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Summer hours are in effect: Our offices close at NOON on Fridays from May 17th to July 12th
Our offices will be closed the week of Thanksgiving, from November 25th through November 29th, to support our team’s well-being and allow time with family.
We will resume our fall/winter business hours on Monday, December 2nd. Thank you for your understanding, and we wish you a wonderful holiday season.
Summer hours are in effect: Our offices close at NOON on Fridays from May 17th to July 12th
Our offices will be closed the week of Thanksgiving, from November 25th through November 29th, to support our team’s well-being and allow time with family.
We will resume our fall/winter business hours on Monday, December 2nd. Thank you for your understanding, and we wish you a wonderful holiday season.
Judy has extensive experience working with high net worth individuals throughout her career in banking and seven years of owning her own business providing customized concierge services to her clients. Services she provided included simple tasks such as personal shopping, making travel arrangements and managing household service providers to complex project management of a data center consolidation for a Fortune 500 Company.
Judy thrives on identifying the needs of her clients and providing solutions to meet those needs. In her role, Judy will employ a structured approach to work closely with families to manage their personal affairs and ease the burden of the administrative responsibilities. She will provide a broad spectrum of family office services that are designed and coordinated with key members of your investment and business team.
Judy has a private rating in helicopter and single engine aircraft. Her hobbies include camping, boating, hiking and spending time with her family.
