Sallie holds a Juris Doctor in Law and has practiced as an attorney in California and New York. Sallie is not licensed to practice law in Colorado nor is she registered with Securities America, Inc. Sallie’s role at Townsend is to review clients’ existing estate plans, if they have them, or to inform clients of plans they should consider putting in place for asset protection, probate avoidance and tax minimization. Sallie assists with the creation and development of clients’ plans by collaborating with the client’s attorney (or Townsend’s preferred estate planning attorney) to ensure their plan is successfully implemented. Sallie is passionate about educating clients on the importance of estate planning and helping them prepare for the distribution of their estate.
Sallie has obtained her designation as a Certified Professional Retirement Coach (CPRC). A Retirement Coach will help you explore all aspects of designing a dynamic and rewarding retirement lifestyle and will serve to guide you towards implementing a plan of action. Broadly speaking, retirement coaching is the process of helping you prepare for and transition into everyday retirement life. Sallie@TownsendRetirement.com
I was raised in Cincinnati, Ohio and have practiced law in New York and California. I moved to Colorado over fifteen years ago and I love the sunshine and beautiful mountains here. I have two adult children that I like spending time with. I enjoy attending cultural events, reading, Pilates and pickleball. I have a grey cat named Lily and a Corgi named Marzipan.