COVID-19 Information

As the COVID-19 situation continues to evolve, so does how we are working. Your well being, along with that of our other clients and everyone who works here, is our most important priority. To that end we are transitioning to a remote working arrangement until further notice. We will continue to do all that we normally do via phone, email, video conferencing, and our other online collaborative tools. Although we will have minimal in-office staffing, we will continue to check postal mail and process physical checks.

You can continue to reach us as you normally would, by calling our main office number and/or by email. We will be as available as we always are. For administrative items, distribution of funds requests, and other such matters, please reach out to Kelly Valenzuela. For question of advice, counsel, and analysis, please reach out to me or Michael Beaulieu. We know this is a time of great uncertainty, but we are here to help in any way we can. 

As always, please let us know if you have any questions or if there is anything we can do for you.

Wishing you good health and well-being,