Eliana Montalvo

Intake & Sales Coordinator

With a strong foundation in healthcare and a deep passion for helping others, Eliana Montalvo brings empathy, professionalism, and clarity to her role as an Intake and Sales Coordinator. With over seven years of experience as a Certified Nursing Assistant and Certified Medication Technician, she has worked closely with individuals navigating aging, illness, and transitions in care—particularly those with dementia and Alzheimer’s. This hands-on experience has shaped her compassionate, patient-centered approach to supporting families through complex decisions.

Eliana’s background in healthcare allows her to ask the right questions, truly listen to clients, and help them feel seen and supported as they consider estate planning and elder care options. A first-generation college graduate, she values education, transparency, and advocacy—especially when it comes to helping families protect what matters most.

Known for her attention to detail and her ability to connect with people from all walks of life, Eliana is dedicated to ensuring every client she speaks with feels informed, understood, and confident in the next steps they take.