As the Director of Trusts, I oversee a dedicated team focused on compliance, transparency, and responsive service to individuals with disabilities, their families and friends, and professional partners. We manage Special Needs Trusts, ensuring funds are available to support named Beneficiaries and supplementing their government benefits now, and in the future.

Behind every trust is a person and a family who deserves clarity, compassion, and dependable service. Whether you’re just getting started or have been with us for years, we’re here to help you be informed, supported, and confident about the future.

Thank you for trusting us to be part of your journey.