(423) 432-7514
Helping make informed decisions since 2010.
When families face moments of transition...
...aging, incapacity, loss or complex financial responsibility - clarity and trust matter. Those times can feel overwhelming, but you don’t have to face them alone. I provide trusted fiduciary services, stepping in as Power of Attorney, Trustee, Executor, or Conservator when families need support.
My goal is simple: to protect what matters most while guiding you and your loved ones with care and compassion.
Trust Admin.
Professional appointed via your TRUST to help carry out your wishes directed by the trust document.
Power of Attorney
Also referred to as an Agent. This is someone that has the legal capacity to step in to assist with medical or financial tasks and decisions when you are unable.
Executor & Personal Rep.
Professional appointed via your WILL to help carry out your wishes directed by your will document.
Why choose a professional fiduciary?
Family members are often asked to serve as trustees, executors, or agents—but these roles can be demanding, time-consuming, and emotionally complex.
As an individual serving these roles I am less likely to be emotionally entangled, financially conflicted, or overwhelmed by the responsibility. My role is to faithfully carry out the duty entrusted to me.
A professional fiduciary offers
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Neutral decision-making free from family dynamics or conflicts of interest
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Consistency and accountability in complex legal and financial matters
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Experience navigating estate, trust, and court processes
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Reliability during emotionally difficult transitions
Our Partners
I believe a properly managed estate is accomplished through partnerships. Prudence doesn't invest your funds, draft your documents or file your taxes. I partner with your existing professionals and establish strong relationships to accomplish your goals.