Meet the Advisors

 

We are specialists in helping families and individuals understand, plan and then act on their goals and dreams.

The Trust Experts in Our Team

 

Our team of experts comprises of Attorneys, CPA's, and Enrolled Agents to help our clients navigate through proper trust structure. Our team is here to support our clients with any legal or tax questions they may have when utilizing the trust to meet their objectives.

Our people are key to our success. It’s their expertise that guides our clients at every stage of the consulting process. It’s their experience that drives us forward.

Schedule a strategy session with a Trust Consultant today

April Rose Mora
 

CA Sales Manager

 

Fred  Mayers

 

Sr. Trust Consultant

Gavin Mora
 

CA Business Development Manager