Category - Our Support Team

Plan Coordinator As the firm’s Plan Coordinator, I help clients make sure their assets are...

Plan Administrator As our firm’s Plan Administrator, I draft documents for our asset protection and...

Business Manager Hello, my name is Allison Holien but you can call me Alli. I will be one of...

Administrative Assistant As our firm’s Administrative Assistant, I have a wide range of duties.I...

Director of Operations On any given day you will find me working on the items that optimize the...

Business Administrator  As our firm’s Business Administrator, I assist with business law matters...

Director of Client Relations As the Director of Client Relations, Jackie is passionate about...

Legal Assistant As a Legal Assistant, I assist with drafting and plan coordination, and work...

Paralegal I am the firm’s Elder Law Paralegal and work closely with our elder law clients. I assist...

Executive Paralegal I am the firm’s drafting and signing Executive Paralegal for estate planning. I...