Trevor will be assisting on our Estate Administration team as he learns under the guidance of Keith Tokerud and Jon McCarty.
Keith Tokerud focuses his practice on helping clients protect their families and their wealth and helping his business-owner clients plan for the most important financial event of their lives: the transition out of their business.
Jon has been serving clients and their families for 30 years. Since joining the firm in 1992, Jon’s practice has focused on estate planning, estate and trust administration and special needs planning.
Charlene serves the firm by acting as Keith Tokerud’s executive assistant and as the Trust Funding Coordinator.
Chris serves the firm by greeting clients at the front desk, providing general legal assistant services, and is part of the Funding Team.
Sammatha serves the firm by acting as Jon S. McCarty’s executive assistant, the firms Marketing and Peace of Mind Protector Program Coordinator.
Jeanne serves the firm by assisting with the Estate and Trust Administration processes and providing general legal assistant services.