Network Professionals

She began her 30-year plus estate planning, elder law, and special needs career working alongside her father in Fort Atkinson.  Julie’s career then led her to non-profit advocacy and services for older adults and individuals with disabilities.  She was the Legal Director for the Coalition of Wisconsin Aging Groups and the Director of the Aging and Disability legal Services with Easter Seals before returning to a private practice.

Julie prides herself in working with individuals and families no matter what challenges they face. She brings compassion and caring to every plan in addition to her expertise.  She sees planning as a holistic process and her clients are supported as much and as long as they need. 

Julie is well networked within the special needs and elder law community and honored to be involved with Morgan’s Caring Connection.  Her goal is to find creative, client-centered solutions for effective planning, and when applicable, problem solving.   If you need a zealous advocate, she is there for you. If she can’t assist you, she will do all she can to find someone who can, as throughout her career she has established many positive relationships with professional colleagues, who like her, aim for excellent client service and results.

Julie currently serves on an Advisory /Committee for Wispact Inc., a Pooled and Community Special Needs Trust. She is the treasurer of the Dane County Pro Bono Trust fund, and she is a volunteer Mediator with the Dane County  Bar Association Case Mediation Program.    In addition to the Wisconsin State Bar Association and Dane County Bar Association, Julie is a member of  the National Academy of Elder Law Attorneys (including the State Chapter), and the Madison Estate Counsel.

Julie resides in Fitchburg with her partner, Jeffrey Gaie. Together they are blessed with four daughters, Jeffrey’s two teen daughters and Julie’s two young adult daughters who keep them busy and grateful for the blessings of family.

With a warm, down-to-earth approach, Nicole makes what can feel like an overwhelming process simple, personal, and empowering.

Before joining Wayne Law, she founded and ran her own estate planning firm, where she was known for guiding clients with empathy, clarity, and a deep respect for the stories behind every plan.

Nicole is honored to be part of Morgan’s Caring Connection, a mission that holds deep personal meaning and reflects her own commitment to helping families feel cared for, even in life’s most challenging moments.

When she’s not working with clients, Nicole enjoys reading a good book, kayaking on the lakes in Minocqua, and relaxing with her husband, dog, and three cats.

In his role as Guardian ad Litem, Peter advocates for the best interests of the individual before the court.

Peter began his career as a criminal defense attorney where he spent thousands of hours in court arguing on behalf of his clients. Applying this experience to Guardianship cases allows Peter to have a comprehensive understanding of the differing perspectives present in all Guardianship cases along with his experience arguing before a Judge and Jury.

Peter was born and raised in Seymour, Wisconsin. Peter received a Bachelor’s degree from the University of Wisconsin – Green Bay where he studied History. He then received his Juris Doctorate degree from Marquette University in 2008. Peter now resides in the Fox Valley with his wife Kari and their two children.

She was in the first class to graduate SNC’s 3+3 law program with MULS. Abigail is from the Fox Valley and has now returned to serve her community through education and comprehensive planning.

Abigail focuses on Estate Planning, Long-Term Care Planning, and has a focus on Special Needs Planning. She is a member of WealthCounsel, ElderCounsel, National Academy of Elder Law Attorneys (NAELA), WINAELA (Wisconsin Chapter), the Wisconsin Council of Estate Planning Attorneys, and the Elder Law and Special Needs Section of the State Bar of Wisconsin.

 Outside of the office, Abigail enjoys gardening, reading, going up north, and spending time with her husband, Jacob, and their son, Theodore.

She provides comprehensive wealth management services to her clients including guidance on financial planning, budgeting, retirement, and how to navigate unforeseen life transitions. She specializes in helping families and individuals with disabilities and special needs and enjoys taking complex situations and breaking them down into solvable problems for her clients. Previously, she worked as an Associate Advisor at Wipfli Financial Advisors, where she assisted in the servicing of high net worth individuals and families.

In addition to her work in the industry, Stephanie is very active in her community, previously serving as a Big Brothers Big Sisters mentor. Originally from Caledonia, MN, Stephanie now resides in Madison, WI and enjoys camping, reading, and spending time with friends and family in her spare time.

“Growing up in a large family, I understood at an early age the value of saving and budgeting. Life can be unpredictable, and helping people through times of great turmoil and change and empowering them with information and guidance is why I do what I do.”

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.

They have 2 beautiful daughters Mikayla 16 and Avry 10.   

