03/21/2026
I recently graduated to be designated as a Chartered Special Needs Consultant. The ChSNC® is the only credential designed to prepare financial advisors to help people with special needs. Through this program, I gained an in-depth knowledge of the best strategies for ensuring that families who are caring for a person with disabilities have the resources they need to live well.
As a ChSNC® professional, I have learned to wisely and compassionately guide families through complex financial decisions and benefits systems so they can gain the peace-of-mind they deserve. They gain a dynamic understanding of:
• Disability law
• Life insurance
• Healthcare issues
• Special needs trusts
• The ABLE Act
• Government benefits
• Social Security
• Medicaid complexities
• Special education
• Estate planning
• Retirement planning
• Tax deductions
The American College of Financial Services is the premier educational institution dedicated to the development of financial services professionals. As a Graduate and designee of The American College of Financial Services I have studied, passed rigorous exams, and proven that not only do I have the technical knowledge to serve my clients, but I have sworn to practice ethically and in the best interest of the people I serve. Please reach out and let me know if I can help with this particular type of planning for you or your family.
