Wesley Earp and Mitchell Bardet Earn TEP Designation

Please join us in congratulating Wesley Earp, Associate Director, and Mitchell Bardet, Relationship Manager, on earning the Trust and Estate Practitioner (TEP) designation from the Society of Trust & Estate Practitioners (STEP).

The TEP designation distinguishes recognized experts who have a combination of proven qualifications and experience, including significant involvement with planning, creation, management of and accounting for trusts and estates and related taxes.

“Wesley and Mitchell’s achievement is a source of pride for our entire team. It reflects not only their professional dedication and expertise but also our firm’s broader commitment to excellence and growth. “
— Amanda Mohnk, Managing Director

Congratulations, Wesley and Mitchell! 

Please contact Willow Street if you would like additional information on any of the topics discussed herein. Willow Street Group, LLC and its principals, agents, and affiliates do not provide legal or tax advice with respect to any matter, and no part of its services may be construed as legal or tax advice. For educational purposes only.
A

Kea Molnar and Caedran Harvey Join Willow Street

Read Article
A

Betty Andrikopoulos Recognized in 2024 Private Client Global Elite Directory

Read Article
A

Morgan Hill Celebrates Five Years at Willow Street

Read Article