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The People You Can Trust

A vetted network of attorneys, financial planners, and specialists who understand special needs planning.

When we send a family to a professional in this network, we're saying: these are the people we'd send our own family to.

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Vetted Experts

People You Can Trust With Your Family's Future

What families raising a loved one with special needs are really looking for isn’t another search result. They’re looking for someone they can trust to help them plan for the most important decisions of their lives — estate planning attorneys, financial planners, insurance specialists, and other professionals who truly understand their world.

We’ve been there. In our own family’s journey, we often relied on referrals from casual conversations, rarely with time to thoroughly vet or interview multiple professionals. Too often, that led to reactive decisions instead of proactive plans.

That’s why we built this network — to give families a shortcut to trust. Every professional listed here has been personally vetted based on their experience, compassion, patience, and expertise working with families who have dependents with disabilities. When we point a family here, we’re saying: these are the people we’d send our own family to.

*The professionals listed on the MCC website have no legal or other obligation to MCC and vice versa. They are provided as a courtesy and a recommendation to anyone who visits our website.

If you’ve had a positive experience with a professional in any of these fields, we’d love to hear about it. Your recommendations help us grow the network and extend that same trust to more families in our community.

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Legal Counsel

Estate Planning Attorneys

Dera Johnsen-Tracy, MCC Professional Network — Estate Planning Attorney – Madison supporting special needs families

Dera Johnsen-Tracy

Estate Planning Attorney – Madison

Attorney Dera L. Johnsen-Tracy is a shareholder and co-founder of Horn & Johnsen SC in Madison, Wisconsin.

Kristi Lemanski, MCC Professional Network — Estate Planning Attorney – Spring Green supporting special needs families

Kristi Lemanski

Estate Planning Attorney – Spring Green

Kristi is an attorney at Wilkinson Law Group, LLC, and is based out of the firm's Mt. Horeb office.

Geoff Lorenz, MCC Professional Network — Estate Planning Attorney – Lodi supporting special needs families

Geoff Lorenz

Estate Planning Attorney – Lodi

Geoff has been a private practice attorney for 10 years, proudly serving the same community that he grew up in.

Nicole Swails, MCC Professional Network — Estate Planning Attorney – Madison supporting special needs families

Nicole Swails

Estate Planning Attorney – Madison

Nicole is an estate planning attorney with Wayne Law S.C. in Madison, Wisconsin, where she helps individuals and families craft estate plans as unique as their lives and loved ones.

Doug Ley, MCC Professional Network — Estate Planning Attorney – Janesville supporting special needs families

Doug Ley

Estate Planning Attorney – Janesville

Douglas Ley is the founder of Elder Advisors Law, LLC, a law firm that specializes in federal law as it relates to state law for advanced estate planning.

Peter Kraft, MCC Professional Network — Guardianship Attorney – Appleton supporting special needs families

Peter Kraft

Guardianship Attorney – Appleton

Peter has experience representing individuals under guardianship as their attorney as well as their Guardian ad Litem.

Anna Loess, MCC Professional Network — Elder Law, Family Law, Contested Guardianship Attorney – Madison supporting special needs families

Anna Loess

Elder Law, Family Law, Contested Guardianship Attorney – Madison

Anna is a partner with DeWitt LLP and is based out of DeWitt's Madison office.

Wealth & Planning

Financial Advisors

Cassin Wolfe, MCC Professional Network — Financial Advisor – Madison supporting special needs families

Cassin Wolfe

Financial Advisor – Madison

I am so blessed to make a living helping others and their communities. Each day, I sit down and help people overcome financial concerns and obstacles.

Ryan McGuire, MCC Professional Network — Financial Advisor – Madison supporting special needs families

Ryan McGuire

Financial Advisor – Madison

Ryan McGuire is a Senior Consultant with Oak Wealth Advisors, a special needs financial planning firm, in Madison.

Andrew Charles, MCC Professional Network — Financial Advisor – Madison supporting special needs families

Andrew Charles

Financial Advisor – Madison

At Merrill Lynch, we prioritize clarity, confidence, and control in your financial journey.

