Stephanie practices law in the areas of estate planning, trust and estate administration, business law, and elder law. As part of these practice areas, Stephanie works with clients to create their estate plans; administers trusts and probates estate; prepares special needs trusts; prepares federal and Oregon...

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Driven by his own experiences as a caretaker for his younger brother with special needs, Faisal is passionately committed to helping families facing similar situations by offering them expert guidance and streamlined access to resources for special needs financial planning. His deep understanding of these unique challe...

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As part of the Estate Planning Group, shareholder Layla McLean focuses on estate planning and administration for taxable and non-taxable estates, business law and real estate transactions. When it comes to estate planning, Layla brings a collaborative approach towards the personal and financial goals of her clients, gu...

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Sandi Jo is passionate about assisting families with special needs. She is experienced in special needs planning including navigating third-party benefits and the legal issues involved in planning for a dependent with special needs.

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Alisha was born and raised in Southern Oregon and has called Portland, Oregon, home since 2002. She holds bachelor of science degrees in Business Management & Leadership and Human Resource Management from Portland State University, and currently lives in Southeast Portland with her two daughters, Lily and Ashlynn,...

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I am a Partner and the Managing Director of AIM Wealth Advisory Group - a comprehensive financial planning firm.  I have 19 years of experience in the areas of business succession, investment, and strategic tax & estate planning.   My mother was a special needs teacher for her entire career, so...

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Tim has combined decades of clinical social work experience and legal expertise to develop an insightful, innovative and people-friendly approach to assisting his clients. He is the founding President of the National Academy of Elder Law Attorneys and was recognized in 1992 as a Fellow of the Academy. Tim is a past Pre...

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Bio Coming Soon !

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Connor W. Kavanaugh has practiced in the areas of Special Needs and Financial Planning since 2012. Originally from Seattle, he calls Oregon home after moving to Portland in 1996. Connor earned a degree in Finance from Portland State University in 2012 and also spent five seasons on the football field as an All-Conferen...

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Bio coming soon!

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Bio coming soon !

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Eric is an Elder Law attorney in Portland Oregon. His practice emphasizes Guardianships and Conservatorships, Medicaid, and Long-term care and Disability planning. Prior to opening his own office, Eric worked at Fitzwater Meyer Hollis & Marmion, one of the largest Elder Law firms in the state.  While there, h...

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