Aging With Confidence

Jason White

I believe in educating my clients and providing multiple options. I saw a need ensuring that those who are enrolling in Medicare are protected. I also saw the amazing amount of education that is needed to provide comprehensive benefits and always being a resource to those around me. Values are what matter most and we always put our client’s needs before ours. I always want to make sure that my clients know they are protected, and they can trust that we always have their best interests.

Jessica Cunningham

Originally from NY, Jessica is proud to call NC her forever home. After obtaining a Bachelors degree in Economics from Swarthmore College and Juris Doctor from Temple University, she held various licensed roles in financial and estate planning services. A consummate networker, she recognizes the knowledge gap that exists on many essential life topics and that well-intentioned people often fail to adequately protect the people and things that matter most. She enjoys and looks forward to educating serious individuals and families about the solutions that life, long-term care, and disability insurance can provide in a well-rounded plan.

Juan Sosa | Estate and Life Planning Attorney

Juan Sosa is a graduate of Wake Forest School of Law and Belmont University. He began his legal career at a boutique litigation firm in Greensboro, NC. In 2015, Juan lost his father unexpectedly and experienced first-hand the struggles that can be avoided by executing a proper estate plan. In 2018, Juan moved back to Raleigh to be closer to family and began working in attorney malpractice insurance.

After losing his beloved mother-in-law to brain cancer in early 2023, Juan developed a passion for estate and end-of-life planning. This led him to join Hemphill Gelder, P.C. where his mission is to give families the gift of a grieving process free of the emotional stress caused by losing a loved one without a proper plan in place.

Juan is married and the proud father of a baseball-obsessed son and dog-loving little girl. After hours, you will find him coaching baseball or untangling fly fishing line on a river somewhere in the mountains.

Judith Naegely CPFA^® | Financial Planner

As a financial planner with a background in home health, Judith has seen first hand what effects improper planning can have on a family. Judith’s focus is on helping you make sound financial decisions by helping you build a comprehensive, holistic Plan and investing your money in ways that truly align with your needs & goals now and into the future.

Please click here to schedule an appointment with me; it also provides some more Long-Term Care resources.

Sanjay Das | Agency CEO & Senior Living Strategist

Sanjay Das originally grew up in India, but has made the United States his home for over 23 years. With his decade-long experience as a family caregiver, he started the agency as a tribute to his grandmother, who raised him since the day he was born. Sanjay is passionate about senior care, nature, and staying healthy. A former IT professional with a 20 year phenomenal corporate career, he currently focuses on creating certainty & hope for seniors and their families, by helping them navigate senior living options.