Services

I take the time to understand each unique situation and build a plan to reach my clients' goals.  I have an extensive network of trusted experts who can assist in solving a variety of issues - attorneys, financial planners, healthcare experts, property managers and others.

Trustee

Faithfully execute the terms of a trust so that the wishes of the trust creator are carried out

Probate

Manage the  probate process so that estates are efficiently passed on to families and beneficiaries

Conservator

Respectfully and professionally manage the finances and/or personal care for my clients

Digital Security

Build logical, secure processes for managing clients' digital life and accounts

Money Management

Create clean, transparent systems for bill paying, budgeting and record management

Power of Attorney

Responsibly act on client's behalf in financial and legal matters                    

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