As estate planners we are committed to excellence and use the latest planning tools, so you won't have to risk experimentation on your own. As family leaders and members of any estate - with any level of assets - you need a top-notch professional team to stay on top of issues that either recur or appear over time.

For multiple generations of family members and for individuals as well, we incorporate everything from safe market ingredients to specialized trusts to long-range tax-reduction strategies for beneficiaries, to provide an estate plan that works in harmony with your financial goals.



Legal

Real Estate

FRA Trust Advisors

Joe Roosevans

Timothy M.j. Dew

Mark Rowland

Trisha Young

Joe Mcward

The Client Services team at FRA Trust Advisors ensures seamless communication and support for clients, overseeing everything from initial inquiries to ongoing assistance. This team, comprising Paraprofessionals, Client Coordinators, Administrative Assistants, Client Care Specialists, and an Office Administrator, is dedicated to providing exceptional client care, managing appointments, and addressing any concerns promptly. Their role is crucial in maintaining strong relationships with clients and ensuring their estate planning needs are met with the highest level of professionalism and efficiency.

Client Services

Trust Management Team

Leadership Team

Client Services

About

Team members

Other teams at FRA Trust Advisors

Trust Management Team

Leadership Team