Dedicated to Providing Clarity: Estate Planning Specialist
Taking the first step towards peace of mind should be easy. Brooke Shanahan serves as a Client Support Specialist, who is here to make the estate planning journey as comfortable and straightforward as possible. She is dedicated to answering questions, guiding clients through the process, and scheduling important document signings. Brooke’s goal is to ensure that clients feel supported and informed every step of the way, helping them take the first step toward peace of mind with ease.
Team Member Since 2024
We have reached the final week of Feel Good February! Over the last three weeks, we’ve secured your team with the Guardian Duck, organized your assets with the Treasure Duck, and ensured your personal care with […]
Welcome to Week 3 of Feel Good February. So far, we’ve secured our team with the Guardian Duck and organized our assets with the Treasure Duck. This week, we introduce a guide that handles one of the […]
Welcome to Week 2 of Feel Good February! Last week, we secured our “helpers” with the Guardian Duck. This week, we are shifting our focus to the things you own and the […]
