How Pinion Individual Trustee Services Powers Client Success
September 9, 2025
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How Pinion Individual Trustee Services Powers Client Success
Join ProTrustee for a conversation with Theresa Hughes and Tara Bolinski on how Pinion, a Santora CPA Group affiliate, delivers excellent client service while continuing to grow. They’ll share how their team stays committed to the unique and complex needs of the families they serve—and how ProTrustee supports their high-touch service model behind the scenes.
Webinars
How Pinion Individual Trustee Services Powers Client Success
Join ProTrustee for a conversation with Theresa Hughes and Tara Bolinski on how Pinion, a Santora CPA Group affiliate, delivers excellent client service while continuing to grow. They’ll share how their team stays committed to the unique and complex needs of the families they serve—and how ProTrustee supports their high-touch service model behind the scenes.
Webinars
