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.



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FRA Trust Advisors

Joe Roosevans

Timothy M.j. Dew

Mark Rowland

Trisha Young

Joe Mcward

The Leadership Team at FRA Trust Advisors, composed of the Founder & CEO, Chief Counsel, and Chief Operating Officer, drives the strategic vision and operational excellence of the company. They oversee the implementation of advanced estate planning tools, ensure compliance with legal standards, and manage resources efficiently to deliver customized solutions that align with clients' financial goals across multiple generations.

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