Our ATTORNEYS

Our team is passionate about providing the best possible service to every client we represent.

Our goal is to become your family’s trusted legal advisor – for life.

CHIEF LEGAL OFFICER

ATTORNEY

ATTORNEY, J.D., LL.M., CFP®

ATTORNEY



Our STAFF

Every client is provided with a dedicated client care & legal support team that provides
a level of service that is second to none.

Dawne Galdi

Firm Administrator,
Client Services Director

Email Dawne

Ashley Palmer, CPA, CIA, Paralegal

Learn more about Ashley.

Email Ashley

Ashley A. Palmer
CPA, CIA*

Paralegal,
Probate Services Director

Learn more about Ashley.

Email Ashley

Rebecca Shell

Systems & Operations
Marketing Operations

Email Rebecca

De Lissa Daye

Paralegal

Email De Lissa

Michelle Cole

Paralegal

Email Michelle

Averi Finnerty

Marketing & Events Coordinator

Email Averi

Susan T. Neff

Paralegal

Email Susan

Danielle Jones

Client Services Specialist

Email Danie

SEE STAFF BY DEPARTMENT

Operations  |  Administration

Dawne Galdi

Firm Administrator,
Client Services Director

Email Dawne

Rebecca Shell

Operations & Practice Development

Email Rebecca

Danielle Jones

Client Services Specialist

Email Danie

Paralegals  |  Legal Assistants

Michelle Cole

Paralegal

Email Michelle

De Lissa Daye

Paralegal

Email De Lissa

Susan T. Neff

Paralegal

Email Susan

Ashley Palmer, CPA, CIA, Paralegal

Learn more about Ashley.

Email Ashley

Ashley A. Palmer
CPA, CIA*

Paralegal,
Probate Services Director

Learn more about Ashley.

Email Ashley

Marketing  |   Outreach

Rebecca Shell

Systems & Operations
Marketing Operations

Email Rebecca

Averi Finnerty

Marketing & Events Coordinator

Email Averi

We’d love to hear from you!