“I wish we had someone like this when we were going through our own challenges.” — My wife.”
That reminder stays with me. It’s why I’ve dedicated my work to helping families protect what matters most — benefits, stability, and long‑term care. I couldn’t ignore what I was seeing, professionally or personally. So I built my practice around solving it.
I help families navigate the financial, legal, and benefits challenges that come with raising a child with disabilities — especially during divorce. With more than 38 years as a financial advisor and nearly two decades as a Special Needs Planner, I guide parents through decisions that protect benefits, secure long‑term care, and create stability for the future.
My work focuses on protecting SSI and Medicaid eligibility, structuring child support correctly, coordinating with attorneys, and building long‑term financial plans that won’t jeopardize essential services. I help parents understand what’s at risk, what’s required, and what’s possible — so they can make decisions with clarity instead of fear.
I help families with:
Every family deserves a plan that protects their child’s future. That’s the work I do every day.
Every family I work with is facing something complex, emotional, and deeply personal. My approach is grounded in clarity, compassion, and a commitment to protecting your child’s long‑term stability. I meet families where they are, help them understand what’s at stake, and guide them through decisions that feel overwhelming on their own.
I start by listening — to your concerns, your goals, and the realities of your child’s needs. From there, I help you understand how benefits work, what the law requires, and how financial decisions during divorce can affect your child’s future. Together, we build a plan that protects eligibility, avoids costly mistakes, and gives you a clear path forward.
When we work together, you can expect:
• Clear explanations without jargon
• A focus on protecting benefits and long‑term care
• Collaboration with attorneys and court professionals
• Guidance that reduces stress and uncertainty
• A plan built around your child’s lifetime needs
My goal is simple: to give you clarity, confidence, and a plan that protects your child’s future.
My work is shaped by my own experience as a parent of children with disabilities. My wife and I spent years navigating systems that felt overwhelming, confusing, and often unforgiving. We made mistakes we didn’t know we were making, and we carried the weight of decisions that could affect our children for the rest of their lives.
Those years changed me. They taught me how isolating this journey can feel, and how powerful it is when someone finally steps in with clarity, compassion, and a plan. I became a special needs planner because I wanted to be the person we needed back then — someone who understands the emotional weight, the legal and financial complexity, and the lifelong impact of every decision.
This work is personal to me. It always has been. And it’s why I’m committed to helping families protect their children’s futures with confidence and peace of mind.
I approach this work with calm structure, deep expertise, and a commitment to advocacy that has shaped my entire career. Together, we can protect what matters most.