Experienced Advice From People You Can Trust

We are here for all of your Trust, Estate & Specialty Asset Management needs. With years of experience, our team has gained the knowledge necessary to help you with your financial goals.

Trust Services

Trusts can be established to easily transfer assets to one or more beneficiaries by appointing a trustee. The trustee must be a responsible and reliable person to manage assets as the grantor wishes. You can choose to have us as your Trustee, so you can have an unbiased, experienced, and reliable team by your side. Allison Rosburg and Keir Johnson from our Trust department will work closely with your attorney to ensure that your trust is managed professionally.

Estate Services

We are skilled at working with the designated Attorney to handle the affairs in the event of your, or a loved ones, passing. This includes, gathering assets and liabilities to begin the probate process. From there, we handle the liquidating of assets and settling of liabilities in order to make final distribution(s) and make it a smooth, worry free process for your beneficiaries. Let our skilled professionals ease some of the burden your family may experience after the death of a loved one.

Connect with Our TRust department

You are advised to not include sensitive or confidential information (i.e. Social Security #, account #’s or pass code ID information etc.) within any “unencrypted” email communication.

  • 100% Privacy Guaranteed. We will never sell your info.