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Experience

I specialize in assisting individuals with their estate planning needs.  I primarily work with clients who want to name a professional trustee to carry out the terms of their estate planning documents, usually their will and trust.

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Specializes In

I spent six months living in Valparaíso, Chile, when I was in college. When I came back to the states, I was fluent in Spanish. Unfortunately, my Spanish is not what it once was.

 

Additional Thoughts

Protecting trust assets from creditors
Drew Hayes Wealth Management
Article January 17, 2017 4 min read
Does your estate plan cover your digital assets?
Drew Hayes Wealth Management
Article April 1, 2016 3 min read
Consumer inflation edges higher in October
Jim Baird Wealth Management
Blog November 14, 2018 2 min read
Consumer sentiment holds steady in November
Jim Baird Wealth Management
Blog November 9, 2018 1 min read