Jocelyn Garland is a licensed insurance producer in Illinois (License #19688485), California (License #4131264), Florida, Iowa, Michigan, New Jersey and North Carolina who helps families understand estate planning, tax strategies in retirement, and long-term care planning.
With over two decades of experience in physical therapy, Jocelyn saw how hard it can be for families who face illness, injury, or loss without a plan… this made her an advocate for preparing ahead for the unexpected. She and her team lead educational seminars and discovery calls for families across the United States, helping them understand their options, while they have it. Outside of work, she serves at her church and spends time with her family and cats.
Rowena Kuo is a licensed insurance producer in Illinois (License #20221115). She is also the author of Author Legacy, Ensuring the Immortality of Your Life’s Work. She is the web talk show host for Don’t Be Cinderella and is a strong advocate of educating families in Financial Literacy.
With a history of being an RN specializing in caring for developmentally different adults, Rowena recognizes the importance of protecting loved ones who may be devastated by the loss of those important to them. Today, Rowena speaks to individuals and businesses about passing on legacies to the next generation. She is also the CEO, Executive Editor, and Producer for Brimstone Fiction, Brimstone Books and Media, and Brimstone Fire. When not working on words or films, she is a full-time mom with secret aspirations for spaceflight.
Trust Platform Attorneys
Mo Dadkhah is a Nevada and Illinois-licensed attorney born and raised in the Chicagoland area. He graduated law school in 2009 and immediately formed his own Law Firm while blending the same with the founding and management of Main Street Real Estate, LLC in Chicago.
Now serving as President and Chief Counsel of our trust platform firm, Mo brings a blended range of professional knowledge and experience into the estate planning arena for the benefit of our clients in helping them, in tandem with their advisors, to protect themselves and their families in constructing meaningful and effective estate plans. Mo closely embraces honesty and full transparency in offering professional care for every client’s individual needs no matter how large or small their concerns. In his free time, Mo loves competing in auto racing, martial arts, and hanging out as a loving husband and father to his family.
Tim brings a wealth of knowledge, experience and compassion to each and every transaction. His primary focus areas include Estate Planning as well as commercial and residential real estate closings. Tim believes in a sensible and practical approach to even the most complex matters. His ability to foresee potential future problems and the experience and skill required to navigate those issues are what set Tim apart from other attorneys. With a relaxed, professional communication style, Tim ensures all of the firm’s clients are both protected and at ease during every step of a transaction.
Tim’s goal is to provide his clients with smooth, efficient and stress-free interactions in order to ensure they are 100% satisfied each and every time they work with the Dadkhah Law Group. He believes in providing the best possible service through collaboration with colleagues to ensure his clients are always protected and cared for. Tim is always willing to listen to a client’s concerns in order to find a solution which works best for his clients. In his spare time, he enjoys spending time with his wife and young children while rooting for his beloved Chicago Bulls.
Ryan Mayer is an attorney at the Dadkhah Law Group. Admitted to the Illinois Bar in November 2023, Ryan completed his Juris Doctor at Chicago-Kent College of Law in May 2023, focusing on commercial law.
At Dadkhah Law Group, Ryan handles a diverse range of legal matters, including residential and commercial real estate transactions, as well as estate planning. He is responsible for overseeing real estate deals from initial contract drafting to final closing, and he excels at assisting clients with their tailored estate plans to meet their unique needs. Before embarking on his legal career, Ryan earned a bachelor’s degree in Political Science and Spanish from the University of Illinois at Urbana-Champaign. This academic background provides him with a well-rounded perspective on the intersection of law, politics, and language, enhancing his ability to offer insightful legal counsel.
Ed Kaiser is an award-winning legal professional with over ten years of multi-jurisdictional and multi-disciplined legal practice. His expertise spans multiple practice areas, including real estate, business law, estates and trusts, litigation, and dispute resolution. As a legal advisor, Ed prioritizes open communication and a personalized approach, fostering strong client relationships built on trust, empathy, and mutual respect. Ed’s clients appreciate his easy-going demeanor and ability to explain complex legal concepts in a clear and understandable manner, empowering them to make informed decisions about their legal matters.
These attorneys practice independently through the Integrated Trust Systems platform and are not employees or partners of Great Lakes Estate Planning Services, LLC. Great Lakes Estate Planning Services, LLC is not a law firm.
Funding and Implementation Team
Caroline Nahm offers clients a kind, guiding hand to help them through the process of securing their financial futures. For almost a decade she has worked with one of our key Advisor Partners, refining her skills at client service and managing the workflow for completing important processes.
As the Funding Specialist Lead, she manages a team that walk clients through the 7-step process of funding their eStatePlanTM arranging their consultations with eStatePlanTM principals and helping them secure the necessary funding documents to make their plan a success.
Married for 25 years and with two grown sons, Caroline likes to spend her time cooking, reading, exercising and rescuing dogs. Her two newest family members are Kylo, an Australian Shepherd and Obi the Beagle.
Jennifer Jolin is a United States Army veteran. After serving her country, she founded Northpointe Solutions, a highly successful asset management and mortgage service company, which spans the Midwest region. Her business start-up and development acumen resulted in the growth of two companies to a highly profitable and sustainable plateau. That caused her to be recognized by the U.S. Dept. of Housing and Urban Development as an innovator and pathfinder.
Jennifer’s 30 years of business experience, skills, attitude of excellence, and personality were key ingredients when being considered to fulfill a critical management position in our trust platform firm. Now, as the Client Implementation Manager, she has proven herself as a complete team leader in the crucial client-implementation / estate planning arena. Jennifer hasn’t ventured far from her roots as a native of New England where she gained her love and admiration for the great outdoors being a hiking and nature enthusiast. She enjoys spending time with her family, gardening, and traveling.
Tax Mitigation Team
Andrew Auchincloss Victor has been in the financial services industry for 30 years. Working with financial advisors, accountants, and attorneys, he provides counsel in the areas of tax mitigation and efficiency, wealth transfer, estate planning, business succession, and charitable giving. He’s created a proprietary wealth development and tax-management model which has helped over a thousand clients reduce taxes so they can give more to their children and charities versus the IRS.
Andrew graduated from Harvard in 1993 with a bachelor’s degree in government with a focus on Economics. Andrew and his wife Sarah have two sons, Jacob and Jack, and enjoy fly fishing, golf, tennis, and now pickleball.
Dylan specializes in tax and risk mitigation, life insurance analysis, annuity planning, and point-of-sale support—delivering strategic, client-facing solutions tailored to individual needs. His approach combines technical expertise with a highly personalized style, making him a trusted partner in both planning and execution.
His background includes wealth positioning strategies, asset management, and advanced insurance-based solutions designed to help clients preserve, grow, and transfer their wealth effectively. Dylan holds a degree in Economics from Colorado State University and maintains his life insurance license. He provides advisor and client support for advanced case design, including tax mitigation, retirement planning, and wealth management.