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Our Team

Chris Ball, ChSNC

Chris Ball, ChSNC

Co-Founder

Chartered Special Needs Consultant

"My passion is helping families who have loved ones with special needs. It's an underserved community that deserves highly individualized  attention."

Catherine Toone, RFC

Catherine Toone, RFC

Co-Founder

Chief Compliance Officer

"Objective #1 is getting to know you,  your family, and your goals. It's the most important part of what we do and frankly, our favorite part of the job!"

Dan Zech, CEPA

Dan Zech, CEPA

Co-Founder

Certified Exit Planning Advisors

"Successful professionals and business owners have intricate needs. We help handle those complexities so you can focus on what you do best"

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