Kirsten Izatt’s estate planning practice focuses on helping families enhance their lives today and secure their futures tomorrow. She excels in guiding her clients through the often confusing maze of financial and legal decisions to create plans that ensure the well-being of their families and the accomplishment...

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Katie focuses her practice on special needs planning for individuals with disablities and their families.  As a parent of a child with special needs, she shares both personal and professional knowledge with the families she represents. Katie commonly establishes first and third party trusts for individuals wi...

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Alexandra Baig, MBA, CFP® is a Benefits Specialist and life planner with Clancy & Associates, Ltd.  Alexandra brings extensive experience interacting with the Social Security Administration, advising clients on SSI, SSDI, Ticket to Work, Medicaid, Medicare and other related programs and benefits. ...

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For over 30 years, Ms. Roach-Wilder's mission has been to create financial stability and alleviate some of the most compelling concerns of clients. . Her first hand experience with the challenges of special needs parenting, divorce and women in business have evolved into a practical  goals-based approach....

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