Meet the Team

Our office takes a team approach to bring you professional estate planning documents and services. For the past 30 years, we have helped our clients save billions and billions in estate taxes. In addition to helping with tax savings, we take pride in working together with you to create jurisdictionally independent and portable estate planning documents, so that wherever life may take you, your estate planning documents work for you.

Kim Johnson

Enrolled Agent

Leyla Munden

Paralegal

Riann Hamblin

Processor

Matt Fallon

Operations Manager

Sarah Weldon

Business Development Manager

Aspen Cashin

Education Coordinator

Zori Davis

Intake Specialist

Donna Pocano

Client Coordinator

Rick Durfee

Founder & Managing Attorney

Wendy Jerdon

Senior Attorney

Colleen Manley

Senior Attorney

Toby Tigges

Associate Attorney

Samuel Kelsall IV

Senior Attorney

Harmony Durfee

JD Paralegal

Harmony Durfee

JD Bar Pending

Brandon Moon

JD Bar Pending