Personalized Lifetime Advocacy & Support

A steadfast presence
across every chapter of life.

Mountain valley with winding road
Continuity
A consistent, trusted presence that is steady and unwavering across every dimension of life.
Advocacy
Dedicated, thorough representation of each client’s best interests.
Support
Thoughtful, dignified, whole-life support that recognizes every client as the unique individual they are.
Lifetime Advocacy|Family Support|Trustee Collaboration |Cognitive Health|Mental Well-Being| Whole-Life Stability|Continuity Planning & Implementation| Lifetime Advocacy|Family Support|Trustee Collaboration |Cognitive Health|Mental Well-Being| Whole-Life Stability|Continuity Planning & Implementation|
Who We Serve

Expertise where it matters most.

Our knowledgeable, experienced, and trusted team addresses the lifetime needs of individuals with significant mental and cognitive health challenges—needs that will evolve with them throughout their lives.

Working in collaboration with existing providers and support systems, we are dedicated to ensuring that every layer of a client's life remains purposeful, stable, and aligned.

MONTCLAREN provides the calm, consistency, and stability that is critical for our clients' well-being. We preserve family intent, honor individual identity, and adapt as circumstances evolve throughout the decades.

Families & Adult Children
Dedicated support for families navigating the long-term advocacy needs of a loved one with mental or cognitive health challenges—throughout every stage of life.
Connected Support
Bridging advisors, support teams, and family—ensuring every recommendation is understood and carried through consistently in a client's day-to-day life.
Lifetime Planning
Proactive frameworks designed to anticipate and respond to how a client's needs, relationships, and circumstances evolve—not just today, but throughout every decade.
Our Approach

Our Promise.

At MONTCLAREN our clients' best interests are always at the forefront of everything we do. We see and appreciate every client for who they are as a unique individual—and we treat each client with the dignity they deserve.

Focusing on the well-being of our clients across the full spectrum of their lives, we work to build trust and good relationships with everyone who interacts with our clients.

MONTCLAREN brings a comprehensive perspective to each client and their family. We learn exactly what families envision, we understand how the trustee functions, and—most importantly—we make our client our collaborative partner to ensure their stability.

As MONTCLAREN grows, we are committed to giving back: donating time and support to attorneys and trustees appointed by the courts, and providing our frameworks to families who desperately need the life-changing value of proactive planning but have limited funds. It is our sincere hope that our comprehensive system will help destigmatize those who have a broad scope of challenges.

Clients Are Always Our Top Priority

Everything we do is driven by the answers to one question—what is best for this individual?

Dignity Without Exception

We see every client as a whole person with their history, identity, and preferences—not simply as a situation to be managed.

Changing the Conversation

Through our presence and our advocacy, we work to shift how mental and cognitive health challenges are understood and how those who live with them are seen.

Leadership

Vision, experience, and purpose.

Tom Scholl
Tom Scholl
Chief Executive Officer & Founder
Julie Rose
Julie Rose
Chief Operating Officer & Co-Founder
Shelia Kirkbride
Shelia Kirkbride
Chief Mental Health Services Officer & Co-Founder
MONTCLAREN supports individuals with mental and cognitive health needs by ensuring that the full context of their life remains stable, structured, and aligned.
Why MONTCLAREN

Whether you are planning ahead or navigating now—this is where the conversation starts.

MONTCLAREN is not a care management company. We are not a legal firm. We are the steady, independent, expert presence that connects every part of a client's world and keeps it connected throughout time.

When trustees, families, and advisors face questions that no single professional can answer alone—such as how to truly support someone with complex, lifelong challenges—MONTCLAREN provides the framework, support, and the continuity that is essential.

Where others specialize, we synthesize. Where others advise and move on, we stay.

The calm, the consistency, and the continuity our clients deserve.
MONTCLAREN was founded to serve as our clients' lifetime partner, well-being advocate, and trusted support system—proactively providing stability throughout the decades, not just reacting to a crisis.
We are relationship driven—not transactional.
We are a peace-of-mind provider for families caring for those with mental health challenges.
MONTCLAREN serves as a trusted partner for trustees navigating complex beneficiary relationships.
We provide trustees with the clear foundation they need to make informed decisions and ensure that our client's lived reality is fully supported.
Our System
Active & Evolving

A purpose-driven platform, built on proven practice.

MONTCLAREN leverages a purpose-driven platform that supports our clients, their families, and trustee partners—designed with clear principles that guide us: discretion, continuity, and whole-life coordination.

Let's Connect  →
Secure Client Portal
A private, encrypted environment for clients, families, and authorized advisors.
Continuity Intelligence
Tools designed to support long-term planning and coordination across a client's lifetime.
Advisor Coordination
Structured tools for trustees, legal counsel, and support teams—all in one secure place.
Contact Us

Let's have a conversation.

Please reach out and connect with us to learn more. All inquiries are held in complete confidence. A member of the MONTCLAREN team will respond to you within one business day.

Phone
(301) 363-1564
E-Fax
(227) 236-2855
Availability
Monday through Friday, 9am to 5pm EST

All inquiries are treated with complete confidentiality. We will never share your information.

Portal Access

Your secure access portal.

MONTCLAREN's portal provides dedicated access for every member of our community—professionals, clients, and subscribers—each with their own private, secure environment for resources, updates, and direct communication with the MONTCLAREN team.