Special Needs Answers
Randy Steen
The Law Office of Randy Hope Steen, Ltd.
Exton, PA 19320
Bio coming soon!
Special Needs Planners near Lancaster, PA
Exton, PA 19320
Jason Velencia, CFP®
DVB Private Wealth
Suite 304
Harrisburg, PA 17112
Jason Velencia is a Partner at DVB Private Wealth, overseeing financial planning and wealth management. As a Marine Veteran who served in Operation Enduring Freedom, Jason values selfless service and community support.
Nick Montagnese
Cherewka Law.
Wormleysburg, PA 17043
Nick graduated from Dusquene University in 2010, and then from Duquesne University School of Law in 2013. He became a member of the Pennsylvania Bar in 2013 and is also licensed in Maryland and Florida.
Carolyn Humphrey, RICP®, TPCP®, RSSA®, CHSNC®, WMCP®, CLF®
Empowered Financial Strategies
Newark, DE 19711
Carolyn Humphrey is a seasoned financial advisor with a strong foundation in math and economics, and a passion for education and coaching.
Meet Randy Steen
Tell us about your issue and we will put you in touch with Randy Steen.
Meet Jason Velencia, CFP®
(717) *** ****
Learn more
Jason Velencia, CFP®
DVB Private Wealth
Jason Velencia is a Partner at DVB Private Wealth, overseeing financial planning and wealth management. As a Marine Veteran who served in Operation Enduring Freedom, Jason values selfless service and community support. He strives to deliver an exceptional client experience for every family at DVB Private Wealth. After...
(717) *** ****
Tell us about your issue and we will put you in touch with Jason Velencia, CFP®.
Meet Nick Montagnese
(717) *** ****
Learn more
Nick Montagnese
Cherewka Law.
Nick graduated from Dusquene University in 2010, and then from Duquesne University School of Law in 2013. He became a member of the Pennsylvania Bar in 2013 and is also licensed in Maryland and Florida. He has worked for the Allegheny County Court of Common Pleas and the Pennsylvania State Senate. Nick regularly practi...
(717) *** ****
Tell us about your issue and we will put you in touch with Nick Montagnese.
Meet Carolyn Humphrey, RICP®, TPCP®, RSSA®, CHSNC®, WMCP®, CLF®
(302) *** ****
Learn more
Carolyn Humphrey, RICP®, TPCP®, RSSA®, CHSNC®, WMCP®, CLF®
Empowered Financial Strategies
Carolyn Humphrey is a seasoned financial advisor with a strong foundation in math and economics, and a passion for education and coaching. She specializes in turning retirement assets into sustainable income, integrating strategies for long-term care, Medicare, Medicaid, Social Security, and tax efficiency. Carolyn emp...
(302) *** ****
Tell us about your issue and we will put you in touch with Carolyn Humphrey, RICP®, TPCP®, RSSA®, CHSNC®, WMCP®, CLF®.