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...

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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...

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Denise W. Fike is the CEO of the First Maryland Disability Trust, Inc., a non-profit organization whose mission it is to provide quality trust and fiduciary services to those who are disabled. Denise attended Villa Julie College (now Stevenson University) and worked for over 27 years as a paralegal, handling personal...

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Brian S. Young, CFP®, ChSNC, of the Comprehensive Financial Planning Group, LLC has more than 25 years professional experience in the financial industry. He maintains a Series 7 General Securities registration and is licensed in life, health, and long-term care insurance. Mr. Young is a graduate of Slippery Ro...

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Brian S. Young, CFP®, ChSNC, of the Comprehensive Financial Planning Group, LLC has more than 25 years professional experience in the financial industry. He maintains a Series 7 General Securities registration and is licensed in life, health, and long-term care insurance. Mr. Young is a graduate of Slippery Ro...

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Kristen counsels individuals, families, and business owners, helping them understand and navigate the law. She creates plans for her clients to effectively care for their loved ones and protect and transfer their assets. Kristen’s background includes civil litigation and substantial experience working with small...

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Andre O. McDonald is the founder and principal attorney at McDonald Law Firm, a Columbia based law firm serving clients throughout Howard County, Montgomery County, and the surrounding counties and the District of Columbia in the areas of estate planning, special-needs planning, Medicaid/long-term care planning, and ve...

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Attorney Paulette Lundy is the Founder of P. A. Lundy & Associates a law firm in Columbia, Maryland, Howard County. P. A. Lundy & Assocates was established out of Paulette’s love, passion and life’s purpose to assist people to become better stewards of their resources through proper legacy deve...

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Steve Elville works with individuals and families to provide a unique attorney-client experience and peace of mind solutions to the challenges they face with estate, asset protection, and tax planning issues, and with disability and long-term care planning issues. Mr. Elville has extensive experience in working with cl...

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Russell E. Farbiarz joined the firm in October 2009, and is currently the firm’s Managing Partner. Mr. Farbiarz’s practice includes all areas of the law with concentrations in estate planning, estate administration, domestic relations, real estate, corporate law and criminal defense/DUI. Atty. Farbiarz is...

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Prior to joining Antanavage Farbiarz, Alexa S. Antanavage concentrated on the areas of commercial and real estate litigation, estate law, and family law. She was an associate at Masano Bradley, LLP, where she also gained experience in civil litigation, with emphasis on commercial litigation, real estate litigation, ins...

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For most of my legal career I have concentrated my practice in estate and trust planning and administration, related real estate and taxation. Ten years ago, in looking to expand my practice area, I began working with families with disabled family members by doing special needs trusts. At the time, I felt the need...

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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...

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Cortney is a Chartered Special Needs Consultant. Cortney focuses on financial planning for families with a passion for the special needs community. This passion grew after adopting a special needs child in 2007.  With the arrival of her daughter she experienced first hand, the isolation and lack of support pa...

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Ms. Hummel focuses her practice on Elder Law, Special Needs Planning, Estate Planning, Guardianship, and Estate and Trust Administration. Known for her empathy, technical expertise, and dedication to service, Ms. Hummel helps individuals and families navigate some of life's most important and sensitive transitions...

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Steve Elville works with individuals and families to provide a unique attorney-client experience and peace of mind solutions to the challenges they face with estate, asset protection, and tax planning issues, and with disability and long-term care planning issues. Mr. Elville has extensive experience in working with cl...

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Leah B. Morabito concentrats in the area of Wills, Trusts, Estate Planning, Probate, Guardianships and Special Needs Planning.  Prior to working for the firm, Leah was a solo practitioner handling estate and probate matters.  A former Judicial Law Clerk for the Honorable Eugene M. Lerner, Maryland Circui...

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GARY ALTMAN is the founder and managing attorney of the Maryland-based estate planning law firm of Altman & Associates, where he has been assisting clients throughout MD/DC/NOVA for more than 25 years. A nationally recognized estate, legacy and business planning authority, Gary's outstanding expe...

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Shai concentrates in special needs planning, estates and trusts, estate administration, trust administration, and gaurdianship matters.  He represents clients before Maryland State Courts and the Maryland Office of Administrative Hearings.  Shai's practice includes advocating for funding fo...

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Ms. Cox who lives and works in Annapolis MD has had a life long passsion for supporting special needs individuals, children and their families. As a now widowed parent to 2 young adult special needs children, Ms. Cox brings deep personal and professsional understanding to her special needs clients....

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Steve Elville works with individuals and families to provide a unique attorney-client experience and peace of mind solutions to the challenges they face with estate, asset protection, and tax planning issues, and with disability and long-term care planning issues. Mr. Elville has extensive experience in working with cl...

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Elena is the leading authority on elder and disability planning law in Maryland. She is at the forefront of expert representation, teaching, and legislative reform. She is the owner and partner at Stavely & Sallitto Law.   Her passion for protecting the elderly and the disabled is unwavering, and her kno...

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From working in county school systems to opening her own practice in 2017, Ms. McCrea has always been interested helping her community. She saw first-hand the importance of proper estate planning for persons with disabilities after participating in the Legal Planning for Young Adults with Disabilities se...

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Megan Ingram joined Steinbacher, Goodall & Yurchak as an associate attorney in November 2020. A 2020 summa cum laude graduate of Penn State Law School, Megan works out of the firm's State College office and primarily works in the wealth protection department.  Megan graduated fourth (of 115) in her law sc...

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Liz found the path to financial planning while attending national disability conferences held in the DC area when she was a live-in care giver and member of L’Arche home. She grew frustrated that not enough people were doing the work to educate families and lift the earning potential of ready to work people who r...

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Jack Rule has actively and continuously represented persons with disabilities and human service providers since 1980. His experience has touched many of the varied issues involved in special needs planning such as special needs trusts, housing and zoning issues, and denial of benefits appeals. As a father of a child...

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Matt is a Senior Wealth Management Advisor at Kathmere Capital Management, where he works closely with individuals and families to help them make thoughtful, confident financial decisions. With more than 20 years of experience across investment management, retirement planning, and private wealth advisory, Matt has guid...

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