Meet the Squirrels

The squirrels are highly organized, prepare and stock up, for winter like clockwork and take direction from Sergeant Squirrel. As a result of their regimented can do attitude helps them not only stay alive but thrive.

Meet the Dancing Elephant

The dancing elephant prefers to live life in the moment, lacks focus, and gets caught up in endeavors and all of her surroundings.

“We believe foundations, not-for-profits and charities of our clients are an extension of the family, and we look to include them in the estate review and planning process.”

LISA DETANNA, MBA, MANAGING DIRECTOR 
SENIOR VICE PRESIDENT, INVESTMENTS

Lisa Detanna Author