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First Covenant Trust and Advisors
  • About Us
    • Our Approach
    • Our Fees
    • Our Team
      • Brianna H. Snyder
      • Candace Smith
      • Clay G. Hixson
      • David A. Greene, JD/CPA
      • Dee Ann Lechner, ATOP
      • James Motte, CPA, CFP®
      • Jeff Blackburn, CPA, PFS
      • Linda J. Lowe, ChSNC
      • Tommy Greer, CPA
      • Trevor Schmidt
      • Virginia P. Groover, CPA
    • SD/TN Advantage
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  • How We Help
    • Surviving Spouse
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    • Professional Athlete
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How We Help

The case studies linked below illustrate different ways First Covenant Trust helps guide people through trust and estate related situations. The examples are based on actual scenarios, but names and some facts have been altered in order to preserve client privacy.

Surviving Spouse

Second Marriage

Life Insurance Protection

Professional Athlete

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315 N. Main Avenue, Suite 305
Sioux Falls, SD 57104
office: (866) 659-3404

801C Sunset Drive
Johnson City, TN 37604
office: (423) 232-0456
fax: (423) 263-0230

419 Second Street NW, Ste 100
Hickory, NC 28601
office: (828) 641-9464
fax: (704) 464-3797​