I began my fiduciary business in 2005 when in search of someone to help with my Mother in upstate New York, I found people in the bay area like I would have hired for my mom and joined the Professional Fiduciary Association of California (PFAC) to embark on a new career. I was one of the first wave of fiduciaries to obtain licenses when they became required in July of 2008. I was a chapter representative for PFAC for 6 years, state secretary, vice president and in 2020-2021 served as the state board president. PFAC has over 850 members.
The majority of my clients have Special Needs trusts. I had a niece with special needs who lived to age 28 and developed a compassion and desire to help those with disabilities and special needs while navigating the complexities of a special needs trust.
I have a B.S. in business administration from Oral Roberts University, certificates for Professional Fiduciary Management for Conservators and Professional Fiduciary Management for Trustees from Cal-State Fullerton and have ongoing continuing education to keep current with the changing laws and best serve his clients.
I also have served on my church’s board of deacons for over 35 years and been the church’s treasurer for over 15 years.