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Our Team

Financial, Estate, & Medicaid (Medi-Cal) Planning

Asset Preservation

Karl Knickmeyer, L.L.M., J.D.


I have been a practicing attorney in California for over 40 years. In the course of my practice, I am involved with estate planning, trust and real estate matters, including sophisticated estate planning techniques for High-Net-Worth clientele. With a strong understanding of California and federal tax law, I work hard to help clients obtain the best possible results in the areas of estate planning, taxation, real estate and corporate law, and trust and estate administration.

Cass​idy Wright

Client Services Coordinator

I was born and raised in Bakersfield and recently graduated from the University of Nevada, Las Vegas with a Bachelor of Science degree in Business Management.  I worked in retail for over five years and also had a chance to gain experience as a customer service professional with H&R Block. I was eager for a career change and am beyond excited to be able to work with the family business and learn new skills in a field I am excited about. My goal is to ensure that our clients' assets are protected so that they can spend more time enjoying the things they like to do.  My hobbies include spending time with family and friends, going to the beach, and watching movies.

Clients are free to engage independent legal counsel.

Richard Middleton

Senior Adviser I am a Registered Investment Advisor Representative and have been in the insurance industry since 1998. I am also a member of Ed Slott’s Elite IRA Advisor Group.

Favorite Movie or TV Show: The Quiet Man, The Princess Bride, and The Blacklist

Favorite Game: Any game my granddaughters would like to play.

My Role: It’s my responsibility to meet with families and help them create a plan that best fits their financial journey.

Best Part of My Job: I truly enjoy getting to meet new people and helping them become comfortable with their finances while implementing strategies that meet their needs.

Hobbies & Interests: Bundesliga Futbol, watching NFL games, camping, and diving.

Volunteer & Philanthropy: I enjoy coaching youth soccer.

[email protected]


Clients are free to engage additional independent financial advice.