Photo: Vitaly Gariev / UnsplashVetted & Recommended
Trusted professionals who specialize in helping seniors make a smooth, confident transition — from your current home to your new cooperative.
Every professional listed here has been personally vetted by Lisa Dunn. These are the people Lisa calls when her own clients need help — attorneys, financial advisors, move managers, and senior living guides who understand the unique needs of seniors making this transition.
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Elder Law & Estate Planning
Mary Frances Price — Bravura Group
Mary Frances Price is a founding member of Bravura Group and has been licensed to practice law since 2005. She focuses on estate planning, elder law, and VA benefits — helping individuals and families navigate the legal, medical, and financial impacts of aging. A Minnesota Super Lawyer (2019–2025) in Elder Law, she has spoken at 7500 York Cooperative in Edina and is deeply familiar with the senior cooperative community.
Wills & Estate Planning
Goldman Law Office, LLC — Craig P. Goldman
Craig P. Goldman is the founder and managing attorney of the Goldman Law Office, LLC, located in Edina, Minnesota. For 25 years, Craig has served his clients with honesty, integrity, and discretion, and is committed to providing quality work at affordable rates. The Goldman Law Office focuses on Estate and Disability Planning, Probate and Trust Administration, Conservatorships and Guardianships, Asset Protection Planning, Medical Assistance planning, and Elder Law. Craig is a trusted resource for seniors navigating the legal side of a cooperative transition — from updating wills and trusts to planning for disability and long-term care.
Daily Money Management
Maura Albrecht, ChFC — Financial Wellness for You
Maura Albrecht founded Financial Wellness for You in 2007 to help Twin Cities seniors maintain their financial independence. With 16+ years of financial services experience, she offers daily money management — bill paying, financial organization, spending plans, and coordination of community resources — for adults 55+ across the Twin Cities metro.
Cooperative Financing
National Cooperative Bank (NCB)
National Cooperative Bank is the only bank in the United States dedicated especially to cooperatives and member-owned organizations. NCB provides banking solutions for co-ops, condos, and HOAs — including financing for senior cooperative communities across the country. They are the go-to lender for senior cooperative financing.
Senior Move Management
Rose's Daughters Senior Moving Services
Rose's Daughters has been helping Twin Cities seniors move forward with confidence and care for more than 20 years. As a full-service senior move management company, they provide downsizing guidance, professional packing, move coordination, floor planning, and complete home setup — making every transition organized, respectful, and as stress-free as possible.
Senior Living Guidance
Ann Hartlaub, CSA — Senior Care Authority Minneapolis Metro
Ann Hartlaub is the local Senior Care Authority® Advisor for the Minneapolis Metro area. As a Certified Senior Advisor and Dementia Practitioner, she provides personalized guidance to help families evaluate senior living and care options — walking alongside them every step of the way with clarity, compassion, and local insight.
Eunice K. Neubauer, CSA® — Choice Connections
Eunice Neubauer founded Choice Connections in 2009 with a mission to simplify the senior living search for older adults and their families. As a Certified Senior Advisor, she and her team provide compassionate, faith-centered guidance — helping families find the best choices in senior living with integrity and care. Serving the Twin Cities metro area.
Need a Personal Referral?
Lisa has worked with many seniors making this transition. She can connect you with the right professionals for your specific situation.