Learn about our Team and Culture
James Lange
CPA/Attorney
Out Estate PlanningGlenn Venturino
CPA
Out Estate PlanningDaryl Ross
Legal Assistant & Notary
Out Estate PlanningDonna Master
Bookkeeper
Out Estate PlanningEric Emerson
Senior Internet Marketing Director
Out Estate PlanningMatthew
Schwartz, Esq.
Attorney at Law
Out Estate PlanningKaren Mathias
Attorney at Law
Out Estate PlanningShirl Trefelner
CPA, CSRP
Out Estate PlanningAlice Davis
Client Services Coordinator
Out Estate PlanningSteven T. Kohman
CPA, CSEP, CSRP
Out Estate PlanningDiane Markel
MBA, CPA
Out Estate PlanningSandy Proto
Project Manager
Out Estate Planning