Accounting and Finance. After almost 6 years working in various finance roles in the automotive sector, she now joins OnePoint with a unique perspective and knowledge of the financial and commercial world.
In her previous roles, Stephanie was responsible for multi-year forecasting and business planning, calculating the financial feasibility of projects, creation of headcount strategies, and automation of various financial processes. She is excited to begin working with the non-profit community and using her financial skills to help others while expanding her knowledge base.
Rob Beal
Development
Project Manager
Rob is a Project Manager with OnePoint Partners. He holds a Bachelor of Architecture from Penn State University, and is a Licensed Architect in Maine and Pennsylvania. Rob has more than 12 years of experience in design and development for a variety of project types and has spent the majority of his career working with non-profit senior living groups.
Before joining OnePoint Partners, Rob was a Project Architect with RLPS Architects in Lancaster, Pennsylvania. Rob served on the Board of Directors for the Pennsylvania Chapter of The American Institute of Architects (AIA), and was the 2019 President of the Central Pennsylvania Chapter of the AIA.
Rob’s experience in senior living development includes master planning, design & documentation of complex projects, and construction administration. Rob leads multi-disciplinary teams towards a common goal through all phases of a project’s development.
At OnePoint Partners, Rob works closely with the project team to listen, understand, and advance the project goals, while closely managing the project schedule and budget. Rob leads the Consultant team towards a thoughtful design approach while the entire OnePoint Partners development team works together to keep every project on track. Every project is unique and our team’s diverse range of skills and talent enables us to tackle any challenge.
Jodi Bleier
Advisory Services
Director
Jodi has over 20 years experience in the healthcare and senior living industries, serving as a trusted advisor and consultant to a wide range of clients including single-site providers of seniors housing and care, multi-facility systems, and stand-alone providers of long-term care.
Jodi joins OnePoint after serving as Vice President of Financial Operations and Strategic Growth for Lifespace Communities, a multi-campus senior living system located in Des Moines, Iowa. Prior to her time at Lifespace, Jodi served as a director with a national accounting firm’s senior living consulting practice, providing business planning and advisory services to senior housing and care clients across the country. Jodi has been involved in the preparation of feasibility studies for over $5.0 billion in tax-exempt bond financings. She also has extensive experience in developing and leading the preparation of financial forecasts and market demand analyses for early stage project planning. Jodi also provided consultative services to clients responding to periods of economic stress as well as change-of-ownership situations.
Jodi graduated Phi Beta Kappa with a bachelor’s degree in mathematics from the University of Florida, later returning to her alma mater to graduate with a master’s degree in Business Administration and Health Services.
Sharon Bolen
OnePoint
Controller
Sharon is an experienced CPA with over 25 years’ experience and is licensed in MA. As a Controller, she is responsible for all accounting functions associated with the daily operation of the company and with development projects.
In addition, she is also responsible for forecasting and budgetary analysis, insurance and banking functions, ensuring compliance with various tax and reporting agencies, as well as overseeing human resources functions for company.
Prior to joining OnePoint Partners in 2018, she worked as a sole practitioner for several years, providing consulting services to a variety of small businesses. Sharon also worked in public accounting firms as an auditor, rising to Senior Manager. When Sharon was in private accounting, she worked in a variety of positions from staff accountant to Controller and in banking operations.
Michele Botcher
Development
Project Coordinator
Michele is a Project Coordinator at OnePoint Partners. She graduated from SUNY Plattsburgh with a Bachelor of Science degree in Physics.
She has worked for 10 years in the health care industry as a Cardiovascular Invasive Specialist, within Cardiac Catheterization Labs and Intensive Care Units. Additionally, she has worked 5 years as a Production Planner in the Aerospace and Defense industry.
Michele is excited to delve into the Senior Living and Care industry and support the development team as a Project Coordinator. Her attention to detail, and strong teamwork capabilities will make her a strong addition to the OnePoint Partners team.
Tom Brod
Advisory Services
Managing Director
Tom has worked in the continuing care retirement community (CCRC) industry for his entire career and has broad experience in operations, development and finance. He has served as executive director of two CCRCs and is a licensed nursing home administrator. He has also served on the executive team of a multi-facility CCRC organization.
