Our primary goal is to walk with you as you navigate the complexities of our tax and legal system. We help you understand your choices and how to carefully select the path that is best for you. We can meet with you at your home, your accountant's office, your advisor's office, or one of our conveniently-located offices. Complete the form below with general inquiries, or see the list below to contact us directly. Using the form, you can also request an appointment with us during the time that works best for you, and we will do our best to accommodate you.
Office: (260) 824 - 9377
Toll-Free: (888) 299 - 9377
Fax: (260) 824 - 9675
firstname.lastname@example.org – General e-mail box for questions or to send information when unsure which staff member to send to.
email@example.com – Dan Gordon
Concentrates talents on estate planning, administration, and succession planning.
firstname.lastname@example.org – Anthony (Tony) Crowell
Concentrates talents on business organization, business transactions, and real estate transactions.
email@example.com – Michelle Adler
Concentrates talents on estate planning, business organization, and succession planning.
Staff at the Bluffton Office
firstname.lastname@example.org – Mary Blair
Concentrates talents on creating estate planning documents.
email@example.com – Lisa Reynolds
Concentrates talents on creating estate planning documents, coordinating attorney schedules, and managing signing appointments.
firstname.lastname@example.org – Ashley Baller
Coordinates and oversees client files, manages daily administrative operations, and assists in the areas of estate planning, and estate and trust administration.
email@example.com – Kristy Hensley
Receptionist for our Bluffton office.
Staff at the Rochester Office
firstname.lastname@example.org – Carmie Rangel
Concentrates talents on deed preparation and is the receptionist for our Rochester office.