Estate Planning Attorney

Rebecca A. Hobbs is a Principal with the law firm O’Donnell, Weiss & Mattei, P.C. with offices in Pottstown and Phoenixville, Pennsylvania. She focuses her practice on elder law, special needs planning, Medicaid planning, guardianships, estate planning, estate and trust administration, and Veteran’s benefits. Rebecca is Certified as an Elder Law Attorney (CELA) by the National Elder Law Foundation as authorized by the Pennsylvania Supreme Court. Rebecca is licensed to practice in both Pennsylvania and New Jersey. Rebecca is an accredited attorney for the preparation, preservation and prosecution of claims for veterans’ benefits before the United States Department of Veterans Affairs. From 2017 – 2023 Rebecca was selected for inclusion by the Pennsylvania Super Lawyers as a Rising Star in the field of elder law. She is an active member of the National Academy of Elder Law Attorneys (NAELA) and the Pennsylvania Association of Elder Law Attorneys (PAELA). Rebecca is also a member of the Montgomery Bar Association, serves on their Board of Directors and Executive Committee, and is a Co-Chair of the Elder Law Committee. Rebecca is a regular presenter on topics concerning Ethics, Estate Planning, Estate/Trust administration, and Elder Law for ElderCounsel, Pennsylvania Bar Institute (PBI), National Business Institute (NBI), and other CLE providers.

Email Address: rhobbs@owmlaw.com
Phone: (610) 917-9347

S&K Insurance Advisors, LLC

10626 Versailles Blvd
Wellington, FL 33449
(561) 333-3868
www.insadvisors.net

Terri Kamen founding partner of S&K Insurance Advisors with her husband Michael Schulner has been specializing in health insurance, life insurance, dental and vision as well as medicare supplements since 1989.  She was born and raised in Rockville Centre, Long Island, New York.  She attended St John’s University in Queens, New York and after an auto accident transferred locally to Hofstra University.  Completing her 4 year BA degree in Education she graduated from George Washington University in Washington, DC in 1976.

After obtaining her insurance license in 1989, she has been serving the insurance needs of so many around the country including Texas, California, Florida, North Carolina, South Carolina, Georgia, Tennessee, New Jersey, Ohio, Connecticut, Virginia, Maryland and Pennsylvania to name a few.  She’s always been very successful because she considers her clients’ interests and needs as top priority.

She’s been involved in community work and has served on the Boards of several local organizations including past Chairman of the Board and President of the Miami-Dade Women’s Chamber of Commerce; on the Board of the Women’s Chamber of Commerce of Broward County and several organizations in Palm Beach County.

She served vice chairperson in Palm Beach County for the Relay for Life in support for the cure for cancer.  She has been awarded and entered into the Circle of Excellence by Health and Human Services for her work in the healthcare.gov website since 2018.

She was acknowledged as a Premier Agent for CIGNA from 2010 when awarded nationally as top producer and continued that honor through 2013.  CIGNA left the individual market in 2014 as did so many other national carriers which changed the complexion of providing options for individuals in the country.

PRESIDENT / CEO

Mark Grosshanten Mark has been working in the Senior Services Industry since 1988. He is a native of Collegeville, Pennsylvania and moved his practice to Jupiter, Florida in 1993 where he currently resides with his son, Connor.

Mark has had to deal with senior issues within his immediate family and has a real passion to develop a comprehensive financial plan for each client that will address their immediate goals and consider future plans as their dreams and financial goals evolve. Estate planning, tax planning and investment strategies with an emphasis on safety and preservation of capital are primary concerns.

Email Address: Mark@PRGChoice.com
Phone: (610) 707-9170

Reverse Mortgage Specialist

Brian Cooper is the dedicated in-house Reverse Mortgage Specialist for the Boca Raton branch of Finance of America. He has been originating federally insured Reverse Mortgages (called Home Equity Conversion Mortgage or HECM) since 2005.  Brian prides himself in providing accurate information. It is all about educating his client, their family and advisors about a product that has many misconceptions. It’s heartbreaking when one makes a potential life changing decision based on inaccurate information. Because of that, please talk to Brian to get the facts. Making sure that the loan is the proper fit is most important.

