Dedicated experts specializing in asset protection, financial strategy, and securing quality long-term care for your family.

Immediate Care Plan Advisor
Gerard helps families navigate the financial challenges that arise when a loved one needs long-term care. His focus is simple: help families understand their options, determine how much care will cost, and evaluate strategies designed to create sustainable income while protecting as much of the family's remaining assets as possible.

Director of Long-Term Care Planning at AdvisorShare
As Director of Long-Term Care Planning at AdvisorShare, Mitchell has dedicated his career to helping individuals and families create solutions when a loved one requires care — whether at home, in an assisted living facility, or in a nursing home.
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