Our Team
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Bari Vallas, Funding CoordinatorBari Vallas, Funding Coordinator, was an attorney practicing in civil litigation for 20 years before joining our firm. As Funding Coordinator, Bari assists with the review and organization of asset information for each client, prepares a Family Wealth Inventory, and works diligently with our clients and their financial institutions to make sure their assets are properly funded in coordination with their estate plans. |
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Jenny Cogswell, ParalegalJennifer Cogswell, Paralegal, has almost 10 years of experience in estate planning and real estate law. She is responsible for drafting our clients’ estate planning documents and works with Thea to make sure our clients’ wishes are translated into accurate, legally-binding documents. |
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Kimberly Locke, Client Services DirectorKimberly Locke, Client Services Director, joined our firm in September 2007 after being “at home” full-time with her two young children for six years. With over ten years of experience managing projects in Marketing Communications, Kim brings her professionalism, management experience, and attention to detail to our team. As Client Services Director, Kim 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, Kim ensures that our clients are informed, engaged, and treated with the highest level of professionalism. |
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Paula Woolley, Client Relationship CoordinatorPaula Woolley, Client Relationship Coordinator, welcomes new clients to our office, educating them about our unique approach to estate planning. She also manages our client database and helps coordinate our calendar. A mother of two grown children, Paula is dedicated to helping families protect what they love by doing her part to nurture lifetime relationships with our clients. |