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Geri McHam

Owner at The Estate Planning Source LLC

Geri McHam is a professional specialized in connecting Financial Advisors and Attorneys in a mutually supportive network to produce high-quality estate planning documents and solutions.

With a background as the former Owner of The Estate Planning Source LLC, CEO of Legis, Inc., CEO of The National Estate Plan, and Owner of Personal Business, Geri McHam brings a wealth of experience in the estate planning industry.

McHam's focus is on providing estate planning education for Advisors to help them develop long-term relationships with clients while also assisting Attorneys in building their client base and offering estate planning education and back-office support.

By fostering collaboration between professionals, Geri McHam aims to create efficient and effective solutions for estate planning needs.

Geri McHam
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Location

Reno, Nevada, United States