Missy has been a financial advisor for over 20 years with Northwestern Mutual. Missy has been a special needs mom for 16 years.  Her angel Mikayla has brought the most amazing new opportunities into her life including the passion and opportunity to serve families like hers through a practice with a niche focus on special needs financial planning.  Missy works with families like hers in over 30 states and trains other financial advisors around the country on how to plan for the unique needs of a lifelong dependent.  Throughout her entire career impacting families and delivering a holistic financial plan is what it has been all about. 

Missy sits on the Board of Best Buddies, and the Parent advisory board for the Muskego School district additionally she serves as the DFEL for the school district. Missy is very active volunteer and fundraiser at Children’s Wisconsin, she has developed a neurosciences fund at Children’s hospital that is funded annual with a golf outing she hosts, holds an annual holiday toy drive, and is an active therapy dog team visiting family’s inpatient.  Making an impact in the community, her practice, and her family is the driving motivator every day for Missy. 

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.

She has over a decade of experience helping people understand Medicare, Medicaid, and Social Security benefits. At Prairie Grove Insurance, Carrie and her team take an educational approach, walking clients through their options so they can make the decision that’s truly best for them.

She knows that insurance and government programs can feel overwhelming, especially for those trying to sort through Medicare rules, Medicaid eligibility, or the differences between SSI and SSDI. Carrie’s passion is breaking things down in a way that’s clear, simple, and practical, so no one feels lost in the process.

Carrie lives in Cottage Grove with her husband, their two sons and the family dog. When she’s not meeting with clients, she enjoys spending time with family, traveling, and staying active in her community.

Having worked in various industries before finding a passion helping others in the insurance industry…he brings a unique perspective to helping his clients understand risk. He obtained his Certified Insurance Counselor (CIC) designation in 2015 and takes an education-based approach to helping his clients. Jason feels that many people look at insurance as a commodity- looking for the best price while sacrificing important coverage. He approaches things in a consultative manner making sure to discover the important and pertinent coverage before working with various providers to find the most competitive pricing. He really listens, getting to know and understand the challenges and issues his clients face. He does most of his business by referral and looks to be a partner/advisor to his many clients. Jason works closely with national REIA (Real Estate Investors Association) and travels statewide helping to insure them and their properties. Jason attended DeVry University for a degree in Electronics, has lived in Chicago, New York, and many locations around the Midwest. He lives in Verona with his wife Abby and daughter Delaney.  Jason and his wife own five businesses between he two of them.

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.

I often works with seniors, but clients can also include people with disabilities, busy professionals and high net-worth individuals – essentially, anyone who no longer wants to handle their day-to-day household financial tasks alone. Erin is a member of the American Association of Daily Money Managers.

I have decades of business experience, including in the insurance and real estate industries, as well as expertise in communications, public relations and journalism. I’m determined, curious, and a strong communicator, all qualities that serve my clients. In my role as a Daily Money Manager, I often works as part of a client’s professional care team and with family members. While paying bills and helping with daily finances, I watch for and can investigate charges that appear fraudulent or inaccurate. I’m patient and empathetic and brings a warm sense of humor to her work. Daily financial tasks can quickly become overwhelming, and I want to help ease that stress for my clients.

In my free time, I like to read, travel, see live music and am part of the volunteer team that puts on the annual Sugar Maple Music Festival in Madison.

I am a firm believer in the ‘golden rule’ of treating others the way I would want to be treated. No matter the circumstances you may be facing that have brought you here, I look forward to creating a customized game plan to achieve the goals you have in mind and getting your questions answered based on experience, facts, and local market data. (Restaino)

I am a Mortgage Advisor with Compeer Financial who specializes in rural homes, land purchases, construction and unique property lending. I enjoy building lasting relationships with clients, real estate professional and community partners. Whether it’s purchasing a first home, refinancing or seeking specific financial needs, my goal is to provide clarity, support and flexibility every step of the way. I am also involved with the Realtors Association of Southcentral Wisconsin, serve as EMS captain for my local EMS/Fire non-profit organization, and serve on variety of local community organizations.  

Outside of work I am an EMS volunteer and enjoy spending time in the outdoors with my family in Southwest Wisconsin. Having grown up, living and working in the same community, I deeply believe in the importance of giving back and staying actively involved.

