Designing the Durable Plan: How to Make Special Needs Plans Survive 30+ Years

I know firsthand how complex and overwhelming it can feel to plan for the future of a loved one with special needs. As both a financial planner and a parent, I’ve walked the same road that many of the families I serve are on today. That lived experience fuels everything I do.

At Rockwood Wealth Management, I lead our Special Needs Planning practice, where my focus is helping families build clarity and confidence around financial, legal, and life-planning decisions. From Special Needs Trusts and ABLE accounts to guardianship, government benefits, and long-term care strategies, my role is to guide families through each step — translating technical complexity into a clear path forward.

Through my podcast, Secured Steps, I’ve built a platform to amplify resources, share stories, and spotlight advocates who are making a difference nationwide. My vision is simple: to ensure every family navigating disability has access to the trusted guidance, tools, and community they need to secure lasting peace of mind.

If you’re an attorney, advocate, educator, or family member looking to collaborate, I’d love to connect. Together, we can expand awareness, empower families, and reshape how our country approaches financial security for individuals with disabilities.