Drag
Start Your Plan

Explore our team.

Arlington, TX

1301 S Bowen Rd, 1st Floor, Arlington, Texas, 76013

Beige mid-rise building rises up, its regular vertical windows lining the facade; entrance steps face a circular paved driveway, bordered by manicured lawn and small trees under a blue sky.

Charlotte, NC

4037 E Independence Blvd, Charlotte, NC 28205, USA

Glass office building reflects golden sunlight across its curved facade, adjacent to another glass structure; trees and a pedestrian skybridge sit at street level in an urban plaza.

Dallas, TX

15305 Dallas Parkway 12th floor, Addison, TX 75001, USA

Greensboro, NC

717 Green Valley Rd Suite 200, Greensboro, NC 27408

Houston, TX

2600 South Shore Boulevard suite 300, League City, TX 77573, USA

Glass-and-concrete office building rises above a multi-level parking podium, framed by small trees and shrubs beneath a clear blue sky.

Valley Stream, NY

70 E Sunrise Highway suite 500, Valley Stream, NY 11581, USA

Broomfield, CO

390 Interlocken Crescent suite 350, Broomfield, CO 80021, USA

Rectangular beige office building faces the viewer, its repetitive rows of dark windows spanning multiple stories; leafy green trees occupy the foreground beneath a blue sky with scattered clouds.

Denver, CO

7900 East Union Avenue suite 1100, Denver, CO 80237, USA

White multi-story building with vertical fins rises beside a rocky cliff, partially obscured by tall evergreen trees against a clear sky.

The Woodlands, TX

2002 Timberloch Place suite 200, The Woodlands, TX 77380, USA

Curved modern office building with horizontal glass bands stands beside a pond, its façade reflecting in the water; grassy lawn and shrubs in foreground under a bright blue sky.

North Charleston, SC

Faber Center, 4000 Faber Pl Dr Suite 300, North Charleston, SC 29405

Two-story glass-front building framed with green accent, standing behind steps and a landscaped courtyard under a blue sky; interior shows tables and chairs visible through windows.

Canton, OH

2014 Champions Gateway suite 301, Canton, OH 44708, USA

Columbus, OH

100 East Campus View Boulevard suite 250, Columbus, OH 43235, USA

Object: two-story storefront with blue awnings and a wall-mounted logo. Action: windows and doors sit closed, reflecting sunlight. Context: brick base and white facade beneath clear blue sky.

Flowood, MS

232 Market Street, Flowood, MS 39232, USA

Brick three-story rowhouses line the street, with columned porches, sash windows and parked cars along the sidewalk under a clear blue sky.

Portland, ME

254 Commercial St suite 245, Portland, ME 04101, USA

Oak Park, IL

1010 Lake Street suite 200, Oak Park, IL 60301, USA

Three-story beige institutional building fronts a manicured lawn, flanked by palm trees and hedges, under a bright blue sky.

Boca Raton, FL

2255 Glades Road Suite 324A, Boca Raton, FL 33431, USA

Fort Myers, FL

9160 Forum Corporate Parkway suite 341, Fort Myers, FL 33905, USA

A glass-and-stucco office building stands behind a low brick sign reading "Sun Tan"; xeriscaped rocks and small trees line the sunny suburban lot beneath a clear blue sky.

Chandler, AZ

3100 West Ray Road ste 201, Chandler, AZ 85226, USA

Glass-clad eight-story office building reflects blue sky and nearby trees, sitting amid a landscaped parking lot and driveways in a suburban business park with distant mountains.

Laguna Hills, CA

23046 Avenida De La Carlota suite 600, Laguna Hills, CA 92653, USA

Bentonville, AR

1202 McClain Rd, Bentonville, AR 72712, USA

A brick-and-glass 14-story office tower stands prominently, its stepped facade and pyramidal rooftop overlooking surrounding low-rise commercial buildings, parking lots, tree-lined streets, and a bright blue sky.

Overland Park, KS

7500 College Boulevard suite 100, Overland Park, KS 66210, USA

Des Moines, IA

5550 Wild Rose Lane suite 400, West Des Moines, IA 50266, USA

Windsor, CT

360 Bloomfield Ave Suite 301 Windsor, CT 06095

Joliet, IL

1000 Essington Rd, 1st Floor, Joliet, Illinois, 60435

Park Ridge, IL

350 S. Northwest Highway, Suite 300, Park Ridge, Illinois 60068

A rectangular multi-story office building faces a trimmed lawn, its horizontal bands of dark windows and central glass entrance reached by steps and a flagpole beneath a clear blue sky.

Westmont, IL

999 Oakmont Plaza Dr, Westmont, IL 60559

A two-story modern office building with a dark glass central atrium and light concrete facade; leafless trees and low shrubs line the front; empty street and overcast sky.

Chesapeake, VA

1545 Crossways Blvd suite 250, Chesapeake, VA 23320, USA

Curved glass office tower reflects blue sky, its stepped concrete-and-glass facade rising above adjacent parking lots and low-rise office buildings in a suburban business-park setting under clear weather.

Indianapolis, IN

8888 Keystone Crossing suite 1300, Indianapolis, IN 46240, USA

Three-story brick office building with a glass-walled atrium stands behind a striped mowed lawn under a clear blue sky.

