image About Us
Click on a link to learn more about each team member)

Curt W. Ferguson
Attorney & Cousellor at Law

Sarah Rupe
Client Services Director

Gayla Ball
Education Director

Laura Ferguson
Traveling Administrator

Sherry French
Funding Coordinator


Check out our new “Priceless Conversations™” tools that enable you to share the wealth of a lifetime. Click here to learn more.



The Ultimate Gift
Red Stevens made a lot of money. A LOT of money. He made some serious mistakes raising his family. But with thoughtful estate planning, he’s going to try one more time to make a real difference for at least one of his heirs … and change the world in the process.

We recommend The Ultimate Gift book and the movie.

We help clients each day plan to transfer not only material wealth, but also wisdom and values—the “True Wealth” that is being forgotten by many estate planning professionals.

You can make a difference, and (unlike Red Stevens) you can start transferring the True Wealth while you’re still living through our Wealth Reception Planning™ process.