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About Us
Our Team
Karen Soler
Phil Saunders
Justin Goldstein
Mary Arena Hagan
Sharon Davis
Jennifer Lea
Alexis Salonica
Ashley Layton
Becky Blobner
Jesse Wyels
Roger Bolick
Jennifer Lombardi
Beth Ross
Vanessa Rodriguez
Jim Wilkinson
Emily Brok
Martha Munoz
Cameron Daniel
Megan Poland
Matt Davis
Jackie Fernandez
Nicole Pyzoha
Tamia Mickens
Natasha Villa
Keila Contreras
Andrea Krol
Jena Lugo
Elizabeth Molloy
Alexandra Leekam
Maria Chapman
Our Services
Settlement Planning
Account Administration
Settlement Protection Trust
Special Needs Trusts
Master Trust for Minors
Master Trust for Adults
Contact Us
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What We Do
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