As the owner of Hammortree Financial Services, Annette specializes in comprehensive financial planning, long term planning, and estate planning for special needs family members. With over 35 years of experience, she is recognized as an industry leader who brings passion and unique knowledge to the HFS team. Residing i...

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I've been involved in the financial services industry since 2006 after graduating from the University of Kansas. I am a CERTIFIED FINANCIAL PLANNER™ professional as well as a Chartered Special Needs Consultant® (ChSNC®). My son has special needs, which has led to a passion for assisting other familie...

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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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Kate’s extensive experience in family law, as well as her perspective as a parent of a child with special needs, contribute to her natural gift of compassionate, personalized advocacy. She knows every decision that families must make have present and long-term impact on education, financial well-being, and their...

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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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Our founder, Stephanie Thompson, who knows firsthand the challenges that come with raising a child with special needs. When her boy was diagnosed, she found it difficult to navigate the overwhelming information and resources available. Stephanie knew she wasn't alone, and felt that there had to be other parents who...

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Attorney Benjamin (Benji) Rubin, Brian’s youngest son, Mitchell’s “little/big” brother, graduated from the University of Illinois Law School, Magna Cum Laude, and received his undergraduate degree from Northwestern University.  Benji is a member of the Academy of Special Needs Planners, an...

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Sara Riechert is licensed to practice law in Illinois and Ohio. Ms. Riechert obtained a B.B.A. from the University of Cincinnati in 2003. She graduated from Salmon P. Chase College of Law in 2007 and was admitted to the bar in Ohio that same year. Ms. Riechert relocated to Illinois and became licensed to practice law i...

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Denise Kaplan received her undergraduate degree (B.A., Magna Cum Laude, Phi Beta Kappa, 1995) from the University of Illinois and her law degree (Magna Cum Laude, Order of the Coif, 1998) from the University of Illinois College of Law, where she was the Managing Editor of the Elder Law Journal and a Harno Fellow. Denis...

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Larry Rivkin received his undergraduate degree (B.A. with distinction, Phi Beta Kappa, 1989) from Stanford University and his law degree from the University of Chicago (1994), where he was a Lord Bissell Public Service Merit Scholar.  Licensed in both Illinois and Florida, Larry is also a CERTIFIED FINANCIAL PLANN...

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I've been involved in the financial services industry since 2006 after graduating from the University of Kansas. I am a CERTIFIED FINANCIAL PLANNER™ professional as well as a Chartered Special Needs Consultant® (ChSNC®). My son has special needs, which has led to a passion for assisting other familie...

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Oak Wealth Advisors was founded to provide families with special needs members with experienced and objective financial advice and investment management services that have traditionally been available only to very wealthy families and institutions. I first met Oak Wealth Advisors founder, Mike Walther, when Mike guest...

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Brett has over 20 years of experience in the investment and insurance industries.  Over half of that time has been spent with a focus on special needs.  This type of planning is very personal for Brett as he has family experience with the distinct challenges faced in this type of planning for the future. He...

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Bio Coming Soon !

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Since 1989, Don has helped a wide range of clients confidently navigate complex estate and business planning issues. Don closely collaborates with other attorneys, financial planners, accountants, and insurance professionals in order to achieve the specialized planning goals of each and every client, one client at a ti...

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Current Employment Positions: Partner Bar Admissions: Illinois, 1983 Education: Northwestern University School of Law, Chicago, Illinois, 1983 Birth Information: 1954

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