Committed to Helping You Build Your Estate Plan
Affiliations
- Ventura County Community Foundation Technical Advisory Council (Past Chairman)
- American Bar Association (Member)
- Boys & Girls Clubs of Greater Conejo Valley (Member of the Board of Directors)
- Los Angeles County Bar Association (Member)
- State Bar of California (Member)
- The Florida Bar (Member)
- Ventura County Bar Association (Member)
Michele Davis
Administrative Assistant
Michele joined the firm in 2002. She assists in the production of all estate planning documents. Michele graduated with a bachelor's degree from Purdue University.
Auriel Dye
Administrative Assistant
Auriel came to us with several years of customer service and marketing experience. She is the Scheduling Coordinator and provides Trust Administration support.
Joy Rhoades
Legal Assistant
Joy has worked alongside Mr. Wakeman since the firm’s founding in 1987. She is the firm’s office manager and coordinates the production of all estate planning documents and real property trust funding. Joy graduated from Pepperdine University with a Bachelor of Arts degree.
Leah Smith
Paralegal
Leah joined the firm in 2021, bringing several years of experience in estate administration and probate.
She graduated from Pepperdine University with a Bachelor of Arts degree, and earned her Paralegal Certification at UCLA with honors.
Amy Adams
Administrative Assistant
Amy is our first point of contact for Clients both on the phone and at the front desk. She brings several years of customer service and administrative experience. She assists in record keeping and estate planning support.