We Embody Teamwork

Probate Accountant

Account Manager

Estate Settlement Specialist
• B.A. Psychology – University of the Pacific
• Certification: University of San Diego Legal Assistant

Director of Financial Expectations
• California Licensed Professional Fiduciary #923

Estate Settlement Specialist
• B.S. Social Work University of Dayton
• M.A. Psychology University of Santa Monica

Corporate Accountant

Executive Assistant
• B.A. Accounting University of San Diego

Tax Team Coordinator, Public Benefits Specialist
• B.S. Education -University of Pittsburgh

Controller
• B.A. Economics – University of California, Irvine
• Certification: H&R Block Tax Preparer