Bari Vallas, Funding Coordinator


Bari Vallas, Funding Coordinator

Bari Vallas, Funding Coordinator, was an attorney practicing in civil litigation for 20 years before joining our team. As Funding Coordinator, Bari assists with the review and organization of asset information for each client, prepares a Family Wealth Inventory, and works diligently with our clients and their financial advisors to make sure their assets are properly funded in coordination with the estate plans we prepare.

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