Trust Administration Team
With over a century of experience, our dedicated team guides you with genuine care and unwavering honesty, creating personalized financial journeys that prioritize your peace of mind and trust.
With over 30 years of experience and bilingual proficiency, Sara provides trust and estate administration, collaborating with clients to address their unique needs.
Sara is a Trust Officer with over 30 years of experience in trust and estate administration. In her role, she works closely with individuals and families to understand and address their specific trust and estate needs. Sara navigates the complexities of her work with care and is skilled in resolving issues that may arise, providing service aligned with her clients’ goals.
Our team of dedicated professionals are here to support you.
