Celebrating 12 Years In Business!

Thank you to my family, friends, professional network, and existing clients for sharing my name with others as I moved to a referral-only business this year! Word of mouth has become my greatest source of new clients, and I want to express my deep appreciation to everyone that has promoted my business over the past twelve years. It has been another year of nearly 300 clients finalized, with many more in process.

I am very fortunate to have so many gracious clients when it comes to scheduling flexibility as I plan around our family’s needs and activities. The heartwarming acceptance and encouragement of my family-centered career path continues to amaze me. I look forward to another year of providing pain-free (or at least minimally painful!) estate planning assistance!

Here’s to lucky number 13 - thank you for your support!