Meet the Team
Our team is dedicated to guiding you through Life & Legacy planning with clarity, care, and personal attention. We’re here to make the process simple, supportive, and meaningful every step of the way.
Maria Halverson
Client Services Director
Maria is often the friendly voice guiding our clients through the Life and Legacy planning process. With a background as a classroom teacher, she brings exceptional organization, patience, and care to every interaction.
Maria helps keep everything running smoothly behind the scenes—coordinating schedules, sending timely reminders, and ensuring each step of the process feels clear and manageable. She is committed to creating a calm, supportive experience so clients always know what to expect and feel confident along the way.
You can reach Maria at maria@traciellis.com with scheduling needs or general questions about your plan.
Marycon Arabijo
Communications Coordinator
Marycon supports our firm’s mission by ensuring clients receive clear, compassionate, and timely communication at every touchpoint. She manages website updates, email communications, and the planning and coordination of in-person seminars and virtual webinars.
With a background in civil engineering, Marycon brings a unique blend of precision, structure, and creativity to her role. She takes pride in ensuring that every detail—big or small—helps clients feel informed, supported, and welcomed throughout their experience with us.
Marycon can be reached at marycon@traciellis.com
