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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