Tom has particular expertise and experience in finance, having successfully financed five start-up CCRCs while working as a developer and then working as an investment banker and financial advisor.
Tom worked as an investment banker for Ziegler Investment Banking from 1995 to 2008, serving clients along the East Coast and participating in over $1.5 billion in taxable and tax-exempt financing. In 2008, he joined Erickson Retirement Communities. In 2010, Tom founded North Shores Consulting Inc. to provide financial advisory and strategic consulting services to his former investment banking clients and other CCRC organizations around the country. In 2017, Tom joined Lifespace Communities to lead its growth through mergers and affiliations. While at Lifespace, he led Lifespace’s successful affiliation with three CCRCs in Texas.
Tom earned his B.A. with honors at the College of Wooster, Wooster, Ohio, and his M.B.A. at The Wharton School, the University of Pennsylvania with an emphasis in Health Care Administration.
Rob Clark
Management Services
Managing Director
Rob began his career in senior living career 20 years ago, serving in direct management roles in a variety of senior living settings. Rob started in senior living as a nursing home social worker and ultimately grew into roles as an Administrator, Executive Director, and later in regional operations and sales roles. Rob has had experience working with both for-profit and not-for-profit organizations, including Brookdale Senior Living, Extendicare, and Lifespace Communities. In addition to senior living management positions, Rob worked within the healthcare investment side as a VP of Asset Management with American Healthcare Investors and Cascade Capital Group. These experiences provides Rob with a unique blend of skills that enable him to focus on both the resident experience and fiscal responsibility aspects of operations.
Rob holds a Bachelor’s degree in social work from Western Michigan University and a Master’s degree in Business Administration from Michigan State University. Rob is also a licensed nursing home administrator (LNHA).
Amber Cox
Sales & Marketing Advisory
Director
Amber is passionate about all things senior living but has a special heart for nonprofit communities. With over 12 years of sales, marketing, and nonprofit experience, throughout her career she has served in various roles including community level sales, national/multi-site leadership, sales trainer, and has taken the lead on numerous pre-leasing and expansion projects. During her time in the industry, Amber has been focused on stabilizing communities who utilize a management company to grow their census and revenue lines. She has a proven track record of driving occupancy in communities throughout the country, and is innovative in building high performing sales teams, developing tradigital marketing plans, and shortening the sales processes to better follow the ways seniors buy following Covid.
Amber has been a featured speaker for LeadingAge Texas Panhandle in 2017. She received a Bachelor of Science in Communication & Broadcasting Studies from Eastern New Mexico University.
Ansley Dee
Advisory Services
Director
Ansley has over 12 years of experience in the senior living industry serving as an advisor to a wide range of organizations including multi-facility systems, single-site life plan communities, as well as stand-alone providers of post-acute/long-term care.
Ansley has developed and led the preparation of detailed multi-year financial projections associated with senior living planning efforts, including the development of start-up communities as well as for existing campuses considering expansions, re-positionings and re-financings, and merger opportunities.
She has completed financial feasibility studies for a total of over $900M in tax-exempt bond financings utilized by underwriters and investors for tax-exempt bond financings. Ansley has also worked alongside numerous senior living providers to help lead them through a strategic planning processes resulting in the development of a comprehensive strategic plan as well as conducted benchmarking analysis as part of operational improvement efforts.
Ansley spent the first five years of her career providing management consulting services as part of the senior living practice of a national accounting firm. Ansley holds a B.A. in Mathematics and Sociology as well as a Master’s of Science in Public Health in Biostatistics from Emory University. In addition, she holds a master’s degree in Finance in Management from the University of St. Andrews in Scotland.
Rob Fallon
Management Services
Operations Director
Rob Fallon has worked as a senior living and health care executive for most of his career. He received his BS degree from the University of Michigan in Special Education and began his career as a special education teacher for deaf and blind students at Perkins School in Watertown, MA. He relocated to San Francisco, CA and worked at the Lighthouse for the Blind where he begins working with seniors. He received his MPH degree from UC Berkeley and became a Nursing Home administrator. He started as an Executive Director of CCRCs for The Peninsula Regent in San Mateo, CA, and at the Masonic Home of Union City, CA. While at Masonic Homes, he was promoted to the Vice President of Operations, overseeing the operations of 2 CCRCs and the development of a third. He relocated back to his home in Massachusetts and opened the Commons of Lincoln, a Masonic/Deaconess Abundant Life collaboration community. He later served as the ED at Newbury Court in Concord, MA. and as the CEO of North Hill in Needham, MA.
