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
Certified Medicaid Planner (CMP)
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” to include 6 children and many grandchildren. They reside in Apex, NC.

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 many years and built her own Third Party Administration company in California. After arriving in North Carolina she worked in the Health and Life insurance industry. While she still maintains her Life and Health licenses, her focus is 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

Stephen Cole

Assistant Benefit Advisor

As Stephen has been working in the office since he was twelve years old, he has acquired extensive knowledge and experience as to what is required to be eligible for Veterans and other government benefits.

He is in his Senior year of undergraduate studies at NC State University with majors in both Political Science and History. He currently maintains Cum Laude status, is studying for the LSAT and hopes to attend UNC Chapel Hill Law School.

His application for VA Accreditation is currently pending at the Veterans Office of General Council.

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.

Col. David Moscovic, CPA, MBA

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

Jenny Powell

Contract Specialist / Production Team
[email protected]
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Julie Jones, RN

Care Assessment Coordinator
[email protected]
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Michele Privett

Admin Support / Production Team 
[email protected] 
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Rose Marie Thoreson

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

VA Accredited Attorney
Certified Medicaid Planner 

[email protected]