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A Special Needs Plan

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CharlotteMecklenburg Countyspecial needs..financial planning..transition planningsmall business..trust and..

Our Team

Ryan Platt
Founder
Andrew Spafford
Special Needs Planner
Hampton Hodge
Planner
David Cove
Planner
Margaret Gaffney
Transition & Government Benefit Specialist
Amber Licari
Director of Concierge Services
Daniel Snow
Business Manager
Kyra Wilson
Relationship Manager
Michael Burns
Planning Associate
Lou Galletto, Jr.
Director Wealth Management
Jason R. Goldy
Business Planning Specialist
Neville Fearing
Corporate Retirement Plan Specialist

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