Financial Professionals

Welcome to our Professional Resources page! While Google offers a ton of information, it can often feel overwhelming, especially when seeking services such as Estate Planning Attorneys, Financial Planners, Realtors, Mortgage Advisors, Contractors, and other business professionals crucial for making important life decisions.
In our experience, we often found ourselves relying on referrals from casual conversations when discussing the challenges we faced. Due to time constraints, we didn’t always have the opportunity to thoroughly vet or interview multiple professionals, leading us to make decisions reactively rather than proactively.
Our goal is to alleviate the stress and uncertainty associated with finding reliable professionals by personally vetting a selection of business experts. We aim to provide you with options and peace of mind knowing that these professionals have been carefully chosen based on criteria such as experience, compassion, patience, and expertise in working with families with dependents who have disabilities. *The professionals listed on the MCC website have no legal or other obligation to MCC and visa versa. They are provided as a courtesy by MCC and only a recommendation to anyone who visits our website.

If you’ve had a positive experience with a professional in any of these fields, we encourage you to reach out to us. By sharing your recommendations, you’ll help us expand our portfolio and better serve our community. Together, let’s build a network of trusted professionals dedicated to assisting families like yours.

Liam Gilhooly

Liam Gilhooly (Estate Planning Attorney)

I’m an estate planning attorney with Wilson Law Group, based here in Madison. But I’m not your typical lawyer. Alongside planning for life’s inevitabilities – death and taxes, I’m on a mission to make a real difference in the lives of families, especially those with children who have disabilities.
When I’m not busy crafting legal strategies, you’ll likely find me at the ballpark, cheering on the Brewers or the White Sox, or cruising through the streets on my rollerblades, soaking in the beauty of Madison. I’m also a passionate cyclist, exploring the city’s bike paths whenever the weather permits.

Beyond that, I’m honored to play a role in making a positive impact in our community by serving on the board of directors for Morgan’s Caring Connection because it’s a cause close to my heart.

So whether you’re in need of estate planning assistance or simply want to chat about the latest baseball game, I’m here to help. Let’s navigate the legal landscape together while enjoying life’s simple pleasures along the way.

Dera Johnsen-Tracy bus

Dera Johnsen-Tracy (Estate Planning Attorney)

Attorney Dera L. Johnsen-Tracy is a shareholder and co-founder of
Horn & Johnsen SC in Madison, Wisconsin. She is top rated by Super Lawyers, has been a featured presenter at various conferences both nationally and throughout Wisconsin and is a co-author of the book, Wills, Trusts, and Probate: An Insider’s Guide to Estate Planning in Wisconsin. Dera has extensive experience working with individuals and families with special needs.

Jake Joling

Jake Joling (Estate Planning Attorney)

Jake is Trusts & Estates attorney with Murphy Desmond S.C., based out of the firm’s Madison office. Born and raised in Wisconsin, Jake understands the needs of his clients. As a practitioner, Jake meets with individuals of all backgrounds and provides guidance to ensure that his clients receive estate planning services tailored to their individual needs. Having worked with families with children who have disabilities, he understands that there is no “one size fits all” approach to planning and will ensure that your family and children are protected for whatever challenges life may present.

Outside of the office, Jake enjoys playing a round of golf, getting outdoors, and enjoying live music!

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Casey Collins, CFP (Financial Advisor)

Casey Collins is a Board Member for Morgan’s Caring Connection because he strongly believes in the mission of helping families in difficult times of need.   One of the most impactful things Casey did early on in life was to serve in the buddy tutoring program at his elementary school.   In Casey’s hometown of Eau Claire, it was the primary school for children and students with special needs and was the first “accessible playground” in the United States. A very impactful experience was being part of the program in which Casey was paired with these students and would often spend recess time along with the “buddy” you were paired with in the special education area of the school.

Casey very much learned the challenges these families and students faced and developed great empathy for these circumstances. Casey has also been involved with the Arc of Dane County as a volunteer in the past. More recently, Casey has focused his volunteer efforts on endeavors that he finds more personally rewarding, and this organization fits that paradigm.

Professionally, Casey is a CERTIFIED FINANCIAL PLANNER™ & independent financial advisor with LPL Financial. He earned his Bachelor of Business Administration Degree in Finance, Investments, and Banking from the University of Wisconsin-Madison School of Business with distinction.

Over the years, he’s been an active member of his community with Hoofer Sailing Club, Lyme Disease Association, Membership Chair for Rotary After Hours of Madison, and a panelist for the Wisconsin Technology Council Governor’s Business Plan contest.

Casey enjoys sailing, windsurfing, hiking, fishing and hunting. When not working, Casey plays guitar and bass in several musical endeavors.  He currently resides downtown Madison.

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Cassin Wolfe (Financial Advisor)

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. I also get to help my community with our fraternal programs and activities. It’s very rewarding to do what I do, and every day is different. As a fraternal financial services organization, Modern Woodmen is built for our members, not for stockholders. Our members enjoy social, educational, and volunteer activities.

