Sezon Whitmire joined Aldrich in 2016 and specializes in serving family office clients, private wealth clients, individuals, families, trusts, and estates. She focuses on trust, estate, gift, and individual tax compliance and planning, with an emphasis on helping clients navigate wealth transfer strategies, multigenerational planning, and the tax considerations that arise during life and after death.

Sezon helps make her clients’ lives easier by providing thoughtful support with personal tax planning, gift and estate tax matters, fiduciary income tax compliance, trust and estate administration tax issues, and ongoing planning for families with complex wealth structures. She works closely with clients and their advisors to understand each family’s goals, identify planning opportunities, and provide guidance through each stage of the planning process.

Sezon received her Bachelor of Science degree in accounting from George Fox University and is a member of the AICPA and OSCPA.