Carolyn Humphrey is a seasoned financial advisor with a strong foundation in math and economics, and a passion for education and coaching. She specializes in turning retirement assets into sustainable income, integrating strategies for long-term care, Medicare, Medicaid, Social Security, and tax efficiency. Carolyn emp...

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Linda Anderson is one of approximately 35 Pennsylvania lawyers certified as an Elder Law Attorney by the National Elder Law Foundation. Her firm, Anderson Elder Law, holds membership in the Special Needs Alliance and the Life Care Planning Law Firm Association. Linda is a long time member of the National Academy of Eld...

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For most of my legal career I have concentrated my practice in estate and trust planning and administration, related real estate and taxation. Ten years ago, in looking to expand my practice area, I began working with families with disabled family members by doing special needs trusts. At the time, I felt the need...

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Elena is the leading authority on elder and disability planning law in Maryland. She is at the forefront of expert representation, teaching, and legislative reform. She is the owner and partner at Stavely & Sallitto Law.   Her passion for protecting the elderly and the disabled is unwavering, and her kno...

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From working in county school systems to opening her own practice in 2017, Ms. McCrea has always been interested helping her community. She saw first-hand the importance of proper estate planning for persons with disabilities after participating in the Legal Planning for Young Adults with Disabilities se...

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Steve Elville works with individuals and families to provide a unique attorney-client experience and peace of mind solutions to the challenges they face with estate, asset protection, and tax planning issues, and with disability and long-term care planning issues. Mr. Elville has extensive experience in working with cl...

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Ms. Cox who lives and works in Annapolis MD has had a life long passsion for supporting special needs individuals, children and their families. As a now widowed parent to 2 young adult special needs children, Ms. Cox brings deep personal and professsional understanding to her special needs clients....

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Ms. Rudman is an active member of the New Jersey State Bar Association's Elder Law Section, where she served for three terms as the Legislative Coordinator. She is a member of the Camden County Bar Association and its Continuing Legal Education and Young Lawyer's Committees, the Philadelphia Bar Association's Committee...

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Liz found the path to financial planning while attending national disability conferences held in the DC area when she was a live-in care giver and member of L’Arche home. She grew frustrated that not enough people were doing the work to educate families and lift the earning potential of ready to work people who r...

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Andy Schultz has been a financial advisor with Northwestern Mutual since 2003 and is one of the founding Principals of Clarity Financial Planning Group.  Andy has found it particularly rewarding to help busy families balance the multiple financial priorities that arise as careers and families mature.  Andy fo...

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Matt is a Senior Wealth Management Advisor at Kathmere Capital Management, where he works closely with individuals and families to help them make thoughtful, confident financial decisions. With more than 20 years of experience across investment management, retirement planning, and private wealth advisory, Matt has guid...

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Bio coming soon!

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Denise W. Fike is the CEO of the First Maryland Disability Trust, Inc., a non-profit organization whose mission it is to provide quality trust and fiduciary services to those who are disabled. Denise attended Villa Julie College (now Stevenson University) and worked for over 27 years as a paralegal, handling personal...

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My goal is to make sure every one of my clients have a financial future that is secure and set. Your financial goals aren’t just important to your family – they are of the upmost importance to me and my team too. I am committed to helping you achieve those goals by giving advice that is in alignment with yo...

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Hello. I am the co-founder of Empowered Financial Strategies. I am steadfast in building meaningful relationships with my clients, understanding their core values, and partnering with them to identify their evolving needs and financial objectives. I build and implement custom solutions to help each client achieve their...

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Thomas D. Begley, III, has concentrated his practice in the areas of estate and trust planning, estate and trust administration, estate and trust litigation, guardianships, and estate elder law since his admission to practice law in 1990. For more than 30 years, Tom has assisted individuals, families, and th...

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Anna Sappington, Esq. is a solo practitioner in Glenside, Pennsylvania who enjoys helping clients use education, advocacy, and planning to manage problems and live their best lives.  Anna wrote the upcoming treatise Pennsylvania Special Needs Planning Guide: A Handbook for Attorneys and Trustees of Special Needs T...

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Steve Elville works with individuals and families to provide a unique attorney-client experience and peace of mind solutions to the challenges they face with estate, asset protection, and tax planning issues, and with disability and long-term care planning issues. Mr. Elville has extensive experience in working with cl...

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Jack Rule has actively and continuously represented persons with disabilities and human service providers since 1980. His experience has touched many of the varied issues involved in special needs planning such as special needs trusts, housing and zoning issues, and denial of benefits appeals. As a father of a child...

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Attorney Paulette Lundy is the Founder of P. A. Lundy & Associates a law firm in Columbia, Maryland, Howard County. P. A. Lundy & Assocates was established out of Paulette’s love, passion and life’s purpose to assist people to become better stewards of their resources through proper legacy deve...

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Kristen counsels individuals, families, and business owners, helping them understand and navigate the law. She creates plans for her clients to effectively care for their loved ones and protect and transfer their assets. Kristen’s background includes civil litigation and substantial experience working with small...

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Andre O. McDonald is the founder and principal attorney at McDonald Law Firm, a Columbia based law firm serving clients throughout Howard County, Montgomery County, and the surrounding counties and the District of Columbia in the areas of estate planning, special-needs planning, Medicaid/long-term care planning, and ve...

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Bio coming soon!

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