Aisha Williams, Esq. | Principal Attorney
Aisha is a multicultural trilingual speaker who spent her childhood visiting her large extended family in South America. While still just a child, her grandfather passed away and an ugly struggle for his estate ensued, destroying close family bonds. Affected by this family battle, Aisha decided to leave her in-house counsel role at a large, well-known Fortune-100 company, to focus on Estate Planning and to ensure Californians have a trusted advisor in achieving their planning goals through comprehensive and heart-driven estate planning legal services.
Aisha is a native of San Diego, and put herself through college by working at the company that would ultimately hire her upon graduation. At San Diego State University, she graduated with a B.A. in International Business (with an emphasis in Spanish and a Distinction in the Major) and a minor in Portuguese.
Her desire to do meaningful and fulfilling work drove her back to school, and as someone who isn’t afraid of a challenge, she attended University of San Diego School of Law under scholarship, while continuing to work full-time. Aisha earned her law degree and passed the California Bar Exam in 2012, working as in-house counsel for another six years.
Aisha is married to her college love and they have two young daughters. She loves spending time with her family, going to the beach, traveling, dancing, playing golf and soccer, snowboarding, going to live music events, and watching sports, especially her beloved San Diego Padres.
Aisha is a member of the State Bar of California and is licensed to practice law in California.
Matt Williams | Chief Operating Officer
Matt is a lifelong San Diegan who shares a passion for Estate Planning. He has spent nearly two decades working in leadership roles for Fortune-500 and boutique firms, managing their finance functions. His experience includes having underwritten and acquired or sold more than $3 Billion in investments, and managing the financial operations of a $7 Billion real estate investment portfolio. Distinguished with multiple Dean’s List honors, Matt graduated from San Diego State University with a B.S. in Business Administration, with an emphasis in Accounting.
Matt is responsible for managing the marketing, finance, and operations for Aisha Williams Law, and if he’s not busy doing that, you can find him chasing after, or being jumped upon by, his and Aisha’s five- and seven-year old daughters. He also enjoys meditation, surfing, golfing, traveling, practicing yoga, reading just about anything, and going to live music shows. He also thinks the San Diego Padres are pretty great (even when the pitching is abhorrent).
Alexandra Loutsenhizer | Client Services Director
Tracy York | Paralegal
Kelsey Miguel | Social Media Manager
Kelsey is a social media manager from the Philippines. She is in charge of creating and designing visual content and handling social media pages; she has experience working as a freelance content writer crafting articles about a wide range of topics. She also has a bachelor’s degree in Accounting but is more enthusiastic and interested in getting creative rather than sitting at a desk, going through books of accounts, and doing all the calculations (much respect and love to all our accountants).
Bari Vallas | Funding Coordinator
A licensed attorney in practice for 20 years, Bari turned her considerable abilities toward the complex world of trust funding. Bari leads the review of each of our client’s asset information, prepares asset reports, and helps our clients navigate the sometimes opaque and confusing world of financial institutions, all with the goal of ensuring each trust-based estate plan we produce is properly funded. When we say that we deliver to you a plan that works, when you need it to work, in the way you want it to work, it is not only because of superior design afforded by our process, but also because of the diligence and execution provided on the funding side by Bari and her team.
Laney Lyons | Drafting Coordinator
Laney has over 15 years of experience in the estate planning profession. After managing an estate planning law firm for several years, she went on to train law firm teams across the country in optimizing their estate planning practices. Her expertise lies not only in drafting, but also in creating systems and streamlining processes. She works to meticulously prepare our clients’ unique estate planning documents and ensures drafting deadlines are met.