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.