Who is Deena Coppotelli?
Deena Coppotelli is a Paralegal for AEGIS Professional Services and the key assistant to Steven B. Spewak. Deena joined the Steven’s team in 2002 and serves as the chief liaison between Steven and his clients. Whatever a client may need, whether it is additional information, delivery of documents, an unexpected urgent need to meet with Steven, or anything else, Deena gets it done. Deena prides herself on ensuring that clients feel they have had a positive experience working with AEGIS Professional Services and that they have gotten the personal attention they deserve.
Deena previously ran the daily operations of the Estate Planning Strategies firm as the Client Services Coordinator, She planned and scheduled all firm events, including programs for other professionals and for clients.
Deena earned her B.A. degree from Southern Illinois University. She is committed to community service, volunteering with the local Women’s Crisis Center and the Humane Society. She was also previously involved as a Board Member in a non-profit organization where all proceeds benefit single parent scholarships at one of the local community colleges. In her free time, Deena spends time with her husband, James, and enjoys running in 5K races, golf, tennis, cooking and reading.
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by Steve Spewak, JD (email@example.com) When you've worked hard to leave a financial legacy for your children, it's hard to imagine your heirs squandering that legacy after you pass away. But situations like this routinely [...]