Meet the Team
Meet our team of professionals dedicated to serving you and your family.
Join us on the 3rd Thursday of each month for a one-hour educational presentation (no sales), in which our team will provide you with a basic education on topics such as the differences between a Will and a Living Trust, Medicaid issues, Special Needs Trusts, minors, and more.
For more information or to RSVP, check out our
Events Page on Facebook here:
MELISSA THIES
CO-PRESIDENT & CEO
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10 years LLC ownership
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501(c)3 Non-Profit President
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Recruiting & Training in the NW
WORLDWIDE
SHERI YOAKUM
LEGACY BUILDER
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10+ years LLC ownership​
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Over 20 years Non-profit work with children and families
ALYSSA DAVIS
LEGACY BUILDER
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6 years customer service management experience
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1 year banking industry
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Notary public
CHRIS MOORE
SR. LEGACY BUILDER
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Estate Planning Educator
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Trust construction specialist
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U.S. Marine Corps Veteran
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Business owner for more than two decades
HEIDI THIES
OFFICE ADMINISTRATOR &
IN-HOUSE NOTARY
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501c3 Non-Profit Board Member 7 years
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Social Media Marketing and Management Specialist
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Website Development​
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Notary Public
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JAMIE WORLEY
OWNER & CO-CEO
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Estate Planning Educator
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Trust construction specialist
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U.S. Marine Corps Veteran
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Business owner for more than two decades
SARAH CEREGHINO
LEGACY BUILDER
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Over 15 years experience in financial planning administration
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Offers insight into LLC structuring for financial organization, particularly for