Lee Kampa

Carrie Waters-Schmidt (Financial Advisor)

Carrie Waters Schmidt and her team at
Equanimity Wealth Planning and Investing have been working with Special Needs families and disabled individuals since 2015 and have been financial planning since 2004, so they understand how Financial Planning can seem overwhelming. Sometimes our day-to-day lives can require all our energy, making it hard to see past the everyday tasks and look to the future. But, it doesn’t have to be this way.
Carrie has been the board President of YogAutismTM, Inc, a non-profit that focuses on working with autistic individuals to down regulate their nervous system, since 2018, is familiar with the state’s CLTS and IRIS systems, is knowledgeable in the various Social Security benefits, and has presented on the 529ABLE plan at various different conferences. She works comprehensively with clients by looking at the broad picture that includes evaluating taxes now and in the future, employer benefits, insurances, investments, and current estate plans. Their approach to planning will help you and your family:

  • Determine the available amount for your Special Needs heir should you pass away
  • Ensure enough assets are available for their care and longevity while making sure you will be adequately provided for
  • Simulate the future impact of taxation on saved assets based on how an asset is owned, how it’s invested, and how it’s saved
  • Balance state and federal aid eligibility with earned income and saved assets
  • Simulate the flow of assets at your death and determining if changes need to be made to your estate plan

Visit their website at www.EquanimityWealth.com for free financial resources or to book an appointment.

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Mitch Jordan (Financial Advisor)

One of the best parts of my job is hearing about what’s important to individuals and their families. We discuss questions like: What’s important to you? What are your top priorities now, and what do you think they will be in the future? How did you get to where you are today? Hearing people’s unique stories is always inspiring to me! Using this information, we work together to create a financial strategy that aligns with your goals. Whether you are an individual investor saving for the future or a business owner seeking to set up a business retirement plan, my goal is to empower and encourage you in your financial journey. 

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Andrew Charles (Financial Advisor)

At Merrill Lynch, we prioritize clarity, confidence, and control in your financial journey. I’m Andrew Charles, bringing nearly a decade of experience to guide you through the complexities of financial planning and asset management. My goal is to provide you with tailored strategies that secure your financial future and simplify your path to prosperity.

Beyond numbers and charts, I enjoy creating art, fishing for muskie, biking, rollerblading, and an array of other outdoor activities. I hope to learn your wants, needs, desires – as well as your interests & hobbies – to help ensure your family is secure, with a gameplan to navigate any situation.

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Brett Bauch (Financial Advisor)

Brett is the founder of Telemachus Wealth Resources and has over 20 years of experience in the investment and insurance industries. He prefers to engage clients in comprehensive financial planning whenever possible. Over half of his tenure in the industry has been spent with a focus on special needs. This is very personal for Brett as he has family experience with the distinct challenges faced in this type of planning for the future.

He has both under graduate and graduate degrees from the University of Wisconsin Madison. He holds the Charter Special Needs Consultant, Certified Exit Planning Specialist, and Certified Financial Planner designations as well.

Mr. Bauch has over twenty years of experience and has served as a board member of Wispact (Wisconsin Pooled and Community Trusts) which is one of the largest special needs pooled trusts in the country. Two consecutive years were spent as chair of the board of directors. He currently serves as Treasurer for GiGi’s Playhouse Madison, a Down syndrome achievement center.

Brett enjoys hiking, climbing, kayaking, fly fishing, and watching his sons’ gymnastics, track, and dive competitions with his amazing wife.

Brett Bauch is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.sipc.org). 10401 Innovation Drive, Suite 125, Wauwatosa, WI 53226, (414) 615-4901. Telemachus Wealth Resources is not a subsidiary or affiliate of MML Investors Services, LLC. or its affiliated companies.

Morgan’s Caring Connection/Janis Strutt provides periodic referrals to Brett Bauch, and he provides referrals in return. As a result, Morgan’s Caring Connection/Janis Strutt has an incentive to endorse Brett Bauch. CRN202605-6441066

Katie Myer State Farm

Katie Myers (Insurance)

Hello! I am Katie Myers and I own Katie Myers State Farm in Janesville, Wisconsin. We serve customers throughout Wisconsin and Illinois. My team is very skilled in helping families with the unique insurance situations that arise when a family member has special needs. We have helped many families find the right insurance plans for their unique needs. We take an education-first approach when working with all of our customers. You will leave our office understanding your risks, your options and what your insurance will and will not do for you. We are always available for questions no matter what insurance company you are working with. There is never a fee to meet with us and we are ready to help!

We help our customers with home, auto, business, life and disability insurance as well as financial planning services. Personally, I spent 7 years prior to my insurance career working with adults and children of differing abilities in group homes, foster care and school settings. I have a deep understanding of the challenges this community faces with a passion to help. I believe every person should be empowered to make all decisions they are capable of making. My team and I would love to partner with you to make sure your family is fully protected.

Katie Myer State Farm

Tracey Halsted (Health Insurance/SSDI/Medicaid)

I work for Informed Choice Health Insurance which has offices in Madison, Horicon, and Green Bay Wisconsin.  I have 30+ years experience in the health insurance market with an emphasis on educating and assisting individuals understand their insurance choices through Medicare and the Federal Healthcare Marketplace.  I am also able to assist in understanding SSDI and Medicaid. I chose to be a part of the MCC Professionals Network because I am passionate about educating and assisting individuals in making the decisions that are the most suitable for their specific needs and circumstances.

On the personal side of life, I live in Beaver Dam with my husband Tim and Goldendoodle, JJ Jones.  I have two children and three stepchildren who live in Wisconsin, Chicago, Denver, and Phoenix.  I I enjoy attending fitness classes at the YMCA, playing tennis and spending time at my second home in Magnolia, Texas when my schedule permits.