Bri helps individuals and families protect, preserve and transfer wealth with confidence and clarity.

Overview

She advises clients on estate planning, advanced tax and gift planning, business transactions, and probate and trust administration. With experience working alongside high-net-worth individuals, multigenerational families, and closely held businesses, Bri understands the personal and financial dynamics that shape her clients’ planning goals.

Her practice includes drafting wills, trusts and powers of attorney, as well as guiding clients through advanced wealth transfer strategies and family business succession planning. She also assists with probate and trust administration, providing thoughtful counsel during what is often a challenging time. Known for her practical, and detail-oriented approach, Bri ensures that her clients’ plans are both legally sound and personally meaningful.

Bri is fluent in Spanish.

Practices & Industries

Admissions

  • California

Education

Loyola Law School, J.D., 2020

College of the Holy Cross, B.A., Philosophy and Anthropology, 2016

Jump to Page

We use cookies on our website to improve functionality and performance, analyze website traffic and enable social media features. For more information, please see our Cookie Policy.