WEALTH STRATEGIES COLLABORATIVE

About Our Team

Lori A. Adasiewicz

Attorney at Law

Lori attended the University of California Hastings College of Law, where she obtained her Juris Doctor degree in 1998. She was admitted to the State Bar of California later that year, and since then she has practiced exclusively in the areas of estate planning, probate and trust administration and conservatorship law. Lori is also licensed in the State of Maine, where she lived for three years.

Lori was born and raised in California. She loves the outdoors and spends her free moments kayaking, gardening and hiking with her dog.

Amy A. Patton

Director of Programs and Advisor Resources

Amy Patton is our Director of Programs and Advisor Resources. She earned a Bachelor of Science in Mass Communications with a special emphasis in constructing the media image. She supports the firm by managing all of our educational programs and public relations events, such as our Practice Developer Programs, our Interdisciplinary Conference Series and The Learning Forum for Accountants. 

During her spare time Amy loves spending time with her family. Her husband Carl is a school principal and they share two beautiful children, Dell, age 8, and Hannah, age 2. Amy also loves to draw, read and spend time with friends. The time she cherishes the most is watching her children grow and learn new things everyday.

Andrea Delgado

Client Relations Coordinator

Andrea Delgado is the firm’s Client Relations Coordinator and the point of contact when scheduling any client appointment with our office. She truly enjoys the opportunity to interact with the clients and appreciates all that the position has taught her thus far. 

Celebrating seven years of marriage, Andrea spends much of her free time with her husband and their extended families.

Jaime Saavedra ... Thanks so much to Jaime for his help during his Fall 2008 Internship. He has moved on in search of just the right position for him. We wish him every success.

Rebecca Webb ... A full-time mother of two boys, part-time college professor, Rebecca decided that she needed more time to look after herself and her family. Please join us in wishing her the best of luck in her future endeavors. 

[ Home ]

TELEPHONE:

650.475.7995

FACSIMILE:

866.428.6272

MAIL:

P.O. BOX 623, SAN BRUNO, CA 94066

OFFICE LOCATIONS:

3215 ALAMEDA DE LAS PULGAS, MENLO PARK

1001 BAY HILL DRIVE, SUITE 200, SAN BRUNO

We happily serve clients in the entire State of California, with our primary geographic coverage extending through the San Francisco Bay Area, from San Francisco south to San Jose, from Half Moon Bay east to Union City and as far off as Sacramento.

© 2008 Lori Adasiewicz.  The information contained in this website does not constitute legal advice or create an attorney-client relationship. It is presented for general informational purposes and what any individual client or situation may require depends largely on the facts of each particular case. Please contact our office for a consultation regarding your specific situation.