Trust Officer & Estate Planning Specialist
As a Trust Officer & Estate Planning Specialist for the firm, Desiree works with the firm’s clients to create a comprehensive estate plan for both their retirement (IRAs, 401k’s, 403b’s, & 457s) and non-retirement assets. Desiree provides the firm’s clients with the expertise to help create an estate plan for retirement accounts rarely addressed due to the complexity of the required minimum distributions for beneficiaries. Desiree is a specialist in Southern Nevada on IRA Trust planning for generational distribution of retirement assets. Desiree began her career in the field of Estate Planning in 1998 with Jeffrey L. Burr & Associates. Desiree received her Graduate Estate Planning Consultant (GEPC) designation from The National Institute for Estate Planners in 2004 and has a Bachelor’s Degree in Business Management. Desiree enjoys spending time on the weekends with both her husband and young daughter.