Meet the Collective

The People You'll Actually Talk To

Everyone below works together on every family's file, not five separate referrals you're left to manage on your own.

Seniors Real Estate Specialist®

Valerie Van Pelt

The pencil marks on your parents' kitchen doorframe are still there. Now you're at that same kitchen table, looking for the words to ask what would make life easier for them. That conversation is where Valerie's work usually begins.

A Dallas native, Valerie is a REALTOR® with Compass Park Cities and a Seniors Real Estate Specialist®. She helps older adults and their families talk through the emotions of leaving a longtime home and make a plan for the move. Her 25-plus years in sales, including medical devices, taught her to listen closely and explain complicated choices in plain language.

She created Collective Moves to help families connect the dots between choosing a senior living community and getting ready to move. Valerie works with senior living teams to offer educational seminars and help families plan ahead. Once a community is chosen, she coordinates with the family and the community's team to line up the move-in date with preparing and selling the home, and connects families with trusted professionals for downsizing, estate sales, and legal or financial planning along the way.

Whether you're considering a move yourself or wondering how to bring it up with your parents, Valerie's advice is the same: start with the question that's been on your mind.

View Valerie's Listings

Organizing, Downsizing & Moving

LeAnn Holt-Martinez

LeAnn handles the part everyone dreads: decades of belongings and a floor plan half the size. She works room by room with a family to decide what's kept, what's sold, what's donated, and what goes to which grandchild, at a pace the person actually moving can live with. Then her team packs it, moves it, and unpacks it on the other end, in most cases in forty-eight hours or less. Keeping people calm through a week that is rarely calm is as much a part of the job as the boxes.

She earned her BBA from The University of Texas at Tyler in 2009 and an MS in marketing from Texas A&M University-Commerce in 2015, then put both to work founding Organized + Tidy, LLC in April 2021. The business started with hoarding cases. That led to single mothers who needed a system they could actually keep up with, and that led to seniors facing a downsize they had been putting off for years. Hundreds of clients later, the through line is the same: get organized, and stay that way.

In February 2026, Organized + Tidy was featured on the NBC 5 morning show. LeAnn lives with her husband Justin, his spunky twelve-year-old daughter, and a corgi named Foxxie.

LeAnn comes in early, alongside the realtor. Sorting and packing on her schedule is what lets a house be photographed, listed, and shown without a scramble, and it keeps the move itself from landing on the family all at once.

Estate & Moving Sales

Rebecca Davison, LMSW

Rebecca handles what's left once a family has decided what's coming along to the new home: the furniture, the china, the tools in the garage, and the collections nobody has room for. Through Chickadee Lane Estate and Moving Sales, she stages and prices a home's contents, brings in appraisals when something needs a closer look, advertises the sale, and keeps a detailed record of every item and every transaction. When the sale is over, she can arrange for whatever remains to be cleared out, so the house is ready for its next step.

Rebecca is a licensed medical social worker with more than twenty-five years of experience helping people through difficult transitions, and it shows in how she works. A sale after the loss of a parent is handled differently from a planned downsize, and she builds the timeline and the plan around the family's situation instead of a one-size-fits-all process. Her process is thorough, transparent, and designed to be as stress-free as possible.

Chickadee Lane is a family-based company in McKinney, serving homes within about forty miles, with a warehouse in Plano. Rebecca and her family have been through these moves themselves, which is a big part of why the company puts the client first.

Rebecca typically steps in once the family knows what's moving to the new home. Turning everything that stays behind into a well-run sale, and an empty house, keeps the listing on schedule and puts money back in the family's pocket.

Senior Living Navigator

Kelley Novak

Kelley is the person families call when they don't yet know what question to ask. Twenty-six years in healthcare across DFW means she has seen the same crossroads from nearly every side: hospitals, acute rehabilitation, skilled nursing, and as a community liaison walking families through their options. She can tell you honestly what a level of care actually involves day to day, and what it will realistically cost.

Her respect for seniors started early, visiting her grandparents in a nursing home as a girl. She knew shortly after high school that healthcare was the work she wanted, earned a physical therapy degree at South College in Florida, and has spent her career since in senior living environments. Being a steady resource for people facing the obstacles that come with aging is the part she cares about most.

Born in Dallas and raised in Carrollton, Kelley now lives in McKinney with her husband and three boys, and a mischievous family puppy named Ozzy.

Kelley is often the earliest call of anyone on the team, well before a house is listed. Getting the care question answered first is what keeps a family from making a real estate decision they have to undo six months later.

Estate Planning Attorney

Aaron Miller

Aaron handles the legal architecture underneath every transition: wills, trusts, powers of attorney, and the probate questions that tend to surface at the worst possible time. He works alongside a family's existing attorney when there is one, and steps in directly when there isn't.

His job is to make sure a home sale, a move, or a change in care doesn't quietly create a legal complication nobody saw coming, whether that's an outdated beneficiary, an unsigned power of attorney, or a title issue buried in old paperwork.

Aaron reviews the legal side of a transaction in step with the rest of the team's timeline, so a closing date is never held up by paperwork that could have been handled months earlier.

Financial Planning

Jim Whiddon

Jim works on the question that sits underneath every home sale: whether the numbers actually support what comes next, whether that's aging in place with in-home care, a move into a senior living community, or helping adult children plan for a parent's long-term costs.

Originally from Amarillo, Jim earned his bachelor's degree from Texas A&M as a member of the Corps of Cadets, class of '82, and holds a master's from The American College in Philadelphia. He founded JWA Financial Group in Dallas and served as its CEO for 28 years before the firm was acquired in 2013, earning the Aggie 100 Award twice along the way.

He hosted his own radio show for five years, founded THE OLD SCHOOL, and has been quoted in more than 350 publications and outlets including Fortune, the Wall Street Journal, and CNBC. He teaches in the financial planning program at Texas A&M and has written six books, most recently "The Mentor." He and his wife live in DFW and have four married children and seven grandchildren.

Jim is typically brought in once a family has a real sense of the home's value, so the financial plan is built around actual numbers instead of guesses.

Associate Wealth Advisor · CFP®

Johnathan M. Whiddon

Johnathan works alongside Jim on the financial side of a transition, helping families turn a home sale into an actual plan for the next ten years, for twenty, and for whatever changes in between.

Born and raised in DFW, he attended Texas A&M as a member of the Corps of Cadets and earned his degree from the Mays Business School. He spent nearly a decade as a risk advisor in the insurance industry before bringing that same planning and risk management discipline to wealth management. He is a Certified Financial Planner® and works out of the Plano office.

He lives in McKinney with his wife and two children, and spends his time outdoors, reading, watching Aggie football, and with his family and church community.

Johnathan and Jim work as a pair, so a family gets continuity even if one of them isn't available.

White-Glove Service in Collaboration with Collective Moves

Your Moving Butlers

Your Moving Butlers handles moving day itself, and handles it the white-glove way. The crew packs with care, protects furniture and floors, and gives the delicate, valuable, and irreplaceable pieces the extra attention they deserve, from the china cabinet to the framed family photos on the hallway wall.

Based in Hurst and serving the Dallas-Fort Worth area, they offer packing and unpacking along with the move itself, so a new apartment or senior living residence can feel settled from the very first night instead of weeks later.

Your Moving Butlers works in step with LeAnn and the rest of the team, so the truck arrives on the date the senior living community and the closing are already planned around.