Staff

Kathy Elvert Trust Creation Team Leader

Kathy is charged with overseeing our processes and delivery of services regarding estate planning, trust creation, funding your trust, and business planning. Call her with changes to your trust documents and general questions regarding your estate planning. She will assist as she can and connect you with the appropriate attorney on questions regarding the law.

Pamela Wolfe Trust Creation Paralegal

Pam assists Kathy in the trust process with the creation of your trust documents.

Angela Brennum Funding Administrator & Accounting Manager

Angela works in our funding department. She is responsible for transferring assets and changing beneficiary designations to reflect your estate plan. She is always happy to assist you with any questions or concerns you may have with respect to the proper classification or designations of your assets. Angela also assists Donna and Laura with the accounting. You can contact her with any billing questions.

Dakota Radtke Funding Coordinator

Dakota works in our funding department. She is responsible for transferring assets and changing beneficiary designations to reflect your estate plan. She is always happy to assist you with any questions or concerns you may have with respect to the proper classification or designations of your assets.

Jen Saari Practice Administrator

Jen is responsible for the overall management and development of all of the practice areas in the firm. Jen assists both the Trust Creation and RWay® teams in the estate planning process and annual personal review meetings. She is also the person with whom you meet to review and discuss any updates to your plan at your RWay® meeting.

Bonnie Brazee RWay® Coordinator

Bonnie handles updating your trust documents with any and all changes for your annual review meeting, sending out information regarding review meetings, and providing you with the services of LegalVault. Call her with changes to your existing plan, questions, and for assistance on the use of LegalVault.

Shalana Knapp RWay® Coordinator

Shalana handles updating your trust documents with any and all changes for your annual review meeting, sending out information regarding review meetings, and providing you with the services of LegalVault. Call her with changes to your existing plan, questions, and for assistance on the use of LegalVault.

Courtney Knapp Trust Administration Paralegal & Assistant to Wayne Wilson

Courtney handles our trust administration and probate processes under the guidance of Attorney John Haslam and Attorney Wayne Wilson. She is always happy to assist you with any questions or concerns throughout the trust administration process. Courtney also provides paralegal support to our senior partner, Wayne Wilson. In his absence, she is an excellent person to speak with to ensure you receive help from the right person.

Samantha Hampton Trust Administration Paralegal

Samantha handles our trust administration and probate processes under the guidance of Attorney John Haslam and Attorney Wayne Wilson. She is always happy to assist you with any questions or concerns throughout the trust administration process.

Ashley Hubred Client Services Assistant

Ashley provides support to the attorneys in setting up initial estate planning meetings with prospective clients and conveying their needs to them. She organizes RWay® events, workshops, and programs, as well as seminars for prospective clients and financial advisors. She is also the person to speak to when making reservations for any of our events.

Donna Hillebrand Accounting Manager

Donna assists Angela and Laura with the accounting. You can contact her with any billing questions.

Samantha Radle Administrative Assistant

Samantha is a very important person. She is generally the first person to answer your call to our office and the individual that greets you when you arrive. She is charged with helping you reach the right person for your needs every time in an efficient and expedient manner.