Meet Our Non-Attorney Staff
CTFA, CFP®, Estate Planning Paralegal
Jami is a graduate of The University of Iowa. She has 25 years’ experience in Banking and Trust Administration. She is a CFP® Certified Financial Planner and holds the Certified Trust and Financial Advisor (CTFA) designation. Jami’s experience in trust administration brings a great deal of value to the firm’s estate planning, probate and trust administration practice. Jami is a past member of the Siouxland Estate Planning Council and past volunteer on several nonprofit boards. She and her husband, Russ, are empty nesters in Dakota Dunes, South Dakota. They have five children between them. They love to travel and tackle DIY projects.
Family Law Paralegal
Angie is a graduate of Western Iowa Tech Community College with a Paralegal Applied Science degree. She has 20 years experience as an administrative assistant, with the past five years working as a paralegal in family law, including ICWA and CINA matters, as well as civil litigation. Angie is passionate about family law, and has a deep understanding of the emotional and difficult challenges involved with divorce and child custody matters. She and her husband, Darin, reside in Sergeant Bluff and have five children between them. They keep busy attending their children's extra-curricular activities and love to travel, especially to follow their favorite sports teams.
Marketing Director & Chief Financial Officer
Dave handles the firm's marketing and works closely with the office's certified public accountant to maintain the office's financial records and accounts. In addition, Dave maintains the office interior and exterior, including the lawn care and snow plowing. He is our multi-talented "Mr. Fix-It!" Dave is also a full-time firefighter for the City of Sioux City, Iowa, and a volunteer firefighter in Sergeant Bluff. Dave and Lindsey are the proud parents of two daughters and two dogs.
Sharon is a graduate of Nyack College. She has worked in banking, real estate and insurance fields. She is active in the community. She serves on the board for Junior League and has been a member since 2016. She was born and raised in Hudson Valley, NY. She moved to Iowa in 2013 with her husband and three daughters. Sharon and her family love the Midwest! She loves to go on cruise vacations with her family and is planning to visit more places in the Midwest.