Jason Neufeld is the Managing Partner of Elder Needs Law, PLLC, and a highly-respected authority in Special Needs and Elder Law, with a distinct focus on Medicaid Planning, Special Needs Planning and Asset Protection for seniors and disabled adults. An "AV" Preeminent-rated attorney by Martindale-Hubbell...

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Kristen founded Forest Financial Planning Group, LLC in 2019 after over 20 years in the financial services industry. She is a CERTIFIED FINANCIAL PLANNERTM (CFP®) practitioner and a Retirement Income Certified Professional® (RICP®), certifications that allow her to provide holistic planning t...

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Colleen Hasey Schuhmann is a UBS Financial Advisor with over 30 years of experience in guiding families through all of life's events. Colleen's primary areas of focus are in estate planning strategies and wealth management. She works closely with her clients to develop customized soluti...

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