Estate Planning and Elder Law
In Mardell’s role as a financial advisor, she has conducted countless consultations to ensure that when families need a will, trust, estate planning, or business succession planning, that their plans are finalized in writing. Either it be for your individual Health Care Directive, Trust Planning of your estate, or passing along a business to a successor, she is equipped to guide you through the process.
Mardell has over 10 years of court room experience, and she has a grasp on how the Court responds to each party’s needs. In the end, the vast majority of cases end after settlement negotiations. Her experiences have given her solid negotiation skills, discernment into what the real issue is, and how these parties work towards an acceptable settlement.
In Mardell’s role as a financial advisor, she maintained a clean U-4. This was no simple task going against the grain of a culture that placed commissions over suitability. However, in her desire to provide services in the best interest of her client, she was consistently mindful of the regulations. She has a clear vision on how to assist businesses to be more profitable while staying in compliance.
In the constantly changing landscape of Securities Regulations, it is vital for a business to stay on top of the regulations. Mardell continues to keep current through her various associations that are not only focused on announcing changes, but also highlight the responsibilities of businesses and their associates. Interpreting these regulations give insights on how to remain profitable while staying in compliance.