Kaitlin DeFazio
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Our Focus By changing the way accounts are managed, we are able to focus on one thing: Helping families improve their lives after suffering an injury or tragedy and enduring litigation.
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Our Experience We understand the litigation environment and have become extremely familiar with types of challenges our clients face. We have the resources to combat these obstacles.
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Our Philosophy We have always been grounded in providing individual, prompt, competent, and courteous client service – never just a generic or cookie-cutter advice.
Providing Expert Insight
When You Need It Most
Based on all of the information we are able to review and analyze, we want to provide the options available to you. We believe this process is a highly empowering process for our clients. Once we explain your options and our opinions on each of them, we want you to feel comfortable making an informed decision. Once your plan of action is created, we implement it in a way that is guided by your desires, not by anyone else.
Meet the NDC Advisors Team
Focusing on Client Service for Over 25 Years
Many clients view us as an extension of their own family and we truly take pride in our upstanding reputation. As advisors, clients trust us with some of the most sensitive and emotional issues and these issues can have a direct impact on their family, future, and finances. We take our duty as advisors seriously, and therefore, use our extensive network as a “one-stop-shop” to help our clients in the best way possible. We strive to remain educated on changes in the laws and rules to better protect benefits eligibility for those clients for whom this is important, and work with our partners to make sure trust assets are protected and risk is managed effectively.
