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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: 

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Melissa Thies

President & CEO 

  • 10 years LLC ownership

  • 501c3 Non-Profit President 

  • Recruiting & Training in the NW

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Chris Moore

Legacy Builder

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Alyssa Davis

Legacy Builder

  • 6 years Customer service management experience

  • 1 year banking industry 

  • Notary Public​

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Heidi Thies

Office Administrator

  • 501c3 Non-Profit Board Member 7 years 

  • Social Media Management

  • Website Development​

  • Notary Public

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