I know firsthand how complex and overwhelming it can feel to plan for the future of a loved one with special needs. As both a financial planner and a parent, I’ve walked the same road that many of the families I serve are on today. That lived experience fuels everything I do.

At Rockwood Wealth Management, I lead our Special Needs Planning practice, where my focus is helping families build clarity and confidence around financial, legal, and life-planning decisions. From Special Needs Trusts and ABLE accounts to guardianship, government benefits, and long-term care strategies, my role is to guide families through each step — translating technical complexity into a clear path forward.

Through my podcast, Secured Steps, I’ve built a platform to amplify resources, share stories, and spotlight advocates who are making a difference nationwide. My vision is simple: to ensure every family navigating disability has access to the trusted guidance, tools, and community they need to secure lasting peace of mind.

If you’re an attorney, advocate, educator, or family member looking to collaborate, I’d love to connect. Together, we can expand awareness, empower families, and reshape how our country approaches financial security for individuals with disabilities.

Firm Description

As you search for caretakers of your wealth, you need someone who devotes the time to understanding your most closely held goals, values, and relationships. The stewardship of your resources can only be expertly executed by a firm that has a clear grasp of what it is you would like to accomplish with your financial wealth, your societal influence, and your legacy.

You have found a firm with a family culture that prioritizes your best interests above everything else. Welcome to Rockwood, where we partner with a limited number of clients by design to ensure you will have a strong personal relationship with thoughtful and attentive advisors who understand exactly what you seek.

Based in New Hope, Pennsylvania, we serve high-net-worth clients in Bucks County and across the country with advice at the intersection of retirement planning, tax planning, investment management, estate planning, insurance planning, and any realm of wealth planning our clients may need. As a fee-only, fiduciary financial advisory firm, we are free of the conflicts of interest and compromises that characterize many Wall Street firms. We put our clients first and have an unwavering legal and ethical commitment to ensure that every recommendation we make is in the client's best interests.

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