Kaci is a special needs mom and advocate. She loves walking this planning journey with other families, creating a safe & supportive environment to elevate advocacy for their loved one together. Kaci's team helps exceptional families navigate the complexities of special needs financial planning. They serve as a resource in navigating government benefits, ABLE accounts, and the funding sources of special-needs trusts. The team helps implement strategies that will enable caregivers to confidently plan for a loved one that may be dependent long-term, while also accomplishing their personal goals and dreams.

Kaci serves as President of the board for Family Voices of TN, board member for Koolen-de Vries Syndrome Foundation (her son's syndrome) and was recently appointed to the Middle Region Policy Council for TN's Department of Intellectual & Developmental Disabilities. She is a past board member for Gigi's Playhouse. 

Kaci has been married to her husband, Matt, for 17 years and is the proud parent of Hudson (12) & Taylor (9.) She active at Church of the City Franklin and loves spending time on their farm in Lebanon. 

Firm Description

Financial Planning

Planning for Special Needs

Estate Planning

Insurance Protection Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning for Physicians & Dentists

Multigenerational Planning

Hours

Cost