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Meet Stewards for Special Needs

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We Educate Specialized Advocates

Representing the intersection of academics and the financial services industry, we’re committed to elevating the knowledge of financial services professionals to benefit those living with disability and special needs.

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Center Leadership

Joellen Meckley

Joellen Meckley


Executive Director of the American College Center for Special Needs
Executive Director, The American College Center for Women in Financial Services

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Our Strategic Guides

Kelly Piacenti, ChSNC®, 
Assistant Vice President,
MassMutual Financial Group

Jerry Hulick, CLU®, ChFC®, ChSNC®,
Senior Special Care Planner, 
The Washington Group Special Care Planning Team

Diane Enochs,
Executive Director, 

Pat Bergmaier, LUTCF®, ChSNC®, RICP®
Special Needs Financial Planner, 
1847 Financial

Bridget Wall,
Advanced Planning Attorney, 
Northwestern Mutual

Thomas Anderson,
Senior Director, Advanced Planning

Joshua Fishkind, Esq.,
CEO, Hope Trust

Leslie Mehalick, JD, LLM,
Supervising Partner, McAndrews, Mehalick, Connolley, Hulse & Ryan, P.C.

Tom Brinker, Jr. JD, LLM, PFS/CPA, AEP®, ChFC®,
Program Chair, 
ChSNC® Program, 
The American College of Financial Services

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Our Partners in Philanthropy

Center Founding Partner & Sponsor

National Strategic Philanthropic Partners

National Philanthropic Partners