As the General Manger of one of Madison’s longest standing remodeling companies, W.E. Davies & Sons Remodeling, Kyle and his brother Tyler also oversee their handyman divison. W.E. Davies & Sons Handyman Services, offers help and assistance to those in need of smaller repairs and fixes. Whether it be cleaning your gutters out before winter, unveiling patio furniture in the spring/summer months, or installing grab bars and handrails for safety, they truly want to help homeowners stay in their home hassle free.

Their shared upbringing and strong ties to the community have shaped the company’s values and mission. 

Experience “The Lange’s Way.” At Lange’s Painting, our mission is to simplify the lives of our clients by delivering superior quality painting services that combine performance with value. We strive to establish lasting relationships with our customers by exceeding their expectations and gaining their trust through exceptional communication and ethical standards. We are dedicated to offering meticulous attention to detail and quality control, ensuring that we enhance the look and feel of every project Lange’s Painting completes.

We are a full service painting contractor. Our list of services include: Painting, staining, trim painting, brick painting, patio sealing, clear coating, garage epoxy, drywall repair, wallpaper removal & installation, cabinet refinishing, and linear footage coatings in our prefinishing shop.

When we are not painting you can find us: Spending time with our family, friends and the golf course. 

‌Our students range in age from 4 to adults. We enjoy working with various ability levels. Many of our students benefit from training in an adaptive martial arts program. Instructors build and modify each student’s curriculum to accommodate student and parent goals. We can accommodate the special needs of any student.

With over a decade of experience managing personal care services across 12 counties in southeastern and central Wisconsin, Carrie is dedicated to advocating for patients and collaborating with state and county programs to deliver safe, effective care at home. She specializes in assessment, staff training, and case management for individuals of all ages with complex needs. Carrie is passionate about building relationships that strengthen personal care services and enhance the quality of life for those she serves.

a virtual parent training and support company dedicated to empowering families of children with autism and developmental needs across Wisconsin. With a strong clinical foundation and a passion for caregiver education and collaboration, Elizabeth brings a decade of experience in applied behavior analysis (ABA), early intervention, and family-centered care.

Elizabeth holds a Master of Science degree in Psychology specializing in behavior and has worked in a variety of roles supporting neurodiverse individuals in homes, schools, centers and community settings. Through Brighter Behaviors, she offers accessible, individualized parent coaching sessions, educational resources, and behavior support rooted in evidence-based practices.

Her professional focus includes:

• Virtual ABA-based parent coaching
• Toilet training and daily living skill development
• Challenging behavior prevention and intervention
• Enhancing communication (vocal, AAC, sign)
• Navigating autism diagnoses and ABA waitlists
• Supporting families during service transitions
• Creating behavior strategies tailored to the unique needs of each child and family

 Whether she’s guiding parents through new behavior strategies or helping caregivers build confidence in their roles, Elizabeth is driven by the belief that every family deserves tools, understanding, and support tailored just for them.

Samaritan provides compassionate, inclusive counseling for ages 10 and up with services that address a wide range of mental health needs. In her role, Angela oversees daily operations, staff development, marketing, insurance billing, and strategic growth, with a strong focus on accessibility and holistic care.

Outside of work, Angela is the proud mom of a spirited daughter and a rescue husky who both keep her plenty busy. She enjoys painting, music, and spending time with her husband and family. In her “free” time, she also runs three small businesses, including creating handmade earrings, which she sells at Samaritan and donates a portion of the proceeds back to support its mission.

where she provides comprehensive speech, language, and swallowing services for individuals of all ages.

Lauren is a certified endoscopist specializing in Fiberoptic Endoscopic Evaluation of Swallowing (FEES) and offers outpatient swallow studies to improve access to advanced diagnostics. Her expertise spans the continuum of care, including acute care, inpatient rehabilitation, home health, skilled nursing and short-term rehabilitation, and long-term care/memory care. She also brings specialized training in pediatric dysphagia, complementing her passion for early intervention, language development, Autism spectrum disorders, and childhood apraxia of speech.

Dedicated to mentoring, Lauren supports graduate students and clinical fellows in building confidence, competence, and a strong foundation in evidence-based practice. She is actively developing AAC (augmentative and alternative communication) educational materials, bridging research with practical tools for clinicians, patients, and families.

At the core of her work is a driving belief: everyone has the right to a voice and access to communication. Her mission is to elevate patient care, empower clinicians, and expand access to high-quality speech-language pathology services through innovation, mentorship, and community-focused practice.