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
Ah, the holiday season. A magical time of year filled with twinkling lights, festive cookies, and at least one family member who believes “Die Hard” is absolutely a Christmas movie […]
In a world that celebrates productivity and constant motion, estate planning often slips to the bottom of the to-do list. Between managing careers, raising families, caring for aging parents, and […]
Spending quality time with family is undoubtedly one of the best things about the holiday season. For those with aging loved ones, this time is especially precious. Beyond making cherished […]
