MEET THE SVC TEAM

The Senior Veterans Council brings a wealth of experience to you. Whether you are looking for assistance from VA Accredited Attorney’s, VA Accredited Agents or other professional care needs consultants, we have the expertise to meet your long term care needs by helping you access the benefits you earned by service to your country and taxes you paid during your lifetime.
David Cole

David Cole

Founder / Benefit Advisor / VA Accredited Claims Agent

David was born and raised in Northern California. After high school and college, David served in the Air Force during the Vietnam War as a combat historian with the 22nd Bomb Wing of the Strategic Air Command. 

After receiving an Honorable Discharge, David went on to build a successful employee benefits consulting firm in Central California (Frontiers Benefit Services), which was acquired by Wells Fargo in 2000. For the next six years he worked with Wells Fargo as Vice President, Employee Benefits Division in Rancho Cordova, California with a focus on 401k, Pension, and other employee benefit plans until he relocated his family to North Carolina in 2006 and established an independent advisory business focused on Retirement Care and Veterans Benefit issues.

David and his wife Shelley were married in Sacramento, California in July 1997. Their family consists of a “yours, mine and ours” with children ranging in ages from 39 to 14. They reside in Apex, NC with their two teenage children.

David also serves as Director of the North Carolina Senior Care Council.

Licenses Held: Former Securities Series 7, 63 and 65 Registered Investment Advisor, Property & Casualty, Life and Health Insurance with Medicare Supplement, Medicare Advantage & Long Term Care Certifications, VA Accredited Claims Agent, Member of the National Organization of Veterans Advocates.

Shelley has worked in the insurance industry for over 11 years and built her own Third Party Administration company in California. After arriving in North Carolina she established Apex Health and Life. While she still maintains her Life and Health licenses, her focus is on overseeing the daily operations of Senior Veterans Council. 

Licenses Held: North Carolina & California Life and Health Insurance with Medicare Supplement, Medicare Advantage & Long Term Care Certifications.

Shelley Cole

Shelley Cole

VP Operations / Production Team Manager / VA Accredited Claims Agent

SVC Team

The Senior Veterans Council Team

Other members of our team bring knowledge and experience from varied business, government, and non-profit backgrounds. Each has ties to the military and understands the particular challenges that face Veterans and their families. Each has an appreciation for the sacrifice of servicemen and women and those who kept the home fires burning in their absence. As a team, we are committed to providing the highest level of service to each Veteran or family member we assist. Our respect for you demands nothing less.

Joan Christenson

Benefit Advisor and Facility Placement Specialist 
[email protected] 
Ext: 473

Col. David Moscovic, CPA, MBA

US Army, Retired Liaison for Military Affairs
[email protected] 
Ext: 326

Michele Privett

Production Team Lead 
[email protected]
Ext: 642

Stephen Cole

Receptionist / Admin Assistant
[email protected]
Ext: 456

Jenny Powell

Contract Specialist / Production Team 
[email protected] 
Ext: 536

Heather Koehler

Assistant Benefit Advisor
[email protected]
Ext: 357

Melanie Crawley

Account Rep / Production Team
[email protected] 
Ext: 235

Julie Jones, RN

Care Assessment Coordinator
[email protected]
Ext: 585

Shannon Davis

Admin Assistant / Production Team 
[email protected] 
Ext: 547

Marilyn Warlick, LCSW

Case Manager
[email protected]
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Cameron Davis Hall

Receptionist / Admin Assistant 
[email protected] 
Ext: 226

Rose Marie Thoreson

Medicare Specialist
[email protected]
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Jeffrey G. Marsocci, JD, Esq.

VA Accredited Attorney
Certified Medicaid Planner 

[email protected]
919-844-7993