About

Meet the people behind True North Collective.

Get to know the people in the collective, what they focus on, and how they help families navigate senior-care decisions.

Compass

Nancy Sievert, CSA®

Managing Broker and Certified Senior Advisor (CSA®)

Nancy Sievert is a Managing Broker and Certified Senior Advisor (CSA®) with a professional focus on guiding older adults and their families through complex real estate decisions. With deep expertise in senior housing transitions, Nancy brings a consultative, solutions-driven approach that balances financial strategy with empathy and respect for each client’s life stage.

As a senior real estate professional, Nancy works closely with aging homeowners, adult children, and trusted advisors to navigate downsizing, relocation, and lifestyle transitions. Her background in senior-focused sales equips her to manage high-stakes decisions with clarity, discretion, and confidence, ensuring clients feel informed and supported throughout the process.

Nancy’s CSA® designation reflects her commitment to understanding the unique challenges facing older adults, including health considerations, financial planning, and family dynamics. Known for her professionalism, integrity, and results-oriented mindset, she serves as a trusted resource for clients seeking both expertise and genuine advocacy.

Continuum Care Hospice

Tiffany Kopec

Community Liaison

Tiffany helps families and care partners understand when hospice may be appropriate, what support is available, and how to approach serious-illness conversations with clarity and compassion.

True North Collective

Tate Steele, CFA

Financial Planner

Tate Steele is a financial planner, fiduciary, and CFA charterholder who helps families make coordinated decisions at the intersection of care, housing, taxes, benefits, and investments. Before joining Steele Capital Management, he worked with large institutions solving complex financial and risk management challenges. Today, Tate specializes in helping families navigate the financial complexities of long-term care and senior living by combining traditional financial planning, portfolio management, and tax strategy with planning techniques designed to help preserve assets and create eligibility for VA and Medicaid benefits.

Compass

Lindan Wharton

Real Estate Broker

Lindan brings a steady real estate perspective to later-life transitions, helping families think through preparation, market timing, and the logistics of a thoughtful move.

The Right Place

Lisa Satin

Senior Care Advisor

Lisa guides families as they compare senior living options, helping them ask better questions, narrow choices, and feel less alone during a transition.

Eldercare Consulting, LLC

Patricia Throop

Geriatric Care Manager

Patricia helps families assess needs, coordinate services, and create practical care plans when medical, family, housing, and safety questions overlap.

Forever Care Services, LLC

Adrienne Miller

Senior House Advisor

Adrienne helps seniors and families explore housing options, understand levels of support, and prepare for a move that fits both care needs and personal preferences.