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Meet Our Team

Attorneys

Our firm provides individual, family and business clients with legal representation that concentrates on asset protection planning. By emphasizing asset protection, we address our client's immediate concerns while anticipating and safeguarding their long-term business, financial and personal interests.

Our firm is distinguished by the fact that our Senior Partner is also a:

  • Accredited Estate Planner (AEP®)
  • The State Representative for the Asset Protection Society
  • Certified Wealth Perservation Planner
  • Certified Asset Protection Planner
  • Certified Financial Planner Practitioner
  • M.B.A. in Financial Planning
  • Masters of Science in Financial Services
  • Chartered Advisor in Philanthropy® (CAP®)

This training gives our firm a broader, more pragmatic view of legal matters than one might expect to find in the typical law firm.

We know you want an attorney who takes the time to understand your short and long-term goals. And, we understand that to reach your financial goals, you need to spend your money wisely. So we analyze every legal matter with this in mind to ensure that the services we provide are cost-effective.

Professionals

Our firm was built on the premise that in order to truly deliver comprehensive asset protection planning services, it takes a specialized group of individuals collaborating as a team. The unique integration of our professionals allows us to deliver a highly regarded planning process which helps our clients to get Organized, Updated and Protected across a diverse set of planning priorities.

The four cornerstones of our comprehensive planning process are:
  • Intense Engagement: Effective engagement allows us to listen to and understand our client’s needs. This comes at the start of all of our client relationships and assures clients we are fully in-tune to their objectives.
  • Solid Construction: Our team will build a personalized planning blueprint for clients. Our blueprint benefits clients by laying out a coordinated plan that “pulls it all together”.
  • High-End Delivery: Our team excels at delivering planning services with efficiency and thoroughness which helps clients to complete the planning while staying focused on their day-to-day responsibilities.
  • Incredible Service: Our whole team is focused on providing a world-class level of education and service to all of our clients on an on-going basis. With BarthCalderon, clients have a resource for life.

Staff

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    Tess Barth

    Office Administrator
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    Karsin Caston

    Administrative Assistant
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    Shlomit Kofman

    Brad Barth’s Executive Assistant
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    Danielle Dean

    Trust and Estate Planning Paralegal
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    Monica Quiroz

    Harry Barth’s Executive Assistant
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    Danielle Shehadeh

    Business Transaction Paralegal
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    Jessica Benson

    Paralegal
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    Kimberly White

    Bill Black’s Executive Assistant
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    Sarah K. Foster

    Project Coordinator
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    Lyza Rodriguez

    Estate Planning Assistant