Trudy Romer brings three decades of experience in estate planning, administration, real estate, and wealth management. Formerly an estate attorney with JP Morgan, Trudy now supports Columbia Falls Estate Planning as a part-time paralegal—a role she jokingly refers to as a “demotion,” though her wisdom and presence are anything but.
A dual citizen originally from Switzerland, Trudy has earned admiration for her remarkable life journey and professional accomplishments. With a Juris Doctorate from Tulsa University and a marketing degree from Northeastern State University, she brings a unique and worldly perspective to every case she touches.
Her passion for service continues through volunteer work with the IRS’s VITA program, assisting low-income families with tax filings.