Choosing the Right Financial Professional – Estate Attorneys

There are many attorneys that specialize in different areas of law. There are  concentrations in corporate law, tax law, litigation, disability rights, family law, patent law,  etc. etc. While all attorneys who are admitted to practice law in any state could write  estate planning documents or help with Medicaid planning (Elder Law), we encourage  you to find one that specializes in these areas. While there is no central database for  this, most attorneys list their areas of concentration on their website. Look for one that  specializes in Estate Planning or Elder Law, depending on which you need.  

Adrianna Environmental B&W

Adrianna Rocha

Client Relations Representative

240-379-6929 V
240-439-6889 VP
512-379-6909 FAX
adrianna@kramerwealth.com

Adrianna Rocha joined Kramer Wealth Managers in 2021.

Adrianna is responsible for client experiences and service. As part of the customer service team, she strives to help and provide top-notch service to our clients. As part of her role, she communicates with clients through videophone, schedules client meetings, prepares and processes forms, and gathers information for our advisors.

My clients’ accomplishments are also my own. 

Adrianna Rocha graduated with a Bachelor of Arts in Communication Studies from Gallaudet University in 2017. Before she joined our team, she worked in the customer service industry for nearly a decade. She excels in human-to-human relations and takes pride in not only her own accomplishments, but her clients’ as well. Adrianna enjoys chatting about her slight obsession with dogs, houseplants, essential oils, and food: especially Mexican food! She is also a proud fur-mama to her beautiful Aussie-mixed pup, Ziva.

Adrianna is not registered with FSC Securities Corporation.