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
- Appointed by local courts to handle difficult or complex estate and trust administrations
- Over 35 years of experience serving clients in Waukesha County and Southeast Wisconsin
- Member of the Smithsonian Professional Advisors Network; Washington, D.C.
- Member of the Waukesha County Estate Planning Council; Waukesha, WI
- Member of the Waukesha County Bar Association and its Probate Section
- In her free time she enjoys volunteering with the Wisconsin Philharmonic, Greater Waukesha Literacy, First Baptist Church of Waukesha, and other nonprofit organizations
David J. Carlson, of counsel
- 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
- Recipient of the 2020 John Lederer Distinguished Service Award from the State Bar of Wisconsin