since 1991. Mary holds a Masters Degree in Clinical Psychology with an emphasis in Marriage and Family Therapy. Mary. She assists other planners by offering career counseling services, mentorship opportunities and sells her 2 DVD's The Path of the Planner and The Balanced

Bay and a graduate of the S.J. Quinney College of Law atDoctorate and Master of Public Policy. He also holds an undergraduate degree in Psychology and Valley Estate Planning Council, and Wealth Counsel. At White Oak Law, James works their legal needs. He has experience in many areas, including public interest law