Phyllis L. Joe, JD, LLM, Client Relationship Officer, is promoted to Vice President, Lead Wealth Planner. Phyllis holds an LLM in Taxation and has achieved Board Certification in Estate Planning and Probate Law. In her new role, Phyllis will advise on sophisticated estate and wealth planning strategies including wealth transfer, tax planning, philanthropic matters, and business succession planning firm-wide. Kelsey R. Giltner, JD, Client Relationship Officer, is promoted to Vice President, Senior Relationship Officer. Kelsey will lead the delivery of investment, planning, fiduciary, administrative, and family office services for a select group of client families.
"We are excited for these incredibly talented individuals," notes
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