Founder, Erin DiCarlo, has dedicated her career to helping seniors and their families transition from home. As a Certified Senior Advisor, Senior Living Options Specialist and Certified Dementia Practitioner Erin witnessed first hand how the process is segmented and time consuming for family members and the senior facing a major life transition. Many times finances cause the process to halt while families try to figure out how to pay for the new setting while the home is being dealt with and listed for sale. Many people find themselves “stuck” and unable to move forward in the process. After years of experiencing this situation with clients Erin was determined to find a personal, streamlined resource for seniors.
Erin has created Dovetail Financial to provide one point of contact a family can contact when needing financial help during a difficult time in their life. Our approach is simple, we get to know our client’s unique needs and create a lending process that works best for them. All lending is done in house without the use of banks or institutions which allows for flexibility and shorter turn around times.
Steven Blum, Lending Director, is an attorney by training, and Gerry Sherman, Lending Director, was originally a commercial banker. They have worked together since the mid - 1980s with a specialty in providing commercial real estate bridge loans. Throughout this entire period of time, Steven has also been an active real estate developer and business investor and Gerry has acted as an advisor to both business owners and banks regarding various aspects of business finance. Gerry also taught for many years at the Babson College MBA program and Steven currently is an adjunct professor at Quincy College. On the personal side, Steven and Gerry are both “empty nesters” who live with their wives and dogs and have several children and grandchildren. They both have recent experiences assisting with parents and in-laws transitioning late in life.
Steven and Gerry are very pleased to be contributing to Dovetail Financial and look forward to using their extensive background in finance to help seniors in transition.