My goal is to help make a positive difference in the life of a person with a disability or other special need, their parents/caregivers, and other family members. As a Special Care Planner, I assist families with developing valuable financial strategies with my knowledge of and dedication to the diverse concerns of special needs families.
I am a registered representative of and offer securities and investment advisory services and financial planning through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 5885 Meadows Rd, Suite 850, Lake Oswego, OR 97035. Phone (503) 221-1211. I am licensed to sell insurance in: WA and OR and securities in AK, WA, OR, CA.
Palladio Group is a company that provides access to information, specialists and financial planning that can help improve the quality of life, for people experiencing disability and special needs, their families and caregivers.
Tell us about your special needs issue and we will put you in touch with Connor Kavanaugh ChSNC