Special Needs Answers
Coldstream Wealth Management
As an Associate Wealth Manager, Ian is responsible for helping clients define their financial goals and then developing a successful plan to meet those objectives.
The Lynch Group of Oppenheimer & Co. Inc.
Darryl Lynch has worked with guardians and trustees throughout the years. He has recommended best practices for attorneys and guardians across the country.
Snider Financial Group
Sheldon is extremely passionate about helping families and their children with special needs. He connects with them on a personal level because his youngest daughter has Down syndrome.
As an Associate Wealth Manager, Ian is responsible for helping clients define their financial goals and then developing a successful plan to meet those objectives. Finances can be a major source of anxiety for many people and Ian loves being able to alleviate that burden for the clients we serve. Ian earned his Bachel...
(206) *** ****
Darryl Lynch has worked with guardians and trustees throughout the years. He has recommended best practices for attorneys and guardians across the country. Shortly after earning his MBA from Duke University in Durham, NC he began his 35+ year career in the financial services industry. He has been a member of the Nation...
(425) *** ****
Sheldon is extremely passionate about helping families and their children with special needs. He connects with them on a personal level because his youngest daughter has Down syndrome. He knows the extra demands that this puts on families as well as their need for high quality planning. Sheldon understands the advocac...
(425) *** ****
