Patrick Koenig is the founder of Pillar & Keystone and a Senior Estate Planning and Retirement Income Specialist dedicated to helping families protect what matters most before life forces those conversations to happen unexpectedly.
His work centers around probate avoidance, legacy preservation, guaranteed income strategies, and long-term tax-conscious planning designed to help families create clarity today while reducing confusion and unnecessary burden for the people they love tomorrow. Patrick regularly works alongside nationally recognized attorneys, trust professionals, tax advisors, and other specialists to help ensure each family's plan is thoughtfully coordinated and practically implemented.
What sets Patrick apart is his deeply personal and educational approach. He believes planning should feel human — not transactional — and is known for taking the time to help clients fully understand the "why" behind the decisions they make. Families often describe him as approachable, grounded, and genuinely invested in the people he serves.
Based in Petaluma, Patrick has a strong connection to the Sonoma County community and the values that make it unique. Through Pillar & Keystone, his mission is not only to help families create stronger foundations and preserve generational wealth, but also to build a team rooted in the same values of service, education, compassion, and integrity.
Megan O'Connor is passionate about helping families bring clarity, structure, and peace of mind to the estate planning process. She guides clients through the practical steps of organizing and funding their trusts, helping ensure each plan is properly implemented and easy to navigate so the wishes behind it are clearly carried forward for the people they care about most.
With a background in instructional design and education, Megan has a natural ability to simplify complex information and meet people where they are. Her calm, hands-on approach helps bring clarity to what can often feel overwhelming, helping families feel supported and cared for as each detail is handled with attention and intention.
Born and raised in Sonoma County, Megan understands the values, challenges, and close-knit sense of community that make Sonoma County such a special place to call home. Known for her warmth and welcoming presence, she remains a trusted point of contact for families even after their trust has been implemented, continuing to provide guidance and support while helping ensure loved ones and heirs are thoughtfully cared for according to each family's wishes.
Brianna Shockley is passionate about helping individuals and families prepare for the future with clarity and confidence. Her focus includes asset protection, retirement income planning, and helping families minimize unnecessary probate.
Brianna works alongside attorneys and financial professionals to ensure each client's plan is coordinated and tailored to their needs. Known for her approachable style and genuine care, she makes the planning process educational, comfortable, and personal for every family she serves.
Collin Heath helps families create structure, clarity, and long-term confidence around their financial future. His approach combines retirement planning, estate planning, and asset protection with a strong emphasis on education and relationship-building.
Beyond his client work, Collin is deeply invested in leadership and mentorship — helping develop a team culture centered around integrity, growth, and genuine service. Known for his steady, approachable presence, he works with families, business owners, and retirees to protect what they've built and plan for future generations.
Andrew Hyun is passionate about helping individuals and families take meaningful steps toward protecting their future and creating lasting peace of mind. He works with clients at all stages of life — from young families beginning to think about long-term protection, to retirees focused on preserving what they've built.
Known for his calm and approachable nature, Andrew makes complex conversations feel clear and manageable. He believes planning should never feel rushed or overwhelming, and is committed to building long-term relationships grounded in trust and genuine care.
Nick Puetz is an estate plan advisor and licensed underwriter who has helped protect over 300 families across the country. His work sits at the intersection of asset protection, trust implementation, and tax-advantaged strategy — built for families, entrepreneurs, and retirees who are serious about what they leave behind.
Nick's approach was forged through real financial loss, a full rebuild, and a decade of studying how wealth actually survives — and how it doesn't. He doesn't sell products. He identifies exposure, closes the gaps, and builds structures designed to outlast the people who built them.