We are a professional care management company that specializes in coordinating the unique needs of seniors and disabled adults. Locally owned and deeply rooted in South Central Texas, we are the area’s premier care management resource. We have exceptional relationships with highly qualified providers that we would recommend to loved ones of our own, and our extensive knowledge of the area means no resource is left untapped.
We address our client’s unique needs by providing advocacy, collaboration, and education to clients, their families, and the community. Whether you need someone to manage every detail of your loved one’s life, or simply need help devising a plan for your family to follow, our highly experienced team of care managers can provide recommendations with confidence and diverse perspectives.
President / Certified Aging Life Care Manager
Byron is recognized as one of the nation’s leading experts in Geriatric Care Management/Aging Life Care, derived from over 30 years in the social work field. He has had his writings and interviews on geriatrics, families and caregiving published nationally. Byron served as the 2012 President of the Aging Life Care Association(TM) (formerly the National Association of Professional Geriatric Care Managers) and is a Past-President for the South Central Chapter. He received his Masters in Social Work from the Worden School of Social Services at Our Lady of the Lake University and a Bachelor of Science in Psychology from Oklahoma State University. Byron is a Licensed Clinical Social Worker in the state of Texas and holds an Advanced Certification in Social Work Case Management from the National Association of Social Workers. He served as an Assistant Professor at Our Lady of the Lake University in San Antonio, is Fellow of the Leadership Academy of the Aging Life Care Association, and is a member of the National Association of Social Workers. In 2018, Byron was appointed to the Texas Council on Alzheimer’s Disease and Related Disorders by the Texas Speaker of the House. He additionally serves on several boards including President of the National Academy of Certified Care Managers, Past-President of the Alzheimer’s Association: San Antonio & South Texas Chapter, and Chair of the South Texas Adult Protective Services Community Board. Byron enjoys traveling and watching movies with his wife (of nearly 30 years) and their daughter.
Nancy Ortiz, RN, CMC
Certified Aging Life Care Manager
Nancy is an experienced Aging Life Care Professional with more than 20 years of nursing experience. She is a graduate of the Baptist Hospital School of Nursing in San Antonio. Nancy has been with Sage since 2010 and working as a geriatric care manager for the past 15 years. Other nursing experience includes working with hospice patients and their families, nursing in a hospital setting, medical case management and worked several years with the special needs population. She is an advanced member of the Aging Life Care Association(TM) and has served as Vice-President of the South Central Chapter Board of Directors. She is a Care Manager Certified through the National Academy of Certified Care Managers.
Kimberly Haney, LCSW, C-ASWCM, CMC
Certified Aging Life Care Manager
Kimberly Haney joined the Sage team in 2008. She received a Masters in Social Work from the Worden School of Social Services at Our Lady of the Lake University and a Bachelor of Science in Psychology from Howard Payne University. She has worked extensively with psychiatric disorders and in case management. Kimberly is a Licensed Clinical Social Worker in the state of Texas. She also holds an Advanced Certification in Social Work Case Management from the National Association of Social Workers and is an advanced member of the Aging Life Care Association(TM). Her favorite part of care management is building relationships with families. Kimberly is married with three children. She enjoys spending time with her family and is active in her church.
Shawn Loup, BSN, RN, CMC
Certified Aging Life Care Manager
Shawn holds a Bachelor’s degree in nursing from the University of Texas Health Science Center San Antonio. She has worked in patient care for over 20 years including intensive care at the VA hospital and as a school nurse. She completed a one-year fellowship in Inter-Professional Palliative Care Nursing through the South Texas Veterans Healthcare System. Shawn has been with Sage since its beginnings in 2002 – joining the team full time in 2015. She is an Advanced Member of the Aging Life Care Association (TM) and is a Care Manager Certified through the National Academy of Certified Care Managers. She loves serving seniors and spending time with family and friends. She is married with one daughter in college and is active in her church and bible study.
