Karen has been in the financial industry for 25+ years, running the accounting business she and her late husband owned. His sudden death helped her realize the need to assist others in organizing, recording and reviewing the crucial documents of a Life Event.

Lauren consults for vineyards. Since starting at Port of Leonardtown Winery six years ago, the winery has brought home numerous prestigious awards including the coveted Governor’s Cup trophy in 2018 and Best in Show Jack Aellen Trophy in 2020.