Clark Retirement Community Announces Planned Affiliation with BHI Senior Living

“When our Board of Trustees chose HJ Sims to represent Clark in identifying and evaluating potential affiliation partners it was due to two key factors: 1) HJ Sims reputation and experience in working with non-profit, faith based Life Plan Communities through this process and 2) Clark’s ability to work with Lynn Daly. Lynn has consistently demonstrated to me and my Board a willingness to know and embrace our mission, vision and values over the time we have worked with her. She is also honest and frank about the process and how it will work. We are very pleased with the work and support received from HJ Sims and Lynn Daly and we look forward to continuing our relationship with them for years to come.” – Brian Pangle, President/CEO, Clark

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California Charter Schools Conference

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2022 California Charter Schools Conference

The California Charter Schools Conference is the state’s premiere charter event and delivers three days of inspirational keynotes and critical sessions with turnkey tools and strategies for educators, school leaders, and advocates. HJ Sims will be there – start a conversation with one of our expert team members specializing in structuring and underwriting charter school and education financings.

HJ Sims is proud to support the CCSA as one of the Welcome Reception sponsors.


  • William Sims, Managing Principal
  • Rich Harmon, Executive Managing Director & Head of Public Finance Education
  • Rob Nickell, Executive Vice President
  • Please stop by and visit us at booth #1426.
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Mennonite Health Assembly 2022

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MHS’s Mennonite Health Assembly

HJ Sims is proud to be an MHS Supporter Sponsor.

Thought Leadership and Educational Session:

The Power of Innovative Senior Services Boards

Session Date & Time: Friday, March 25, 2:30 – 3:30 pm

Session Description: Not-for-profit senior living management teams expect their boards to be forward-thinking, strategic and innovative. Innovation at the board level is a function of various elements, including a defined strategic direction and best practices in place. So, what does an effective board look like? What are some tools boards can use to remain focused on their organizations’ mission? ? Does the board or management create the strategic plan?

Join Baker Tilly and HJ Sims, together with the Board Chair and Chief Operating Officer of Landis Communities, for an informative an interactive discussion that will explore elements of an innovative board although anyone is welcome.

  • Learn the 12 principles of governance that power exceptional boards and how they can be applied to your organization.
  • Gain and understanding of how to shift the board from crisis management back to strategic planning.
  • Refresh your knowledge of the roles and responsibilities of governing boards, post-pandemic, and be able to share that wisdom with your board.

Featured Speakers:

  • Lynn Daly, Executive Vice President, HJ Sims
  • Beverly Asper, Baker Tilly
  • Evon Bergey, Landis Communities
  • Allon Lefever, Landis Communities


As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.

Pending LIBOR Replacement

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LIBOR, which has been the primary index upon which Senior Living Bank Loans and Swaps have been denominated in new and existing financings, is to be discontinued and as such a replacement index is needed. Borrowers should consider the use of an alternate index, and this piece provides expertise on the pending LIBOR replacement as a consideration for senior living organizations.

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Plantation Village (November 2021)

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HJ Sims Partners with Plantation Village, a life plan community, which opened in 1988 in Wilmington, North Carolina, to Facilitate Approximately $65 Million Hybrid Expansion Financing involving Short-Term and Intermediate-Term Draw Down Bank Debt and Long-Term Fixed Rate Bonds.

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HJ Sims Market Commentary: Ticking Clocks

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The clock was built in 1947 by distinguished American engineers and scientists and it has been ticking away for 75 years now. For the past two years it has been stuck at 100 seconds, an urgent wake-up call meant to tell us how close we may be to destroying our own world.

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HJ Sims Market Commentary: Effects on January

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With seven percent annualized inflation and supply chain woes carrying over from 2021, with our central bank clearly telegraphing the reversal of its decade-long loss insulation efforts, with uncertainty over the next path of a pandemic amongst other woes, it is no wonder that most financial markets are upside down this month.

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Good Shepherd Village at Endwell (December 2021)

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HJ Sims Partners with Good Shepherd Village at Endwell to Refinance Bank-Held Bonds and Provide Funds for Community Improvements. Good Shepherd Village at Endwell, Inc. is a fee-for-service continuing care retirement community located in Endwell, New York approximately 8 miles west of Binghamton consisting of 74 independent living cottages, 80 independent living apartments, 16 assisted living units, 16 memory care units and 32 skilled nursing beds.

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Congratulations to Rebecca Beckett on earning her CFP® Certification

HJ Sims is thrilled to congratulate our Jupiter, FL-based Rebecca Beckett on accomplishing her goal of earning the Certified Financial Planner™ professional certification.

Rebecca recently passed the CFP® certification examination and met the additional requirements to earn the designation. We are proud to recognize this significant accomplishment and Rebecca’s hard work and determination. The CFP® designation is the highest standard of excellence in the field of personal financial planning.

The path to CFP® certification is a rigorous but rewarding process, equipping candidates like Rebecca with the knowledge and skills to assist with providing comprehensive financial advice to clients. Successful candidates complete a multi-year, multi-step process to obtain the skills and real-life experience needed to serve your best interests, no matter what your financial goals are. They pledge to adhere to high ethical and professional standards for the practice of financial planning, always putting your welfare first. CFP® professionals are trained in the fundamentals of financial planning, estate planning, insurance planning, investments, retirement planning and tax planning. They can provide a detailed financial plan supporting all areas of your financial life, or offer advice about a specific financial need.

As a CFP® professional, Rebecca offers financial planning services incorporating a holistic view of her clients’ financial and personal circumstances. Financial planning is the output of a collaborative process that helps maximize your potential for meeting your life goals. With more than 15 years’ experience in financial services, Rebecca is passionate about helping instill investment confidence an offering tailored guidance for her clients.
Next time you speak with Rebecca in our Jupiter office, be sure to join us in congratulating her on this brilliant professional milestone.

More about Rebecca 

Information is provided as a public service by Certified Financial Planner Board of Standards, Inc. (CFP Board). A nonprofit, professional organization, CFP Board fosters professional standards in personal financial planning so that the public values, has access to, and benefits from competent and ethical financial planning.

CFP® certification marks are owned by Certified Financial Planner Board of Standards, Inc. (CFP Board). Individuals certified by CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the CFP® certification process that includes education, examination, experience and ethical requirements.

Congrats to “Best in Wellness” Winners

We would like to congratulate our clients who were recognized as the 2021 ICAA (International Council on Active Aging) NuStep Beacon Award winners for “Best in Wellness.”

Read more about the list of winners from the 2021 ICAA NuStep Beacon Award recipients.

HJ Sims Market Commentary: As the Page Turns

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A new year began on Saturday and residents on part of the island nation of Kiribati in the Central Pacific were among the first to ring it in and flip the calendar page from 2021 to 2022. Then, hour by hour, the countdowns moves across the world. Finally, 25 hours after it began, 2022 rolled through the last spot on Earth to officially greet the new year.

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