We Embody Teamwork
Amy F.Probate Accountant
Dawn C.Account Manager
Jackie M.Estate Settlement Specialist
• B.A. Psychology – University of the Pacific
• Certification: University of San Diego Legal Assistant
Jim B.Director of Financial Expectations
• California Licensed Professional Fiduciary #923
Kathryn R.Estate Settlement Specialist
• B.S. Social Work University of Dayton
• M.A. Psychology University of Santa Monica
Leslie S.Corporate Accountant
Patricia P.Document Guardian
• B.A. Accounting University of San Diego
Sharon Z.Tax Team Coordinator, Public Benefits Specialist
• B.S. Education -University of Pittsburgh
Stacy B.Estate Settlement Specialist
• California Licensed Professional Fiduciary #953
• National Certified Guardian
Wendy M.Controller
• B.A. Economics – University of California, Irvine
• Certification: H&R Block Tax Preparer
