Bari Vallas was an attorney practicing in civil litigation for 20 years before teaming up with our firm. As Funding Coordinator, Bari assists with the review and organization of asset information for each client, prepares a customized Family Wealth Inventory, and works diligently with our clients and their financial institutions to make sure their assets are properly funded in coordination with their estate plans.
Jenny Cogswell has over 15 years of experience in estate planning and real estate law. She is responsible for the…
Client Relationship Coordinator
Paula Woolley welcomes new clients to our office, educating them about our unique approach to estate planning. She also manages…
Thomas J. Wall, Jr., Esq.
Since 1994, Thomas J. Wall, Jr. has practiced in the trust and estate planning areas. Prior to founding his firm in 2004,…