David J. Carlson

  • 1974, B.S. University of Wisconsin-Milwaukee
  • 1979, J.D. Marquette University
  • Former City of Muskego Police Officer (1974-1978)
  • Martindale-Hubbell “AV” rating (highest rating available to practicing attorneys)
  • Past-President of Waukesha County Bar Association Probate and Estate Planning Section
  • Appointed by local courts to handle difficult or complex estate administrations
  • Over 40 years of service to clients in Waukesha County and Southeastern Wisconsin
  • Recipient of Milwaukee Magazine’s FIVE STAR Wealth Manager Award for 2010 – recognized by his peers as in the top five percent of estate planning attorneys in the region
  • Recognized as one of the “10 Best Estate Planning Attorneys” in Wisconsin by the American Institute of Legal Counsel for 2018

Sally Mohr Lunde

  • 1980, B.S. and B.A. Carroll College, Waukesha, WI
  • 1992, J.D. University of Wisconsin – Madison Law School
  • Former Register in Probate, Probate Registrar and Court Commissioner for Waukesha County, WI (1993-2017)
  • Recipient of the 2017 Lifetime Achievement Award from the Waukesha County Bar Association
  • Recipient of a Commendation from the Supreme Court of WI for services rendered in the areas of probate, guardianship and model form creation
  • Over 25 years of service to the citizens of Waukesha County and Southeast Wisconsin
  • Member of the Waukesha County Estate Planning Council; Waukesha, WI
  • Member of the Smithsonian Legacy Council; Washington, D.C.
  • In her free time she enjoys volunteering with the Wisconsin Philharmonic, Greater Waukesha Literacy, First Baptist Church of Waukesha, and other nonprofit organizations