Meet Our Team

Marc Garlett

Attorney & Counselor at Law

Marc practices law with one very specific goal in mind: to help other parents, like himself, protect and provide for their children, no matter what. To accomplish this, he designs estate plans that not only pass on financial assets, but that also preserve family legacies (including intangible assets such as wisdom, values, and stories) which empowers his clients and their families to build and transfer real wealth from generation to generation.

Demi Castrejon

Client Service Director

Demi, a lifelong resident of the San Gabriel Valley, attended California State University Los Angeles and graduated from Azusa Pacific University with a degree in Political Science. Her role as the firm’s Client Service Director is to ensure every client is heard, understood, valued, helped, and empowered. She currently attends University of La Verne College of Law on nights and weekends.

Laney Lyons

Plan Drafting Coordinator

Laney has over 20 years’ experience in the estate planning industry. After managing an estate planning law firm for 12 years, she continued on to train law firm teams across the country in estate planning processes, hiring and team building, all while starting two successful businesses of her own. She has been the firm’s Drafting Coordinator for over 10 years.

Bari Vallas

Trust Funding Coordinator

Since 2005 (and after 20 years as a practicing attorney and civil litigator), Bari has been developing expertise in trust funding by working with estate planning attorneys and their clients across the United States. As the firm’s Funding Coordinator, Bari helps review and organize clients’ asset information, and she works closely with the team to ensure client’s trusts are properly funded so their estate plans will always work as intended no matter what.