COMPLIMENTARY WINE TASTING + ASSET PROTECTION WORKSHOP
Wine & Wills
Tuesday, September 23rd, at 6:00pm
Pima Federal Credit Union | 7373 N Scottsdale Rd Suite A195, Scottsdale, AZ 85253
Donna Jewett
Truest Founder/Attorney
Truest Law
Nicole Kleinschmidt
Branch Manager
With over 30 years of experience in the financial industry, I have built my career on cultivating strong client relationships, developing business, and delivering exceptional service. I began my journey at a savings bank in New Jersey, where I spent 10 years and advanced to Assistant Branch Manager. After relocating to Arizona, I dedicated 12 years to a community bank based in Minnesota, continuing to grow my expertise in customer-facing service and relationship banking.
Following a five-year pause to raise my twins, I returned to the industry with Mutual of Omaha Bank, which later transitioned to CIT and then First Citizens Bank, where I proudly served clients for seven years. For the past three years, I have been with Pima Federal Credit Union (formerly Republic Bank of Arizona), continuing to focus on what I value most: building trust, supporting client needs, and driving long-term financial success for individuals and businesses.
Throughout my career, I have taken great pride in being a trusted partner to my clients, ensuring that their financial goals are met with care, professionalism, and dedication.
What an Estate Plan is and why it’s important for all families to safeguard their assets – not just the wealthy
Tax and planning strategies to maximize assets left to your family
How to make sure your children are always under the care of a person you choose, and never in the care of strangers – no matter what happens to you
Why having a Will alone isn’t enough and will likely fail your family when it matters most
YOUR FAMILY'S LAWYER FOR LIFE
At most Estate Planning law firms the relationship ends when you sign your documents. At Truest Law, the relationship extends far beyond the signing of your Estate Planning documents. We keep in touch with you to make sure your plan stays up to date and funded.
Truest Law also has a system to keep your estate plan current, operational, and designed to meet your wishes.
Truest wants to be your Lawyer for Life.