Our Story
Our passion for estate planning is rooted in our history.
Our father passed young - no will, no trust, no guidance. We experienced firsthand the damage a loved one leaves behind without a plan.
That experience inspires us to help others avoid that harm, be a kind ear during difficult times, and to create a thoughtful plan that we wish he had.
Julie earned her J.D. from Arizona State University's Sandra Day O'Connor College of Law in 2023. During law school, she served as an Associate Managing Editor of the Law Journal for Sports and Entertainment, seeing firsthand the importance of long term planning. Prior to law school, Julie earned a B.A. in Law with a minor in German from the University of Arizona. In her spare time, she enjoys traveling and spending time with family.
Tony earned his J.D. from the Georgetown University Law Center in 2025. There, he had a passion for tax & property law. At Northern Arizona University, he earned a B.A. in History & a B.S. in Criminal Justice with a minor in Italian. Between Georgetown and N.A.U., he spent two years as a social worker, guiding crime victims through the confusing criminal justice system and their own intense emotions. In his spare time, he enjoys conversations over coffee & weightlifting.
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