Eric Jorgensen
CFP® | Disability Planning & Public Benefits | Systems Thinker | Fixer of Broken Processes
- Role
- Director of Special Projects at First Maryland Disability Trust, Inc Fmdt
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Eric Jorgensen
I’m a Certified Financial Planner™, retired Navy Chief, and disabled veteran who brings a…
Experience
Director of Special Projects
First Maryland Disability Trust, Inc Fmdt
Mar 2025 — Present · MD, US
First Maryland Disability Trust specializes in cost-effective, special needs disability trustee services designed to enhance beneficiaries’ quality of life. We provide families, friends, and individuals with the tools to plan for current and future needs. All while protecting eligibility for public disability benefits.Supporting and encouraging families to plan for the future, including:Special Needs TrustsSpecial Needs PlanningSettlementsInheritance & Unplanned FundsSocial Security Administration (SSA) AwardsWe serve as Financial Power of Attorney, Representative Payee, and Guardian of the Property for those in need.
Education
Saint Leo University
Bachelor’s Degree
2007 — 2009
University of Maryland University College
Master of Business Administration - MBA
2016 — 2017
University of Maryland University College
Master’s Degree
2012 — 2016
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