Melissa Burback, MCC Professional Network — Wealth Management Advisor – Waukesha supporting special needs families

Melissa Burback

Wealth Management Advisor – Waukesha

Missy was raised in Muskego, and went to college in Louisiana, and returned home to marry her high school sweetie, Jared.

Jara Rios-Rodriguez, MCC Professional Network — Tax Services/Financial Advisor – Madison supporting special needs families

Jara Rios-Rodriguez

Tax Services/Financial Advisor – Madison

Jara Rios Rodriguez, PhD is a native Spanish speaker, certified grief counselor, and ordained chaplain who brings heart and strategy to everything she does.

Carrie Waters-Schmidt, MCC Professional Network — Financial Advisor – Madison supporting special needs families

Carrie Waters-Schmidt

Financial Advisor – Madison

Carrie Waters Schmidt and her team at Equanimity Wealth Planning and Investing have been working with Special Needs families and disabled individuals since 2015.

Jared Nelson, MCC Professional Network — Insurance/Financial/Estate Planning Solutions – Mt. Horeb, Spring Green & Baraboo supporting special needs families

Jared Nelson

Insurance/Financial/Estate Planning Solutions – Mt. Horeb, Spring Green & Baraboo

Jared Nelson has 28 years of experience in the financial services and insurance industry.

Coverage Experts

Insurance Agents & Brokers

Carrie Davies, MCC Professional Network — Medicare/Medicaid/SSI/SDI – Cottage Grove supporting special needs families

Carrie Davies

Medicare/Medicaid/SSI/SDI – Cottage Grove

Carrie is a licensed health and life insurance agent and Co-Owner of Prairie Grove Insurance in Cottage Grove, WI.

Jason Stendalen, CIC, MCC Professional Network — Property & Casualty and Life Insurance Independent Broker – Madison supporting special needs families

Jason Stendalen, CIC

Property & Casualty and Life Insurance Independent Broker – Madison

Jason has been in the insurance industry since 2004.

Dan Piazza, MCC Professional Network — Property & Casualty and Life Insurance — American Family – Madison supporting special needs families

Dan Piazza

Property & Casualty and Life Insurance — American Family – Madison

Dan brings more than 30 years of insurance and business ownership experience to his work as an American Family Insurance Agent.

End-of-Life Care

Funeral Planning

Heather Holy, MCC Professional Network — Advance Funeral Planning Consultant and Aftercare Specialist – Madison supporting special needs families

Heather Holy

Advance Funeral Planning Consultant and Aftercare Specialist – Madison

As an Advance Planning and Aftercare Specialist at Gunderson Funeral Home, Heather feels both honored and humbled to assist families in making some of life's most difficult decisions.

Money Guidance

Banking & Money Management

Andrea Naef, MCC Professional Network — Money Accountability Coach supporting special needs families

Andrea Naef

Money Accountability Coach

Hello, I'm Andrea Naef, money accountability coach and founder of Coaching 4U, LLC.

Justina Peters, MCC Professional Network — Relationship Banker supporting special needs families

Justina Peters

Relationship Banker

With over 13 years of experience, I am a Relationship Banker at Old National Bank specializing in lending and personalized financial solutions.

Home & Property

Realtors

Ashley Malinowski, MCC Professional Network — Realtor supporting special needs families

Ashley Malinowski

Realtor

Hello there! It's nice to meet you! If you're reading this, it likely means you are looking for some support and guidance as you navigate some upcoming changes.

Home Financing

Mortgage Advisors

Kayla Goebel, MCC Professional Network — Mortgage Advisor supporting special needs families

Kayla Goebel

Mortgage Advisor

With a strong background in rural lending and a passion for helping people reach their goals, I work alongside clients to find personalized financial solutions.

Rob Miller, MCC Professional Network — Mortgage Advisor supporting special needs families

Rob Miller

Mortgage Advisor

Buying a home is one of the biggest decisions in life, and Rob and his team are dedicated to making it as smooth and enjoyable as possible from start to finish.

Home Services

Residential Services

Becky Blair, MCC Professional Network — Residential & Commercial Construction — CLTS Provider supporting special needs families

Becky Blair

Residential & Commercial Construction — CLTS Provider

As VP of Westring Construction in Madison, WI, I bring 20 years of experience in the construction industry, with a focus on residential remodeling and historical restoration.

