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Meet the Team 

Personalized Support. Trust Expertise. A Legacy That Lasts. 

At Controllers, Ltd., you’re not just working with advisors—you’re partnering with a close-knit team that’s dedicated to your entire financial journey. From trust administration and estate planning to business strategy, tax coordination, and legacy building, our goal is simple: to simplify the complex and support your family at every stage. We bring decades of experience, a personal touch, and a genuine commitment to helping you protect what matters most.

Whether you're just beginning to think about your legacy or you're ready to streamline your financial world, we're here to help guide the way - with clarity, care and confidence! 

Let's Start the Conversation:

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(775) 384-8124

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