Amanda Gangoo
Advisory Services
Senior Living Analyst
Amanda is a Senior Living Research Analyst at OnePoint-Partners. Here she provides Market research, including but not limited to demographic and supply/demand analysis as well as gathering data regarding industry trends.
She holds a bachelor’s degree from Dominican University of New York. During college Amanda interned at many non-for-profit senior living communities as well as adult day centers.
Previously, Amanda was a Director of Memory Care at an Assisted living community in south Florida. She has years of experience in adult day centers, independent living and assisted living. Lastly, she has experience in startup communities. Amanda Is thrilled to join the OnePoint team.
Fadia Haddad
Development
Project Manager
Fadia is a Project Manager with OnePoint Partners Development Team. She holds a Bachelor’s degree in Architecture from Massachusetts College of Art and Design in Boston. After 7 year of architectural design and project management experience across a variety of residential and commercial projects, Fadia joined the OnePoint Team with her knowledge and experience in the architectural world.
Her experience in Senior Living development includes involvement in planning as well as management of a number of non-profit Community projects across New England.
As a project manager at OnePoint, Fadia is driven to deliver the utmost service to our clients by way of listening and understanding client needs, advancing project goals and milestones, and providing the project’s Consultants with the OnePoint Development Team’s guidance to ensure project success. Her focus is on critical project details such as budget and schedule, along with managing the project team through all phases of design and construction.
Karen Hogan
Marketing & Sales Strategy
Managing Director
Karen is a highly experienced senior living marketing and sales leader with over 20 years of overseeing occupancy and revenue growth strategies for various types of communities across the country. While Karen has experience in both for-profit and not-for-profit communities, her passion and primary experience has been centered on assisting non-profit communities fuel their missions through effective top-line revenue growth.
Throughout her career, Karen has engaged with hundreds of senior living sales and admissions professionals, managed marketing and sales strategies for a national portfolio of 80+ communities, and led a team of regional directors located throughout the country. Karen’s marketing and sales expertise spans all senior living segments and care levels with a strong concentration on Lifeplan Communities. Karen enjoys providing senior living clients and colleagues with solutions-oriented, straightforward consultation in alignment with established business goals. Her strategic approach is rooted in facts and data, common sense, good humor, and a laser focus on driving optimal sales and marketing performance.
Karen is a lifelong New Englander having lived in both Maine and Connecticut. She graduated from University of Maine at Presque Isle with a bachelor’s degree in social work and has completed additional coursework in leadership and organizational studies.
Ryan Larkin
Financial Analyst
Advisory Services
Before joining OnePoint in May 2022, Ryan served as director of investments for Benchmark Senior Living, based in Waltham, MA, and was with the company for more than 7 years. Ryan started his career with Benchmark as an investment specialist in 2015 supporting the development and investment team. He was responsible for the development and equity accounting and cash management of over $350M in total project costs, sourcing and evaluating opportunities, providing market and competitive research, and preparing investment committee presentations. Ryan has developed detailed underwriting models utilized in acquisition and new development opportunities, as well as expansion, product re-positionings, and recapitalizations. He also led the preparation of property level budgets and provided analytical support to the operations team. Later Ryan went on to oversee the asset management of their CCRC portfolio, assisting with strategy, multi-year capital planning, capital structure, and communicating to investors and lenders.
At OnePoint, Ryan will be highly focused on capital and financial engagements and development engagements, creating and maintaining financial models, assessing financial feasibility, and serve in an asset management/oversight role.
Ryan received a B.S. in Mathematics from the University of Rhode Island.
Sanjin Mujan
Project Manager
Development
Sanjin is a Project Manager with OnePoint Partners. He holds a Bachelor's degree in Architecture from Temple University. Sanjin has over Fifteen Years of Architectural experience working on a variety of commercial projects types thought of Northeast jurisdiction. His specialties includes Senior Living, Healthcare, Education and Hospitality/Casino Gaming.
