Kathleen's journey in education and non-profit work led her to transition into the trust industry, where she applies her knowledge and skills to help clients with government benefits and managing trusts and estates. With her background in education, Kathleen has a unique perspective and understanding of the so...

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Kelly attended the University of California, Los Angeles where she received a Bachelor’s of Science in Sociology with an emphasis in Business Administration. She received her Juris Doctor degree from the Arizona State University College of Law. While in law school, Kelly served as an extern with the City of Scott...

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Emily counsels individuals, couples, families, and fiduciaries on legal matters related to long term care planning (Medicaid/ ALTCS planning), special needs trusts, guardianship, conservatorship, trust administration, probate, estate planning and more.   Emily earned her Bachelors of Science from A...

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