Brian S. Young, CFP®, ChSNC, of the Comprehensive Financial Planning Group, LLC has more than 25 years professional experience in the financial industry. He maintains a Series 7 General Securities registration and is licensed in life, health, and long-term care insurance. Mr. Young is a graduate of Slippery Ro...

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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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Ms. Stavely serves on the Elder Law Section Council of the Maryland State Bar Association, the Commission on Aging for the City of Annapolis, the Governor's Advisory Council on Quality Care at End of Life, and is currently President of the Maryland/D.C Chapter of the National Academy of Elder Law Attorneys. She is a me...

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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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Andrew is the founder of Plannning Across the Spectrum and specializes in helping any self-advocating client or family with autism and intellectual disabilities. Andrew is a passionate advocate for autism awareness in his community and for his work as a Certified Financial Planner™ (CFP™) Certified Neurodi...

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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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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 is a Maryland native who lives in Annapolis, Maryland. Her daughter Savannah, lives nearby in Edgewater, MD and her son lives in Cheyenne, Wyoming.    Education:  B.A., cum laude, Loyola University, Baltimore, Maryland J. D., Dickinson School of Law, Penn State Universi...

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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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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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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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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 the Lundy Law Group, LLC, a law firm in Columbia, Maryland, Howard County. The Lundy Law Group 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 development, plannin...

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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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With 30 of legal experience, Maryland and Washington DC estate planning lawyer Michelle Lanchester has advised and counseled thousands of clients throughout her career. Attorney Lanchester has worked with a wide variety of clients from diverse backgrounds. She focuses her practice on guardianship and est...

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Richard L. Newman has been a practicing attorney for over 30 years. Richard specializes in Elder Law and Special Needs Planning.His practice is devoted to serving some of the most vulnerable members of our society and the families that are caring for them.  He is currently a member of the National Academy of Eld...

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Planning for individuals with special needs is complex.  Each case is specific to the person's needs and abilities.  Our comprehensive planning focuses on financial security, safe housing, quality caregiving, strong advocates, and providing a structure that gives the greatest degree of independence possib...

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