I have worked with Rebecca on several cases over the last 10 years. She is thoughtful, caring and respectful of the independence of the clients we serve. I have no hesitation in recommending her company.
— Bill Dussault, Attorney
I have known and worked with Rebecca Whitmire for several years. I trust that when I refer clients to her for fiduciary or case management services they will be treated with dignity and respect. Rebecca is competent, caring and works tirelessly for her clients. Rebecca is well respected by her peers. Rebecca simply produces excellent results for the individuals and families that she works with and exceeds client expectations.
— Corey Denevan, Attorney
Rebecca has provided case management services for many of my clients. She is always organized, efficient and on top of any new information that might help my clients. She is a great benefits advocate and has assisted my clients in obtaining state medical benefits to which they are entitled, thus, preserving the money in my clients’ trusts for quality of life expenses. She is also a very personable individual who runs her business with great integrity.
— Corporate Trust Officer