Neil has worked in financial services for 20+ years, first in Atlanta and now in Utah. As a father of three kids, including twins with disabilities, Neil is especially passionate about helping special needs families enjoy life and support their loved ones with special health care needs. Neil and his wife, Rebecca, have...

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Allison specializes in estate planning, special needs planning, adult guardianship, and probate matters. While attending college, she worked for Elder Law attorneys and developed a passion for working with older adults and families with adult children with special needs. Allison is dedicated to finding the appropriate...

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Kathie Brown Roberts, Esq., CELA,  is the founding manager and owner of Kathie Brown Roberts, P.C. established in 2006.  Kathie earned her undergraduate degree at University of Texas at Austin where she graduated in 1987.  She received her Juris Doctor degree from California Western School of Law in San...

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