Meet Our Amazing Team
Caring, Focused & Original
Our Spectacular Ensemble of Consultants & Specialists
Family Tree Planning is your preferred Estate Planning & Trust firm in Phoenix & Scottsdale, Arizona. We provide the best estate planning services including probate, living trusts, wills, financial planning & insurance.
Jason P. Wootten
Principal
Mr. Wootten is the founding member of Family Tree Estate Planning, LLC and since 2005 has been dedicated to providing full service estate planning in the entire State of Arizona.
Robert Hammans
Director of Operations
Robert is the liaison between our estate planning consultants and our high net worth clients in all aspects of effective estate planning, asset transfer, document preparation and tax planning.
Angie Vital
Office Operations Manager
Angie oversees all aspects of client relations and strives to make every aspect of your interactions with the Family Tree Planning staff a 5-star experience.
Tim LaDuca
Certified Estate Planning Consultant
Tim LaDuca specializes in annuity, life insurance and estate planning with a consultative approach to design a plan that is right for you & your loved ones.
Brad Mason
Senior Estate Planning Consultant
Brad specializes in all aspects of estate planning striving to design plans that protect your assets & are right for your family legacy.
Sean Cagle
Senior Estate Planning Consultant
Sean specializes in all aspects of estate planning striving to design plans that protect your assets & are right for your family legacy.
Alex Hill
Estate Planning Consultant
Alex’s estate planning experience is in the areas of Living Trusts, POA’s, trust administration, and wills.
Jennifer Hammans
Certified Legal Document Preparer
Jennifer oversees all aspects of the legal document preparation across our client’s diverse estate planning needs.
Craig Stolle
Estate Planning Consultant
Craig helps his clients understand the intricacies of estate planning, estate and trust administration, probate and estate taxation.
Sherry Randell
Receptionist
Sherry is our receptionist and she strives to make every aspect of your interactions with Family Tree Planning a 5-star experience.
Reinhold Radtke
Schedule Coordinator
Chris Stolle
Funding Specialist
Chris assists clients with all funding details for any of their estate planning needs and is also an expert in life insurance matters.
Chad Howell
Insurance Consultant
Derek Brown
Schedule Coordinator
Bob Perry
Schedule Coordinator
Josh Hammans
Estate Planning Consultant
Danielle Sosa
Receptionist
Family Tree Estate Planning in Phoenix, Arizona
Hours of Operation:
Monday – 8:30 AM – 5:00 PM
Tuesday – 8:30 AM – 5:00 PM
Wednesday – 8:30 AM – 5:00 PM
Thursday – 8:30 AM – 5:00 PM
Friday – 8:30 AM – 5:00 PM
Saturday – Closed
Sunday – Closed
Ready to learn more?
Attend one of our informational Living Trust Seminar in a city near you or schedule a free in-home consultation with one of our experts.
