My name is Stephen, and I am a Financial Planner with 18 years’ experience. I live in Virginia with my wife and two daughters, one of whom is diagnosed with Autism. With my everyday dad life, I understand the challenges of raising a child on the spectrum and the importance of prioritizing a financial plan to se...

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Parents of special needs children often struggle to survive, let alone thrive. Special needs families need help and the systems that provide the help are vastly complex. You've likely already discovered and defined what your child's special needs are. We can help you then access providers and supports through...

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Paula is a Wealth Advisor and Relationship Manger at Chevy Chase Trust.  She joined Chevy Chase Trust in 2015 with over 20 years of experience in wealth management and is responsible for advising clients in the areas of investment management, special needs, financial and estate planning, and trust administrat...

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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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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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