Rita joined our firm a few years ago, and has since become an integral part of our family.
She brings her professionalism, management experience, and attention to detail to our team. As Client Services Director, Rita manages and tracks the flow of client information among our team members to make sure our clients’ estate plans are implemented
in a timely, effective manner. Throughout the process, Rita ensures that our clients are informed, engaged, and treated with the highest level of professionalism.