Kyle Davies, MCC Professional Network — Handyman Services — CLTS Provider supporting special needs families

Kyle Davies

Handyman Services — CLTS Provider

Kyle Davies is continuing the legacy of excellence, in his family's 3rd generation remodeling and handyman business.

Wynn Davies, MCC Professional Network — Residential Remodeling — CLTS Provider supporting special needs families

Wynn Davies

Residential Remodeling — CLTS Provider

Wynn Davies is a certified professional residential remodeling contractor.

Stephen Lange, MCC Professional Network — Residential Painter supporting special needs families

Stephen Lange

Residential Painter

Founded in 2020, Lange's is a family-owned company led by brothers Bernie and Stephen, who grew up on the west side of Madison.

Yazmin Lopez, MCC Professional Network — Residential House Cleaning supporting special needs families

Yazmin Lopez

Residential House Cleaning

Yazmin is a dedicated cleaning professional committed to creating safe, healthy, and welcoming environments for families and individuals.

Whole-Family Care

Additional Services

Christine Savides, MCC Professional Network — Advocacy & Respite supporting special needs families

Christine Savides

Advocacy & Respite

Since the early 1980s, Christine Savides has dedicated her career to supporting individuals with diverse abilities.

Brandon Tracy, MCC Professional Network — Martial Arts & Advocacy supporting special needs families

Brandon Tracy

Martial Arts & Advocacy

Superhero Martial Arts promotes Self-Empowerment & Life Skills for individuals with special needs through an adaptive martial arts program.

Equability, MCC Professional Network — Adaptive Clothing supporting special needs families

Equability

Adaptive Clothing
Contact coming soon

Equability is a clothing adaptation service that makes your clothes easier to wear.

Carrie Weihert, MCC Professional Network — Personal In-Home Care supporting special needs families

Carrie Weihert

Personal In-Home Care

Carrie Weihert, RN, is the Director of Nursing at Smart Choice Personal Care Inc. and a board member of the Wisconsin Personal Services Association (WPSA).

Angela Laufenberg, MCC Professional Network — Non-profit Mental Health Clinic | Madison supporting special needs families

Angela Laufenberg

Non-profit Mental Health Clinic | Madison

Angela Laufenberg is the Executive Director of the Samaritan Counseling Center of Southern Wisconsin, a state-certified nonprofit mental health clinic serving clients across 21 counties.

Lauren Hatchett, MCC Professional Network — Speech-Language Pathologist | Janesville supporting special needs families

Lauren Hatchett

Speech-Language Pathologist | Janesville

Lauren Hatchett is a seasoned medical speech-language pathologist with over 15 years of clinical expertise. She is co-owner and partner of Marigold Speech & Co.

Sherry Etes, MCC Professional Network — Photographer | Madison supporting special needs families

Sherry Etes

Photographer | Madison

Based in Madison, WI, Sherry Etes is a boutique photographer specializing in portrait and commercial imagery that reflects authenticity, connection, and purpose.

Julie Hanlon, MCC Professional Network — VP Senior Personal Trust Officer supporting special needs families

Julie Hanlon

VP Senior Personal Trust Officer

Julia Hanlon is the supervisor of the Trust Unit of Lake Ridge Bank's Wealth Management Department.

Sam Garlock, MCC Professional Network — Autism Therapy – Madison supporting special needs families

Sam Garlock

Autism Therapy – Madison

Samantha Garlock is a co-founder of FamilyPath Autism Services, a leading organization dedicated to supporting individuals with autism and their families.

Elizabeth Brockman, MCC Professional Network — Autism Services – Waukesha/Milwaukee supporting special needs families

Elizabeth Brockman

Autism Services – Waukesha/Milwaukee

Elizabeth Brockman is a Board Certified Behavior Analyst (BCBA) and the founder of Brighter Behaviors, a virtual parent training and support company.

Work With Us

Partner & Community Collaboration

We actively collaborate with:

  • Nonprofits serving families and individuals with disabilities
  • Community organizations and service providers
  • Professional partners aligned with our mission

If your organization would like to co-promote a webinar, suggest a topic, or present, we welcome collaboration.

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