Our Staff

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