Danielle Read
Manager, Estate Planning Service
Emma Osborne
Sr. Estate Planning Strategist
Evan Fingert
Estate Planning Strategist
Florencia Marconetti
Estate Planning Service Specialist
Gabriella Bitar, J.D.
Estate Planning Strategist
Gabriella Lopez
Estate Planning Strategist
Gabriella Pizzoferrato, JD
Estate Planning Strategist
Heather Johnson
Estate Planning Service Specialist
James Johnstone
Sr. Estate Planning Strategist
Jasna Veledar
Director, Estate Planning
Jaydn David
Estate Planning Strategist
Jenna Elliott, JD, LL.M.
VP, Estate Planning
Julia McCoy
Sr. Estate Planning Service
Kaya Law
Manager, Estate Planning Service
Kelly Haffner
Estate Planning Strategist
Linda Adams
Estate Planning Service Specialist
Marcela Carreon
Estate Planning Service Specialist
Melinda Schlinsog
Estate Planning Strategist
Nita Taylor
Estate Planning Service Specialist
Rebecca Rushton
Sr. Estate Planning Strategist

