BA from University of Chicago, MBA from University of Michigan. 20 years experience working with people with disabilities as Executive director of several disability-service providers as well as individual consulting on benefits application, appeal and management and broader long-term care planning.
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Pro-bono work for the Certified Financial Planner and Chartered Special Needs Consultant designation. Frequent speaker on benefits navigation for disability advocacy organizations and schoolschool districts as well as professional organizations such as the National Association of Personal Financial Advisors.
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