Meet Our Team

With over 20 years in the financial industry and 15+ years at RJP, Caroline helps the firm run with intention, integrity, and heart. She believes leadership means showing up, solving problems, and stepping into whatever role the team and families need.

Raised in a family of entrepreneurs, she was managing one of her family's businesses by age 14. That hands-on start shaped her work ethic and her office reputation as the "question box" who keeps asking until there's clarity and a solution.

Married with two boys and three dogs, Caroline moved her parents one block away to help care for them. That personal experience gives her deep compassion for seniors and families navigating life's toughest transitions.

With over 25 years in financial services and deep Arizona roots, Chris takes a steady, thoughtful approach to wealth and estate planning. As a Chartered Financial Consultant® (ChFC®) and Retirement Management Advisor® (RMA®), he helps individuals and families build, protect, and transfer wealth through personalized strategies.

Chris’s passion is shaped by his upbringing in a service-driven home, learning early how financial decisions impact families. A devoted husband and father of three, he leads with the values he lives by: family, integrity, and thoughtful preparation for life’s milestones.

Born and raised in Michigan, Ron developed a strong work ethic and deep appreciation for community values early in life. These formative experiences ignited a lifelong passion for wealth management, ultimately shaping his career in finance.

Guided by some of the nation’s top advisors, Ron has earned prestigious recognition from Forbes, U.S. News, Barron’s, CNBC, and CBS News. He is a proud member of the Independence Excellence Group, reflecting his commitment to excellence and leadership in the industry.

As a financial services professional since 1978, Thomas has developed risk-managed retirement income and estate-transfer strategies that help clients protect lifetime cash flow, provide for surviving spouses or special-needs family members, and pass wealth efficiently across generations.

His four decades in life insurance and planning inform a disciplined, education-driven approach to protecting family assets.

Brett served in the U.S. Navy before building his career in estate planning. That military background shows up in how he works: organized, direct, and focused on getting things done right.

He sits down with families across the Valley to walk through their options for wills, trusts, and asset protection, breaking it all down in plain language so nothing feels overwhelming.

Brian partners with Scottsdale-area families to design and implement customized living-trust and retirement-income strategies. He coordinates closely with attorneys and financial advisers to make sure each plan is executed accurately and on schedule.

Clint has been offering peace of mind to Arizona families since 1985. He graduated from ASU's Sandra Day O'Connor College of Law and has practiced across the East Valley, including Mesa, Apache Junction, Queen Creek, Gilbert, and now Scottsdale.

After spending decades in courtrooms helping people with financial difficulties, Clint began his transition into estate planning in 2010. Today, he helps clients stay out of legal trouble and gives their loved ones a precious gift: an estate plan that keeps their affairs out of court.

Joseph Udall has spent more than 30 years helping Arizona families and business owners with estate planning and business law. He graduated first in his class from ASU's law school, summa cum laude, then clerked for a federal judge on the U.S. Court of Appeals for the Ninth Circuit.

His firm, established in 1997, takes a no-nonsense approach to wills, trusts, probate, and business matters. He is also the author of Bankruptcy Litigation and Practice: A Practitioner's Guide, published by Wiley Law Publications.

Lauren has been part of RJP Estate Planning for over two years. She started at the front desk as an Administrator and grew into her current role as a Case Manager in May 2025. She enjoys the day-to-day work of case management and is always excited to learn more about estate planning.

She is known for being detail-oriented, especially when it comes to notarizing documents, preparing plans for consultants, and taking on new skills and challenges. Around the office, Lauren is also the Director of Fun, planning team parties, birthdays, and other events that bring everyone together.

Outside of work, Lauren is the proud owner of the office dog, Onyx. She enjoys going to the dog park, teaching Onyx new tricks, and making candles.

Onyx is 9 years old and an important member of our team here on the "paw-role." She was adopted by Lauren, one of our case managers, in August 2020 from a Phoenix shelter. Since then, she has completed four levels of training, including obedience, desensitization, off-leash work, and scent detection. Onyx helps create a welcoming and calming environment for our clients, offering quiet companionship during conversations that can sometimes feel overwhelming. Outside of the office, she enjoys chasing her ball, swimming, and visiting the dog park. Her favorite scratch spot is right on her back, and she's always happy to stop by for a quick hello.

Grant Epley got his start in digital marketing six years ago working in Google's advertising division. Today, as RJP's Director of Marketing, he handles everything digital, from the website and software to the tools clients use every day. He also built and maintains the site you're on right now.

Grant started at RJP just a few months before losing his father. The RJP team became family during the hardest chapter of his life, and that experience drives his passion for the work. Every line of code he writes is about making things easier for clients and newcomers, whether that means a simpler website, a faster way to reach the team, or a better experience from the very first click.

Trent joined RJP Estate Planning because he believes families deserve clarity and peace of mind long before a crisis ever happens. After watching his grandmother go through probate following the loss of his great uncle, he saw firsthand how stressful and complicated things can become without a proper plan in place. That experience shaped his desire to help seniors and their families get their affairs organized early, so they can avoid unnecessary court involvement and confusion.

At RJP, Trent supports both the educational and creative sides of the firm. He plays an active role in seminars, helping break down estate planning concepts in a clear, practical way while guiding families toward the right next steps. Behind the scenes, he leads the company's graphic design, social media, and in-office marketing efforts to ensure clients receive consistent, thoughtful communication at every stage of the process. His goal is to help families feel informed, confident, and fully protected.