Mark D. Collins received his Juris Doctorate from Salmon P. Chase College of Law in 1994, and received his Bachelor of Arts degree in Political Science and French from Morehead State University in 1991. Mark is licensed to practice law in Kentucky and Tennessee. After graduating from law school, Mark began serving his...

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Chase Himes is a trust manager of distinctive care services with a concentration in special needs trusts. Prior to joining the firm, he served as a senior trust officer and manager at two independent trust companies, where he built and mentored high-performing teams committed to exceptional client service. Earlier in...

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Henry is a special needs financial planner and financial advisor at Raymond James in Nashville.   Henry holds his Certified Financial Planner™ certification  He provides a cohesive vision to help ensure client needs, wants, and wishes are met with as much certainty and as little risk as possi...

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Kaci is a special needs mom and advocate. She loves walking this planning journey with other families, creating a safe & supportive environment to elevate advocacy for their loved one together. Kaci's team helps exceptional families navigate the complexities of special needs financial planni...

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Michelle Diamond is Chief Development Officer & Executive Director of Regional Markets. She joined the Cumberland Trust team in 2001, at the firm’s founding. At Cumberland’s start, Michelle, a Trust Officer, helped to establish the open architecture platform that focuses on helping families and for...

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Debbie Schultz is Vice President and Director of Special Needs Trust Administration at Cumberland Trust. Debbie joined Cumberland Trust in 2021. She oversees the Special Needs Trust Administration department and manages a growing team of trust officers, administrators, and specialists focused on providing excellent cli...

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Jaclyn K. Berry joined Advocacy Trust in 2021 and brings tremendous experience in estate planning and review of legal documents, including special needs trusts. She also has experience in real estate closing transactions both commercial and residential. Jaclyn partners with families and their advisors to navigate the c...

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Mike’s passion for helping people led him to open Oak Wealth Advisors in 2008 so that families with special needs members seeking experienced and objective financial advice could access the same quality of service that has traditionally been available only to the very wealthy.  Having a brother on the Autism...

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