Elizabeth Gallagher

Planning & Probate Paralegal

Elizabeth is typically the main source of communication for all clients engaged in their Planning Process. Frequent acclaim from clients for Liz tout her extreme responsiveness & willingness to make their plan perfect.

A graduate of Southern New Hampshire University with a Management Major and Marketing Minor, Elizabeth’s extensive experience as both a bookkeeper as well as a business owner is a large contributing factor to her strong client communication and document preparation skills.

Kimberly A. Woerner

Corporate Paralegal

Kimberly has 10+ years of experience with assisting in many areas inside a legal practice. She currently provides assistance in our business law practice by drafting transactional documents, organizing client files and forming new businesses. Her past experience in the legal field is reflected in her exceptional writing skills, attention to detail and ability to respond effectively to the needs of our clients. Kimberly is frequently praised by clients and Planning Partners for her attention to detail, thoroughness and organizational skills.

Kimberly is married to her high school sweetheart and has a lab mix dog named Charlie. In her spare time she enjoys painting, singing and baking.

Lucie Fitzgibbon

Director of First Impressions & Probate Assistant

Lucie is our Director of First Impressions and Probate Assistant. Her excellent communication and interpersonal skills as well as her strong eye for detail have made her invaluable to the team.

Lucie is an LSU graduate who enjoys reading and exercising in her spare time.

Julie Motz

I’ve been in the financial and insurance industry for several years now. I enjoy helping people build wealth and protecting their families. In addition, it is important to help everyone feel comfortable with their decisions and live comfortably, but if it doesn’t, let’s talk. Let me know where to go and how I can be of help.