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June 2026

Dear Clients:

After 28 years in the practice of law, I am writing to share that I will be retiring and beginning a new professional chapter. I will be working alongside my husband, Josh, at Howell Wealth Advisors, where I will serve as a Trust and Estates Advisor. In addition, Callie will also be joining the team as a Client Relations Manager.

In my new role, I will work with clients of Howell Wealth Advisors to help ensure their financial and estate plans align seamlessly, taking a more holistic approach. This includes reviewing existing plans as well as assisting with the creation of new ones. Howell Wealth Advisors has partnered with Wealth.com to provide modern estate planning technology that allows clients to create their own documents with my professional guidance.

Clients who wish to pursue traditional estate planning services should contact the Farr Law Firm at (941) 639-1158 or visit www.farr.com.

As many of you know, I began my legal career with Farr. I spent twelve years there and was a partner before opening my own practice. Farr has six trust and estates attorneys and currently has offices in Punta Gorda, Venice, and Sarasota. I am confident that their team will provide the same professional, compassionate, and caring service that you are accustomed to. When you call, please ask for Tammy and let her know you were previously a client of mine.

For those interested in learning more about Howell Wealth Advisors, additional information is available at www.howellwa.com or by calling (941) 347-7015.

Thank you for the trust you have placed in me over the years. It has been a privilege to work with you, and I wish you all the best.