Maria Lopez, CFP, JD, EPLS

Unique combination of over 19 years of legal experience in the areas of trusts and estates; estate planning; probate administration; probate litigation and elder law and over 21 years of diverse financial services experience including retail and wholesale production; compliance; sales management and training, and the development and production of multi-media training materials.

The years of combined experience in law and financial services allows her to work more collaboratively with a client’s other trusted advisors.

Education

J.D., University of Denver School of Law
B.B.A., Northwood University