Support and advocacy
for when you need it most
Our team
Partner, Guardian, Conservator, Social Worker, Case Manager
Sara Spooner,
MSW, LICSW, CCM
Sara Spooner is a Licensed Independent Clinical Social Worker and Certified Case Manager with over 15 years of experience as a social worker within healthcare delivery systems and in outpatient settings providing advocacy and support to the commonwealth’s most vulnerable populations. As a Guardian and Conservator Sara has focused her practice on providing support to individuals with Traumatic or Acquired Brain Injury and/or Co-Occurring Major Mental Illness. She is well versed in the application process for subsides and locating available resources for behaviorally complex clients or clients with legal system involvement including clients with SORB requirements. She is a member in good standing of the Aging Life Care Association, the National Association of Social Workers, and holds a Forensic Social Work Certificate from the National Association of Forensic Social Workers.
Partner, Guardian, Conservator, Case Manager
LISA JUDKINS, LMHC, NCG, CCM
Lisa Judkins LMHC, NCG , CCM is a master’s level licensed mental health counselor, nationally certified guardian and certified case manager from the Central Massachusetts area. Provided guardianship and fiduciary services for 13 years before becoming a partner at Spooner Guardianship Services in the Fall of 2023. The choice to join Sara Spooner and Ryan Bradley was born of a need for increased support to continue the important work of caring for clients in various capacities.
Before Lisa began her career in the guardianship space she had spent 20 years in the mental health world of non-profits, working with children, families and adults in hospital inpatient ,residential, and outpatient settings. She has a bachelor’s degree from Anna Maria College, and a master’s degree in counseling psychology from Anna Maria College and Framingham State University. Her varied experience allows her to navigate the complex world of guardianship/ conservatorship with the demands for clinical and systems knowledge.
She served on the board of the Massachusetts Guardianship Association for 6 years and worked with the Public Guardianship Services program to provide clinician supervision to their care managers in 2023. Lisa has also had the opportunity to supervise interns from the Anna Maria College Master’s in Social work program for the last several years. Lisa was certified as a case manager in 2024.
Ryan Bradley
Ryan comes to Spooner Guardianship Services after working as an Account Manager for a prominent Medicaid Specialty Company. He brings unparalleled knowledge of MassHealth/Medicaid eligibility criteria and application process. He serves as the client and facility point of contact for all applications, appeals, and redeterminations. Ryan's experience interfacing with Mass Health Caseworkers and Board of Hearing Officers is instrumental in securing insurance benefits for clients as well as working with facilities to ensure appropriate and timely payment for long term care services.
Partner, CFO, Sr. Medicaid Specialist
Bonnie Bernard - Email Social Worker Manager
Kara Fink - Email
Molly Daya - Email
Courtney Snyder - Email
Heather Reneau - Email
SOCIAL WORKERS
A Social Worker for a guardian company plays a critical role in providing support, advocacy, and case management services for individuals under guardianship. Guardian's are often tasked with managing the personal, and healthcare needs of vulnerable adults, such as the elderly, disabled, or incapacitated individuals. Social workers provide both emotional and practical support to these individuals, while also ensuring that they receive the services and protections they need. Our Social Work Case Managers assist with the day-to-day management of client needs, oversee their physical and emotional health, assist with complex medical decisions and implementation of care, crisis intervention, and ensuring accurate and timely court ordered monitoring and reporting requirements
Key Responsibilities: Client Assessment & Care Planning, Advocacy, Case Management, Crisis Intervention & Support, Legal and Financial Support, Caregiver Support and Training, Collaboration with Other Professionals, Monitoring and Reporting as well as Education & Outreach
Kayla Quail - Email
Kelsey Brigham - Email
Bryana Mangra - Email
Charles (CJ) Hill - Email
Chelsey Hearnlaye - Email
medicaid specialists
A Medicaid Specialist for a guardian company typically plays an important role in assisting clients—especially those who are elderly, disabled, or in need of long-term care—by ensuring they are eligible for Medicaid benefits and helping them navigate the complexities of Medicaid applications and renewals. The guardian company, which may be a fiduciary or care management service, often works with vulnerable individuals who require assistance in managing their financial and healthcare needs. Overall, the Medicaid Specialistis responsible for removing the barriers that prevent eligible individuals from accessing essential Medicaid services and ensuring that the guardianship process proceeds smoothly.
Key Responsibilities: Eligibility Verification, Application Assistance, Care Planning & Coordination, Renewals & Updates, Communication and Advocacy, Compliance and Documentation, Education & Support and Problem-Solving.
