Connie L. Estopinal

As the managing partner at Mohle Adams, Connie is responsible for the firm’s overall business and marketplace strategy. She also manages the firm’s tax practice.

Connie works closely with her clients, many of whom are family groups, consulting with them on various tax-planning strategies—particularly the tax-efficient transfer of wealth. In addition to technical skills, Connie’s strengths lie in her approachable and collaborative style. Her approach creates enduring working relationships with her clients, who are able to fully understand and engage in the tax and financial decisions they are making with her assistance. Connie enjoys working with other highly skilled professionals, finding common ground among groups of diverse interests.

Connie offers her clients significant experience in tax planning, estate planning and fiduciary-support services for family and investment partnerships, estates, trusts and private foundations.

Employed with Mohle Adams since 1985, Connie became managing partner in 1999. Prior to joining Mohle Adams, she worked in the tax section of a national accounting firm and in the corporate tax department of a Fortune 500 company.