Carmel, IN

303 Congressional Boulevard suite 200, Carmel, IN 46032, USA

Multi-story dark-glass office tower rises; sunlight hits stepped terrace edges, reflecting blue sky. Urban context: adjacent high-rises, streets and parked cars at its base under scattered clouds.

Southfield, MI

2000 Town Center suite 1900, Southfield, MI 48075, USA

Coral Gables, FL

2332 Galiano Street, Coral Gables, FL 33134

Tampa, FL

2202 N Westshore Blvd suite 200, Tampa, FL 33614, USA

Three-story brick office building stands behind a landscaped courtyard; rows of rectangular windows and a covered entrance canopy face a paved walkway and leafy trees under a blue sky.

South Austin, TX

Building 1, 901 Mopac Expressway South, Suite 300, Austin, TX 78746

Chesterfield, MO

100 Chesterfield Business Parkway 2nd floor, Chesterfield, MO 63005, USA

Three-story white office building with large glass windows reflecting sunlight; landscaped lawn and young trees line a curving walkway and driveway in front, beneath a clear blue sky.

Jacksonville, FL

10752 Deerwood Park Blvd ste 100, Jacksonville, FL 32256, USA

Raleigh, NC

8601 Six Forks Road suite 400, Raleigh, NC 27615, USA

Madison, WI

2810 Crossroads Dr, Madison, WI 53718

A three-story concrete parking garage with open sides stands beside a grassy lawn with small trees and shrubs under a blue sky with scattered clouds.

West Allis, WI

10150 West National Avenue suite 202, West Allis, WI 53227, USA

Red-brick institutional building dominates the foreground, featuring arched entrances and round windows; sunlight illuminates a tree-lined street with parked cars beneath a clear blue sky.

Memphis, TN

1661 International Drive suite 400, Memphis, TN 38120, USA

Berwyn, PA

1055 Westlakes Drive, 3rd Floor, Berwyn, PA 19312

Philadelphia, PA

500 West Office Center Drive suite 400, Fort Washington, PA 19034, USA

Multi-story office building stands at a street corner, its glass-and-concrete facade rising over sidewalk trees and parked cars, with an overcast sky above.

Plano, TX

6860 N Dallas Parkway suite 200, Plano, Texas 75024, USA

Lexington, KY

3499 Blazer Parkway suite 330, Lexington, KY 40509, USA

Brick two-story commercial facade: central black door flanked by large glass storefront windows, two upper-floor windows with small metal balconies; signage is visible on windows and door but illegible at this resolution.

Oklahoma City, OK

435 North Walker Avenue suite 101, Oklahoma City, OK 73102, USA

Austin, TX

13785 Research Blvd suite 125, Austin, TX 78750, USA

Round Rock, TX

1 Chisholm Trail Rd suite 450, Round Rock, TX 78681, USA

Two-story red-brick office building with arched entrance and canopy stands beside a mostly empty parking lot, shrubs and trees under a partly cloudy sky. Sign above entrance is illegible.

Nashville, TN

9005 Overlook Blvd, Brentwood, TN 37027, USA

Fayetteville, AR

320 Rollston Ave # 103, Fayetteville, AR 72701

Three-story brick-and-glass commercial building sits on a street corner, its ground-floor storefronts illuminated and awnings extended, upper-floor windows glowing as bicycles and pedestrians pass at dusk.

Fort Worth, TX

1751 River Run suite 200, Fort Worth, TX 76107, USA

Grapevine, TX

1452 Hughes Road Suite 200 Grapevine, TX 76051

Brick storefronts line a wide road, with parked cars and landscaped shrubs in front, dense green trees rising behind, all under a clear blue sky.

Little Rock, AR

2725 Cantrell Road suite 107, Little Rock, AR 72202, USA

Tulsa, OK

1214 East 33rd Street, Tulsa, OK 74105, USA

A curved blue-glass office building reflects the clear sky, facing a landscaped plaza with paved walkway, low stone walls, planters, evergreen trees, and benches on a sunny day.

Walnut Creek, CA

1255 Treat Blvd suite 300, Walnut Creek, CA 94597, USA

Modern multi-story glass office building reflecting a pink-purple sunset; interior lights visible through windows; trees and parked cars line the street in front, urban commercial setting.

San Diego, CA

9655 Granite Ridge Drive suite 200, San Diego, California 92123, USA

Glass-and-steel office building rises five stories, its reflective windows banded by white panels; leafless ornamental trees and parked cars line the landscaped curb under an overcast sky.

Salt Lake City, UT

6975 Union Park Ave suite 600, Cottonwood Heights, UT 84047, USA

Estate Planning

Trust Administration

Executive Team

Financial Planning

Josh McBee

Team Support Specialist

Josh McBee

Team Support Specialist

Kalee Moran

Client Service Coordinator

Kalee Moran

Client Service Coordinator

Katherine Parmer

Estate Planning Attorney

Katherine Parmer

Estate Planning Attorney

View Bio

Kennedy Williams

Drafting & Funding

Kennedy Williams

Drafting & Funding

Laura Grumbine

Estate Planning Attorney

Laura Grumbine

Estate Planning Attorney

View Bio

Laura Pope

Estate Planning Attorney

Laura Pope

Estate Planning Attorney

View Bio

Josh Horner

Client Service Coordinator

Josh Horner

Client Service Coordinator

Lauren Otte

Estate Planning Attorney

Lauren Otte

Estate Planning Attorney

View Bio

Leah West

Client Service Coordinator

Leah West

Client Service Coordinator