Christi Fried is the president and owner of Continental Trust Services, LLC. She utilizes her entrepreneurial leadership experience to coordinate and service the often fragmented legal and medical needs of settlement participants. She leverages her strategic relationships with lawyers in over 34 states and 4 countries...

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Sheryl J. Dennis is a partner at Fields and Dennis, LLP in Wellesley, Massachusetts. Ms. Dennis is a member of the Boston and Massachusetts Bar Associations, the Massachusetts Council on Family Mediation, the Collaborative Law Council and the National Association of Parent Coordinators. She is also a principal in the C...

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As a recent law school graduate, he found himself guiding his own family through the legal complexities of aging after his grandparents began experiencing serious health issues and cognitive decline. Supporting his mother through the challenges of caregiving opened his eyes to the profound legal needs that arise as we...

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Over the years, I have served as the estate planning attorney for a thousand-plus families and individuals. I love what I do.  The joy (and challenge) of my work is to put in place an estate plan for each client that protects and supports their loved ones, minimizes family conflict, protects their assets, reduces...

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Laura joined Sensible Financial® in 2014 as an Financial Advisor working with the team to develop financial plans. Laura earned her B.S. in finance from Bentley University, graduating in the spring of 2014. She also obtained her Certificate in Financial Planning from Boston University in 2017. Laura is a CERTIFIED...

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DARYL CAMERON EVERY, ESQ. is a sole practitioner in Milton, where she concentrates in trusts and estate planning, special needs and elder law, disability advocacy, and public benefits. Ms. Every acts both as a trustee to family and special needs trusts, as well as trust counsel. She advises families, guardians, trustee...

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 bring over 25 years of experience to my law practice, helping families and business owners secure their future through strategic estate planning, asset protection, and business planning. I work with families and entrepreneurs throughout Greater Boston, taking time to understand their specific needs while helping...

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Joan has more than 25 years of experience in professional accounting and finance, and has been with PLAN since 2008. Prior to assuming the role of Executive Director, Joan’s responsibilities included PLAN’s operations, trust administration and finance. She has been an auditor with a “big four” p...

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Cynthia R. Haddad, Wealth Advisor CFP® Partner & Wealth Advisor, Special Needs Financial Planning, a specialty practice of Sequoia Financial Group Caring for one another is at the core of our most valued relationships. For families of people with special needs, preparing for the future may seem overwhelm...

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Alex Nadworny, Wealth Advisor, CFP® As every graduate knows, there is no shortage of advice given to them when they begin their professional lives. Alex connected with the advice from Steve Jobs: “The only way to do great work is to love what you do.“ For her, the continuous thread inspiring her throug...

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