Since 2005, Jane Ozuna has been the comptroller of the firm and its associate companies.
Jane handles all aspects of the firms’ finances. She is also the accounting liaison for the firms’ “Laureate Clients” and uses her extensive knowledge to gather and compile each client’s information so that the firm and the client can reach their Estate Planning goals.
She has been involved in the Accounting/Bookkeeping field for over 20 years.
Carol is a paralegal and the Client “Signing Coordinator” and Client liaison for the Firm. She supervises the signing of Estate Planning matters and other documents and is therefore able to interact on a personal level with our client “family” as well as the Firm’s team members.
Carol brings a ten-year background of mortgage banking, and twenty-one years of administrative abilities and previous legal experience to the Firm.