Dawn M. Dlugi, CPA

Dawn is the firm’s Accounting Manager. She is a certified public accountant licensed by the State of Florida Department of Business and Professional Regulation, and the State of Wisconsin Department of Safety and Professional Services. Dawn is active in the American Institute of Certified Public Accountants, the Florida Institute of Certified Public Accountants and the Wisconsin Institute of Certified Public Accountants.

Lisa Medina

Lisa is the firm’s Office Manager and Lead Secretary. In these roles, Lisa coordinates numerous administrative functions of the firm. Prior to joining the firm in 2006, Lisa and her family resided in Puerto Rico. Lisa enjoys watching movies and spending time at the beach.

Diana Garay

Diana is the firm’s trust funding coordinator. Diana assists our clients with retitling their assets and updating beneficiary designations on life insurance and retirement accounts so that their planning works as designed.

Mary Shields

Mary is the firm’s paralegal. Mary works closely with our clients in the implementation of their estate planning as well as the administration of estate’s and trusts.

Jenny Echevarria

Jenny is one of the firm’s legal assistants. Jenny assists in various facets of the firm’s practice, including working on firm technology issues, and helping clients update asset titles and beneficiary designations.

Lili DeGrasse

Lili schedules in-person and telephone conferences for the firm.  Her persistence in contacting our clients helps to reduce, if not eliminate, the procrastination that occasionally disrupts completing the estate planning process.