As a Chartered Special Needs Consultant® (ChSNC®), I specialize in financial planning for individuals with disabilities, chronic health conditions, and families navigating complex care and benefit systems. My practice is grounded in both professional expertise and personal experience—as a parent to a medically complex child and an adult with a mobility disability, I understand the emotional and logistical challenges that come with planning for a life that doesn’t follow a traditional path.

I support clients virtually across the country from my home base in Medina, Ohio, offering comprehensive, person-centered guidance. I also serve on the board of a nonprofit organization dedicated to advancing integrated housing solutions that provide stable and accessible living options for individuals with disabilities.

Beyond my advisory work, I am a frequent public speaker at conferences and workshops, a podcast guest, and a magazine contributor sharing my personal journey of being matched with my service dog, Robbie. I find deep satisfaction in serving my community and regularly volunteer my time to support programs that empower individuals and families facing disability-related challenges.

Topics I regularly speak on and support families with include:

Coordinating government benefits with private financial resources
Funding and maintaining Special Needs Trusts and ABLE accounts
Housing and long-term care planning for adults with disabilities
Medicaid waiver strategies and caregiver compensation
Navigating guardianship, supported decision-making, and successor planning
Planning for aging caregivers and future transitions
Tax strategies for families with dependents with disabilities

For any strategies involving legal or tax-related considerations, I collaborate closely with each client’s chosen attorney or CPA to ensure all aspects of the plan are implemented appropriately and in alignment with the client’s broader team.

I’m married, a proud mother of three, and share life with my service dog, Robbie. Whether through education, planning, or direct client support, I am passionate about helping families move forward with clarity, purpose, and confidence.