top of page

About Us

  1. KJ Private Trustee Association, LLC: providing wealth protection, property ownership structuring, residence and trustee services, and succession planning to internationally mobile families.

  2. Sovereign Retirement Planning: providing and administering individual international services that offer choice, and transparency.

  3. As an international provider with a presence around the world, we are dedicated to offering integrated advice, products, and services to internationally mobile people that have sophisticated and often complex needs. We assist individuals to generate, structure, and protect their income and assets in the most efficient way.


Kelita Jackson

Manager  for KJ PTA, LLC

KJ PTA Staff members & Departments 

Diamond Coles                           
Executive Corporate Operations Manager     

Denise Garcia                 
Executive Intake Specialist
Moderator Manager

Frankie Garcia                        
Intake Specialist

Jeana Ferdig                                                     Case Manager

Holly Dillon                                     Research & Development

Mia Grimes                                       IT -Operations Developer

Noriko Muira                                                            Case Manager

Deborah Lovell                                    UK- Client Case Manager

bottom of page