Bio coming soon!

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Armand works closely with senior-level executives,business owners, professionals and their families to not only navigate the complexities of their wealth, but also to preserve and grow their assets.Working with a broad array of affluent and ultraaffluent individuals from business sectors ranging from media and finance...

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One in five people in the U.S. will have some type of special need or disability in their lifetime, according to the USDA. Whether Down syndrome, autism or a genetic disorder, it may affect their entire lives without the hope of a cure. Or it may develop due to an accident, catastrophic illness and cognitive decline fr...

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Juris Doctorate, Brooklyn Law School (1991) LLM (Taxation), University of Miami School of Law (1993) United States Federal Court Pro Bono Panel–Social Security/Disability Appeals Certified Part 36 Guardian Ad Litem & Supplemental Needs Trustee Author/frequent lecturer on legal planning for famil...

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Barbara has been a Financial Advisor since 2001. She joined Shufro Rose LLC in 2006 and co-manages the Kaminsky-Silverman Group with Tonia Kaminsky. Through Goals-Based Wealth Management, Barbara and Tonia help clients understand and prioritize their financial goals and then help them invest their assets to maximize t...

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Robert M. Freedman’s practice focuses on Elder Law and Planning for Individuals with Disabilities and their families. He is a pioneer in the field of Elder Law. Robert was a Founder and one of the first Fellows of the National Academy of Elder Law Attorneys. He was a Founder and one of the first Chairs of the Eld...

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An active advocate for the rights and welfare of senior citizens, Cormac McEnery is well-respected in his areas of practice. He regularly speaks on elder law and estate planning topics. Practice areas: Asset protection Elder law Healthcare proxies and living wills Estate litigation Estate planning Medicaid eligibility...

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Matt is the President of Haystack Financial Planning, a firm focused on serving the special needs community. He takes a holistic view of clients' financial life to create a sense of security that allows them to focus more on living the life they want to lead. Matt is a CERTIFIED FINANCIAL PLANNE...

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