(423) 432-7514
Practice Areas
People we serve
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Many times drafting the trust is straight forward for your attorney, but it's the long-term administration, compliance and client hand-holding that becomes challenging. I am here to remove that burden and come alongside to help.
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Family dynamics are not pleasant especially during a crisis, as an independent fiduciary I am able to settle that estate, navigate that trust or guide difficult decisions.
Legal Professionals
Families
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I work well with financial advisors and their clients when they may need a professional trustee, help navigating distributions, coordination of investments and real - life needs or when a neutral presence is needed.
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When residents or patients need someone to help oversee finances, engage in medical decisions or planning for Medicaid, I am hear to help.
Financial Advisors
Care Organizations
our solutions
Tailored for Your Needs
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Trust Administration
Serving as trustee or successor trustee, managing trust assets, distributions, reporting, and coordination with advisors.
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Executor / Personal Representative
Administering estates with efficiency and compassion—from probate filings to asset distribution and final accounting.
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Conservatorship Services
Court-appointed financial oversight for incapacitated adults or minors, including asset management, reporting, and compliance.
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Power of Attorney Representation
Acting under a valid Power of Attorney to manage financial AND medical affairs with responsibly and in alignment with the principal’s wishes.
Company Foundations
Built on Virtue
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Foresight in Planning
Wisdom with Action
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Discernment in Decisions
Self Control with Emotion
Testimonials
What others say about Prudence
Josh Davis, Financial Advisor
He’s dependable and caring and helps families navigate the difficult task of estate management, often during the time when the family is experiencing the most grief from the loss of a loved one.