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Our office will be closed for Independence Day on Tuesday, July 4. We apologize for any inconvenience.
Due to the weather, our physical offices will be closed Wednesday, 2/15; however, our we will be serving clients remotely. Please contact us via phone or email. Our physical offices will reopen for regular business hours on Thursday, 2/16. Please stay safe and warm.
Our office will be closed for Independence Day on Tuesday, July 4. We apologize for any inconvenience.
Due to the weather, our physical offices will be closed Wednesday, 2/15; however, our we will be serving clients remotely. Please contact us via phone or email. Our physical offices will reopen for regular business hours on Thursday, 2/16. Please stay safe and warm.
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.