He started his architectural carrier during his senior year at Temple University, with R2Architects in Vorhees, New Jersey. Before joining OnePoint Partners, Sanjin was a Construction Administrator with RLPS Architects in Lancaster, Pennsylvania. At RLPS, he worked primarily with non-profit senior living clients by managing teams of engineers, consultants, and general contractors through the entire construction process by translating contract document objectives into successful projects, while also managing the project construction schedules and budgets.
At OnePoint Partners, Sanjin works closely with the project team to listen, understand, and advance the project goals, while closely managing the project schedule and budget. He works with the team towards a thoughtful design approach while the entire OnePoint Partners development team collaborates to keep every project on track.
Nicole Philbrick
Advisory Services
Director Market Strategy
Nicole leads the market strategy work at OnePoint and has over 12 years of experience within the senior living industry.
She has extensive experience with both for-profit and not-for-profit entities, with a focus on not-for-profit providers of senior housing and care.
She has provided research, analysis, and advisory services including market and competitive analyses, focus groups, positioning and pricing analyses, and strategic advisory assistance. She has worked with communities throughout the US from the Pacific coast to the shores of New England, in nearly 30 states. Nicole holds Bachelor of Science degrees from South Dakota State University in Communication Studies and Music Education, graduating with honors.
Morgan Snyder
Advisory Services
Market Analyst
Morgan has dedicated much her career over the last 10 years to the senior living industry on the provider side. She has spent the majority of her career focused on sales as marketing efforts where she oversaw business development, marketing campaigns and occupancy stabilization. Throughout her career, Morgan has worked alongside various providers, from family-owned standalone providers to national CCRC's. Morgan received her bachelor's degree from Central Michigan University in Health Administration with a specialization in Gerontology.
Katie Sterr
Advisory Services
Financial Analyst II
Katie is a Financial Analyst at OnePoint Partners. She graduated with a Bachelor of Science from the University of South Carolina where she studied International Business and Finance. For more than five years, Katie worked in numerous finance roles in the automotive industry. Now, she joins OnePoint Partners with robust analytical and modeling skills and exceptional knowledge of the financial field.
Previously, Katie was responsible for performing investment analyses and project calculations, month-end reporting and multi-year forecasting, and preparing financial presentations to aid in strategic decision making. She is thrilled to step into a new industry and support the non-profit community while utilizing her technical expertise and continuing to develop new skills.
Hayley Winslow
Marketing & Sales Strategy
Marketing Analyst
Hayley conducts analysis on administrative tasks, leads communication efforts and assists in the market research work at OnePoint Partners. She holds a Bachelor’s degree in International Business from Saint Joseph’s College of Maine.
Previously, she developed operational and capital financial plans for evolving verticals at an existing higher education institution. In addition to the financial plans, Hayley also turned around one of the historically failing verticals to break even, created innovative and efficient staffing plans and co-developed an internship program for students.
As an Administrative Analyst at OnePoint, Hayley will lead the efforts to create administrative efficiencies, develop communication workflows and provide meaningful market information to the team.
Heather Zoeller
Advisory Services
Director
Heather has over 20 years of experience providing a range of strategic planning, development and financial advisory services to senior living and health care providers.
She brings an interdisciplinary perspective and approach, having participated in new campus developments, expansions and repositioning projects across the country as a feasibility consultant, development consultant and banker.
Heather understands the implications of decisions made during the early, conceptual phases of strategic planning and product definition through financing, development, marketing and operations; her focus is on helping clients integrate these disciplines into successful planning and strategy execution.
Heather began her career conducting feasibility studies utilized by underwriters and investors for tax-exempt bond financings. While with a full-service development and management company, she focused on market research and guiding the unit mix, pricing and service programs for development projects. As a commercial lending officer specializing in senior living and health care, she developed client-specific financing structures and executed financing transactions ranging from letters of credit and construction loans to direct purchase bond financings. In addition, as a banker during the credit market crisis in 2008, she managed a portfolio of distressed loans and facilitated the renegotiation of credit terms including debt restructurings. Finally, both here at OnePoint and previously through her own consulting practice (CCRC Consulting), she has led and developed robust financial projections models used for strategic planning, obtaining financing and throughout the development process.
Heather received a Master of Public Administration from the University of New Haven and a B.S. in Management from the University of North Carolina at Asheville, both with concentrations in Health Care Administration.