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.
Trevor serves the firm as an Associate Attorney. His practice is focused on estate planning, probate, and guardianships.
Charlene serves the firm by acting as Keith Tokerud’s Executive Assistant and as the Operations Manager.
Samantha serves the firm by acting as Jon S. McCarty’s Executive Assistant, Marketing Coordinator, and Peace of Mind Protector Program Coordinator.
Chris serves the firm by acting as the Client Relations Specialist, a member of the Funding Team, and providing general legal assistant services.
Jeanne serves the firm by assisting with the Estate and Trust Administration processes and providing general legal assistant services.
Chafaye Urick serves the firm by acting as Trevor P. Funseth’s Executive Assistant and by assisting with the Estate and Trust Administration Process.
Henry serves the firm by acting as the Financial Coordinator.