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Contact

Set up a first meeting

Tell us a little about what’s going on and how to reach you. The office writes back within one business day to find a time.

HoursMonday to Thursday, 8:30am to 5pm Friday, 8:30am to 1pm

Please don’t include account numbers or other confidential details here. Sending this doesn’t make you a client.

Before your first visit

Where do I park?

There is metered street parking on Main Street and a public garage on Palm Avenue, a short walk away. The building has an elevator.

What do I bring to a first meeting?

Any wills, trusts or powers of attorney you’ve signed, a recent deed and a list of your accounts with rough values. Copies are fine.

Can we meet by video?

Yes. Pick video in your message, and we’ll send a link with the meeting time.