Special Needs Answers
AIM Wealth Advisory Group
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 he... (read more)
Northwestern Mutual
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.
Oregon Elder Law
Bio coming soon !
Abeona Group
Alisha was born and raised in Southern Oregon and has called Portland, Oregon, home since 2002.
Law Offices of Nay and Friedenberg LLC
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.
Law Office of Eric M. Kearney
Eric is an Elder Law attorney in Portland Oregon. His practice emphasizes Guardianships and Conservatorships, Medicaid, and Long-term care and Disability planning.
Fitzwater Law
I’m a partner with Fitzwater Law and am proud to have practiced with this firm for more than 20 years.
Maxiam Capital
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.
Palladio Consulting LLC
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.
Law Office of Elizabeth M. Jessop, LLC
Bio Coming Soon !
Oregon Elder Law
Bio coming soon!
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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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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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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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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I’m a partner with Fitzwater Law and am proud to have practiced with this firm for more than 20 years. My practice emphasizes legal issues unique to the elderly and their families, including guardianship and conservatorship, probate estates, trust administration, and estate planning. Some of my favorite cases are...
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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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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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