Leadership Overview
12 Oaks Senior Living has 6 executives leading key functions including strategy, operations, administration, revenue, finance, and clinical oversight.
Driven by a commitment to excellence in senior care, 12 Oaks Senior Living delivers transformative management and consulting services that prioritize character, competency, and servanthood across all managed communities.
Driven by a commitment to excellence in senior care, 12 Oaks Senior Living delivers transformative management and consulting services that prioritize character, competency, and servanthood across all managed communities.
Leadership Roles at 12 Oaks Senior Living
Gregory (Greg) Puklicz - Chief Executive Officer
Gregory (Greg) Puklicz, the Chief Executive Officer at 12 Oaks Senior Living, directs the overarching strategic vision and long-term growth initiatives for the organization. By fostering a culture rooted in character and servanthood, the Chief Executive Officer ensures that all third-party management services align with the highest standards of senior care. Puklicz oversees the executive leadership team to maintain operational excellence across the entire portfolio of communities. This leadership role involves constant engagement with stakeholders to refine service delivery models and expand market presence throughout the United States. By prioritizing transformative leadership, Gregory (Greg) Puklicz drives the company toward sustainable success while maintaining a focus on the unique needs of residents. The Chief Executive Officer consistently evaluates industry trends to adapt management practices, ensuring that the organization remains a leader in the senior living sector through innovation and responsive, high-quality community support.

Elliott Westerman - Chief Financial Officer
Elliott Westerman, the Chief Financial Officer at 12 Oaks Senior Living, manages the fiscal health and capital allocation strategies for the company. By overseeing financial reporting, budgeting, and audit processes, the Chief Financial Officer ensures that stakeholders receive accurate and timely information for effective decision-making. Westerman directs the financial planning necessary to support the company's expansion and operational requirements. This role involves maintaining rigorous oversight of expenditures and investments to ensure alignment with the organization's core values of competency and service. Elliott Westerman collaborates with other C-suite leaders to assess the financial viability of new management contracts and service offerings. By implementing robust financial controls and risk management frameworks, the Chief Financial Officer secures the company's economic foundation. Through precise fiscal management, Westerman enables the organization to maintain its commitment to high-quality senior living while achieving sustainable growth and long-term profitability.
Tim Frazier - Chief Operating Officer
Tim Frazier, the Chief Operating Officer at 12 Oaks Senior Living, manages the daily operational workflows and community-level performance standards. Focusing on internal scaling and process optimization, the Chief Operating Officer ensures that every managed facility adheres to rigorous quality benchmarks. Frazier coordinates with regional directors to implement standardized management systems that enhance resident experiences and operational efficiency. This role requires constant monitoring of community performance metrics to identify areas for improvement and resource allocation. By streamlining administrative procedures, Tim Frazier supports the broader mission of delivering exceptional senior living services. The Chief Operating Officer maintains a direct line of communication with facility managers to resolve operational bottlenecks and promote a collaborative environment. Through meticulous oversight of day-to-day activities, Frazier secures the operational stability necessary for the company to thrive in a competitive market while upholding the core values of competency and dedicated service.
Lori Colwell Jones - Chief Operating Officer & Chief Clinical Officer
Lori Colwell Jones, the Chief Operating Officer & Chief Clinical Officer at 12 Oaks Senior Living, directs the clinical governance and health service standards across all managed communities. Focusing on supply chain logistics and medical compliance, the Chief Operating Officer & Chief Clinical Officer ensures that every facility meets the highest regulatory and safety requirements. Jones oversees the implementation of clinical protocols that prioritize resident wellness and quality of care. This role involves integrating health service systems with operational management to create a seamless experience for residents and families. Lori Colwell Jones collaborates with clinical staff to train teams on best practices and innovative care delivery models. By maintaining a focus on clinical excellence and operational efficiency, the Chief Operating Officer & Chief Clinical Officer supports the company's reputation for providing superior senior living environments. Jones ensures that all health-related services remain consistent with the organization's mission of compassionate and competent care.
Linda Green - Chief of Staff
Linda Green, the Chief of Staff at 12 Oaks Senior Living, coordinates cross-departmental initiatives and facilitates executive decision-making processes. By managing the flow of information between the leadership team and various stakeholders, the Chief of Staff ensures that organizational goals remain synchronized and transparent. Green oversees internal communications and project management frameworks that support the company's commitment to responsive management. This role involves aligning departmental activities with the strategic objectives established by the executive board. Linda Green maintains a focus on organizational health by fostering collaboration and individual creativity among staff members. By optimizing internal workflows, the Chief of Staff enables the leadership team to focus on high-level growth and community engagement. Green provides the necessary structure for the company to execute its mission effectively, ensuring that all administrative functions contribute to the overall success and reputation of the organization within the senior living industry.
Aaron Catoe - Chief Revenue Officer
Aaron Catoe, the Chief Revenue Officer at 12 Oaks Senior Living, architects the commercial strategy and revenue growth initiatives for the organization. By analyzing market trends and occupancy data, the Chief Revenue Officer identifies opportunities to expand the company's footprint and enhance financial performance across all managed communities. Catoe directs sales and marketing efforts to ensure that each facility maintains optimal occupancy levels while delivering value to residents. This leadership role involves collaborating with the finance team to develop pricing models that reflect the high quality of care provided. Aaron Catoe monitors competitive landscapes to adjust revenue strategies in real-time, ensuring that the company remains a preferred partner for senior living owners. By driving revenue-generating activities and optimizing sales funnels, the Chief Revenue Officer supports the long-term financial health of the organization, allowing for continued investment in community services and staff development.
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