John Nadworny,Wealth Advisor,CFP® Director, Special Needs Planning John creates options and builds solutions for families with complex life situations. He is a recognized thought leader in the field of planning for families of individuals with special needs and his work with the family of a boy with autism was feat...

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Cynthia R. Haddad, Wealth Advisor CFP® Director, Special Needs Financial Planning Cindy is a committed and vital partner to families planning the lifelong care for their family member with special needs. As a sister of an adult brother with disabilities, Cindy has dedicated her career to helping other families addr...

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Alex Nadworny, Wealth Advisor,CFP® Alex joins SFP as a wealth advisor and a member of the Special Needs Planning group. In addition to her formal experience in the financial services industry, she grew up with and now joins her father, John, in his financial advisory practice. Alex has her Series 6,7 ,66 andl...

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