Email Address: BRCooper@FinanceofAmerica.com
Phone: (561) 287-8243 Ext-2697

Office Manager

Becky D’Amico is the Administrative Assistant for Pinnacle Retirement Group. She was born and raised in Honesdale Pennsylvania and currently resides in Newark Delaware. Becky has a Bachelors’ Degree in Environmental Science from Delaware Valley University. Becky is a knowledgeable Administrative Assistant with an extensive background in administrative duties. Becky is focused and detail oriented with drive and commitment and serves a valuable role on our team. In Becky’s spare time she dedicates herself to her three children as well as helping people achieve their fitness goals as a Certified Personal Trainer.

Email Address: Becky@prgchoice.com
Phone: (610) 707-9170

The Curran Law Firm

Maura Curran is the owner of The Curran Law Firm in Jupiter, Florida.  The Curran Law Firm areas of practice includes estate planning, asset protection, estate administration, trust administration real estate transactions, and title insurance.

To provide a greater service to her clients, Maura Curran created the Abacoa Florida Land Trust, LLC and is an authorized attorney title agent for Old Republic Title Insurance.  Old Republic is a well-established company that works with Florida’s attorney-only title partner, The Fund.  She is also a certified circuit civil court mediator.

Maura Curran is from Northeast Ohio and graduated from Kent State University and Cleveland-Marshall College of Law.  She is licensed to practice law in both Ohio and Florida.  Following law school, Ms. Curran was a law clerk in the Cuyahoga County Probate Court in Ohio.  Maura then moved to Florida to work at a couple local law firms practicing real estate, probate, guardianship, and litigation.  In 2009 she opened The Curran Law Firm.

Maura Curran serves her client’s needs with one-on-one, personalized counseling.   Maura prides herself on her ability to truly listen to her clients and translate their visions and goals into a plan that meets their desires and expectations.  Your initial estate planning meeting is complimentary and most of the firm’s engagements are based upon flat fees, agreed to in advance.

Medicare Supplements

I am helping your neighbors with their insurance needs including:

• Medicare – Supplemental
• Advantage or Individual
• Dental
• Vision
• Long-term-care
• Final Expense
• Annuity

Email Address: mobrien@healthmarkets.com
www.HealthMarkets.com/mobrien
2795 Egypt Rd.
Audubon, PA
(610) 812-3377

Chief Compliance Officer

Rick Trenary Richard “Rick’ Trenary has been a Floridian since 1973. He and his wife, Diane are 28 year residents of Jupiter. Rick is a graduate of both Florida State University, (Class of ’77) and Florida Atlantic University,( Class of ’97).  Rick spent many years in corporate accounting and tax preparation before entering the Health Insurance Industry. Rick brings that experience to our health insurance and senior products division.

The accounting, tax preparation, and health insurance professions have many similarities. Each provides much needed “Peace of Mind” when practiced by a competent, conscientious, and caring professional.

Email Address: Rick@PRGChoice.com
Phone: (610) 707-9170

Retirement Planner and Safe Money Adviser

Joe O’Brien Joe and his wife Tina, have recently relocated to Jupiter. Joe is a graduate of Old Dominion University, (class of 76), where he was a member of the National Championship basketball team (75) Div. 2.

Joe began his career as a teacher for the Virginia Beach Public School System. Joe then spent the next 30 years as a real estate agent, broker, and investor. “Although this is a new profession for me, I can’t imagine anything more compelling!”. I’ve been so impressed with the PRG team, not just in their skills and expertise, but the care and commitment they have for their clients.

Email Address: Joe@PRGChoice.com
Phone: (610) 707-9170
Cell: (757) 513-5530

Administrative Assistant

Dalila moved to Texas in January 2020.  Dalila joined our team this past tax season and helped Gerry complete 50% more tax returns than the previous year.  Dalila Graduated from Indiana University South Bend in 2016 with a Business Degree.  In the 5 years since her graduation Dalila has honed her skills and brings to our team her professional attitude and remarkable administrative knowledge.

Email Address: dalila@ira-master.com
Phone: (512) 833-6557

Tax Specialist

Coming Soon

Email Address: gerry@ira-master.com
Phone: (610) 813-2884

Receptionist

Coming Soon

Email Address: christy@ira-master.com
Phone: (512) 833-6557