Bio coming soon !

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Mark is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Special Needs Consultant™.  He develops and advises on financial plans for special needs families, often in collaboration with other professionals including estate and benefits specialists.  As a special needs parent himself, he understands th...

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My name is Stephen, and I am a Financial Planner with 18 years’ experience. I live in Virginia with my wife and two daughters, one of whom is diagnosed with Autism. With my everyday dad life, I understand the challenges of raising a child on the spectrum and the importance of prioritizing a financial plan to se...

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Loretta Morris Williams is a certified elder law attorney by the National Elder Law Foundation. Ms. Williams was admitted to the Council of Advanced Practitioners, National Academy of Elder Law Attorneys (NAELA) in 2012.  She  has served as President of the Virginia Academy of Elder Law Attorneys. &...

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Parents of special needs children often struggle to survive, let alone thrive. Special needs families need help and the systems that provide the help are vastly complex. You've likely already discovered and defined what your child's special needs are. We can help you then access providers and supports through...

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Paula is a Wealth Advisor and Relationship Manger at Chevy Chase Trust.  She joined Chevy Chase Trust in 2015 with over 20 years of experience in wealth management and is responsible for advising clients in the areas of investment management, special needs, financial and estate planning, and trust administrat...

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With 30 of legal experience, Maryland and Washington DC estate planning lawyer Michelle Lanchester has advised and counseled thousands of clients throughout her career. Attorney Lanchester has worked with a wide variety of clients from diverse backgrounds. She focuses her practice on guardianship and est...

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Bio coming soon!

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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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