Trust Officer
Desiree has over 25 years of experience in the Estate Planning, Trust Administration, and Probate areas having worked for Estate Planning and Probate attorney’s drafting thousands of Trusts prior to coming to Premier Trust. Her expertise include helping clients establish and administer personal trusts, estate settlements, Irrevocable Life Insurance Trusts, and Irrevocable discretionary trusts as well as helping her clients understand the make up and distribution rules of their trusts in order to facilitate a smooth administration process.
Education: Desiree received a B.A. in Business Management from the University of Phoenix, with additional courses taken from the Paralegal Institute to finish her degree. She received her Graduate Estate Planning Consultant (GEPC) designation from The National Institute for Estate Planners. She has successfully completed the requirements for Cannon Trust School offered by Cannon Financial Institute.