Find Your Peace of Mind

I'm passionate about helping families, especially those caring for loved ones with special needs, create financial plans that provide stability, dignity, and long-term security. I specialize in guiding families through the often-overwhelming world of government benefits, long-term care, and future financial planning. My approach is built on education and empathy. I believe that real financial planning isn't just about dollars and policies, it's about understanding each family's unique story and crafting solutions that protect what matters most. Whether I'm helping parents coordinate special needs trusts, structure life insurance efficiently, or explore hybrid long-term care strategies, my goal is always the same: to bring clarity, confidence, and peace of mind to the families I serve.

Areas of Focus:

• Special Needs Financial & Life Planning

• Long-Term Care & Hybrid Policy Design

• Coordination of Government Benefits & Private Strategies

• Family Financial Education & Advocacy.

I'm always open to connecting with other professionals, advocates, and families who share a passion for building brighter futures for individuals with special needs.

CRN202804-9989408