Marisol Trevino Cantu, MSW
Aging Life Care Manager
Marisol joined the Sage team in 2023. She received her Masters in Social Work from Our Lady of the Lake University
Thoughtful Engagement Specialist
My name is Daniella, I am a graduate from Texas A&M University Corpus Christi where I graduated with a Bachelor of Science in Health Science. I was a caregiver for 3 years while pursing my degree and I specialize in Dementia and Alzheimer’s clients. I also have experience with hospice, in-home health and assisted living clients. I am currently a Thoughtful Engagement Specialist for Sage Care Management. My passion is to captivate the hearts of seniors.
Client Service Coordinator
Holly joined Sage in February of 2021. She has over 10 years of customer service experience and enjoys helping families and seniors. She provides administrative support to our care managers and tends to the daily needs of the office. She provides callers with information about services and coordinates consultation appointments.
Holly is married with four children and enjoys spending time with family, cooking and watching sports.
An Aging Life Care Manager is dedicated to helping clients age well while also supporting quality of life for family members. This phase of a family’s journey together is often complicated. There is more to do than there is time. Relatives may live far away. Relations can become strained.
Our professional training and knowledge of best practices can ease the journey.
Every family is unique. As Aging Life Care Managers, we apply our insights and skills in 8 key areas to provide you with a positive care plan tailored to your family’s individual needs and strengths.
We offer expertise regarding:
Health and disability: Through assessments and experience, we can help you understand what your loved one does well, and in what areas he or she could use additional help.
Finances: A review of the current monetary situation will result in a plan to make resources stretch as efficiently as possibly while maintaining the desired level of comfort, dignity and safety.
Housing: Based on the assessments, recommendations can be made for optimal living situations now, with a view to likely changes in the foreseeable future.
Family: Sibling disagreements and old family history often make the aging journey difficult. Our training provides for skilled facilitation of family meetings and creation of a plan that takes everyone’s needs into account.
Local Resources: There are programs available to help, but it’s difficult to know which one is the most appropriate for your situation. Save time and money by letting us objectively evaluate the situation and connect you to the resources best suited to your needs.
Advocacy: Our comprehensive knowledge of the disjointed health care system allows us to monitor quality and lobby for the care and treatment your family wants.
Legal: Let us help you identify issues and get key paperwork in order.
Crisis Intervention: The unexpected is simply a fact of life in aging. We are experienced with elder emergencies and are ready to jump in at a moment’s notice.
Sage Care Management is in the business of helping aging adults and their families to live well throughout the aging process. Give us a call at (210) 492-1224 to discuss the many ways we can help you.
What makes an Aging Life Care Manager stand apart from the others is the commitment to stay focused on the needs of the client and family. Others may offer services for less, but what you receive cannot help but be influenced by the payment structure.
Hospital- or insurance-based case managers are employees of the health care system. They are good professionals. Their focus, however, is to address the issues of patients within the institution and to make efficient use of services for their organization.
We are based in the community and work with aging adults wherever they live. We provide continuity of care across all settings. We include the family and focus on improving quality of life for the older adult and their grown children.
Senior advisors are paid referral fees to suggest elder care facilities. As a general rule, they have a more limited sphere of knowledge and do not hold a professional degree needed to give them expertise in the 8 key areas of elder care. Only those facilities willing to pay a finder’s fee will be included in their list of suggestions. There may be a more appropriate option, but it will not be mentioned if the facility does not pay for referrals.
Because we are paid directly by you, we are independent and objective. Our focus is 100% on the needs of your family and your aging loved ones. We apply our considerable skill and years of training to your unique situation.
When the issue is safety and quality of life, you deserve the best!
We pride ourselves in our commitment to stay abreast of the ever-changing landscape of senior services and aging research. To this end, our Aging Life Care Managers are members of the following professional organizations:
Sage Care Management is a professional resource for me when I have clients that need eyes and ears on their loved ones in the South Texas area. Families will call and being long distance - they need an aging life care manager to "manage" the care of their loved one. No matter if you ask for Byron, Kimberly, Shawn, Nancy or the rest of the team- they are on it! The best part- I hear reviews of their great communication and plan that has been set forth.Keep up the great support in our community, Sage Care Management.