Seasoned legal counsel and collaborator.

An excellent student, Roni was recruited by Ice Miller in Indianapolis where she began working in qualified retirement plans and stock-incentive plans. But she craved working more closely with the stakeholder, so she transitioned to business, tax and estate planning services and joined Barnes & Thornburg. After gaining significant experience with the "big-box" firms, Roni set out on her solo practice in 2003.

Soon thereafter, federal and state law changes meant fewer and fewer Americans were concerned with death taxes. Instead, for the past 15 years or so, income-tax concerns have become increasingly more impactful to both business owners and estate planning clients. So after two decades of law practice, Roni pursued a master's of tax law degree from the University of Denver. Collectively, her law practice and advance study sharpened her understanding of business deductions, retirement-income and capital gain tax efficiencies.

In addition, Roni also took a few years' detour as a Senior Wealth Strategist in the investment and wealth industry. That experience added yet another dimension to her work and gives her a comfort level discussing financial topics that many attorneys simply do not feel comfortable addressing. She is a true collaborator with a client's full financial team of advisors.

Fun fact: Roni has an eye for wildlife photography. But perhaps her most unique hobby was singing the National Anthem for college and professional teams when she lived in Indy, such as: NBA Indiana Pacers, WNBA Indiana Fever, Indiana University men's and women's Basketball, Butler University men's Basketball, Indianapolis Indians baseball, NFL Indianapolis Colts and . . . TNT Monster Truck Jam!