• Meet The Team

    Who are we? How can we help you?

Sid Roderer

Cornerstone Real Estate

Sid Roderer - Cornerstone Real Estate
Real Estate

Sid was born and raised in Heidelberg, Germany.  She attended Westminster College of Salt Lake City, graduating with a Bachelors Degree in International Business.  After graduation, Sid returned to Europe, where she met her spouse and settled in Switzerland to raise her family and become a successful Real Estate Agent  for one of the market leaders.

Relocation to Cache Valley in Spring of 2011, Sid became licensed in Utah and Idaho. Sid has served and serves in many volunteer positions in her community and has recently completed her designation as a Senior Real Estate Specialist. Watching her grand-parents age and observing the difficulties in planning, she has taken to assist seniors in finding options in planning for the later years in life by educating them about their options.

www.sidroderer.com

Bruce Lee

ComForCare

Home Care

Bruce Lee is the owner and president of ComForCare of Northern Utah.  ComForCare has over 200 locations throughout the United States and Canada that provide top quality in home care.  Bruce chose to become part of the ComForCare family early in 2016.  A major driver in his selection of ComForCare is the company’s focus on helping people to live their best life possible.  This aligns with Bruce’s belief that regardless of people’s challenges, they still have more life story to write, and he wants to help them write it.  Because of this, home care has more meaning than just helping people stay in their homes by providing personal and companion care services, it is about helping them to enjoy life!

www.comforcare.com

Jase Allen

Allen Law Office PLLC

Jase Allen
Estate Attorney

Jase Allen is a Utah attorney focusing on estate and asset protection. He is a native of Cache Valley, Utah and attended Logan High School. He went to college at Utah State University and graduated with honors in finance and economics. He then attended the University of Nebraska College Of Law where he studied wills, trusts, and estate planning. He is an attorney-member of the Utah State Bar’s Estate Planning Section.

www.cachelegal.com

Brett Bullock

The Bullock Agency

Brett Bullock - The Bullock Agency
Supplemental Insurance

Brett Bullock is the director of sales for The Bullock Agency in Logan Utah.  25 years ago he and his wife Heidi brought Supplemental Insurance to the many businesses and citizens of Cache Valley. He will be sharing his insights on insurance for the aging population and how supplemental insurance can help you.

thebullockagency.com

David A Packer

Bridgerland Financial LLC

Financial Advisor

David believes seniors are smart and can make their own informed decisions when properly educated. He believes that our senior clients need an advocate, not a salesperson. He also believes in helping our clients pursue their dreams and retire, not worrying about where their next paycheck is coming from. He does all of this using the latest financial techniques, solutions, and one on one education and advice from a team with over 20 years combined experience.* David owns and operates Bridgerland Financial. He helps bridge the gap between work and retirement. He helps you get to the reward you deserve after working your whole life with a retirement plan that makes sense.

David has done several presentations to help end financial elder abuse. He has presented in front of several advocacy groups and business owners to educate them on the signs and prevention of financial elder abuse. His wife and him serve the people of the valley by advocating for kids by serving as foster parents.

www.bridgetoretire.com

Kim Moor

Utah Mortgage

Mortgage Expert

Kim is passionate about working with seniors to meet their mortgage needs. She specialized in Reverse mortgages and loves to find ways to help seniors stay in their beloved homes and to resolve financial issues. Her ultimate goal is to help seniors meet their goals, get rid of their mortgage payments and help them enjoy life more.

Kim has been in the mortgage business for 32 years, 25 years as an underwriter. So, she knows how the mortgage process works and loves to find the best home loan programs for her clients. Kim also does many other mortgage products and programs but has a special love for Reverse Mortgages.

Kim loves and lives in the Cache Valley and could not imagine living any where else. She has been in Hyde Park for 2 years, coming from Utah County and originally from Southern California. She totally believes the Cache Valley is “heaven”.
Kim just became a senior herself and is excited about the new chapter in her life. She is happily married to a wonderful senior man, has two senior dogs and loves to adopt senior dogs, especially black labs.

“Things get better with age”, Kim is fond of saying and believes that whole-heartedly.

www.utahmortgageloan.com/kim

Jared Ripplinger

Jared Ripplinger
Certified Public Accountant

Jared is a Cache Valley native and is a specialist in Estate Tax, Gift Tax, Trust Accounting, and Trust Taxation, as well as taxation of retirement benefits. Jared is also a Certified Valuation Analyst and performs business appraisals and business succession planning.

www.cookmartin.com

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