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Brandy Gomez,CLPF, NCG

    California Professional Fiduciary                      National Certified Guardian
              Notary Public

         Licensed and Bonded

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Before starting my Professional Fiduciary career, I worked for over a decade as a Certified Paralegal specializing in Trusts, Estates, Estate Administration and Probates. I have vast experience working with people with special needs, veterans and the aging adult community.

 

As a U.S. Navy Veteran, I served for 8 years during the Gulf War where I was stationed in Sasebo, Japan, San Diego and Coronado, California. My unique experiences abroad and domestic during my service has awarded me a diverse perspective which allows me to advocate for those who may be disadvantaged due to disability or age.

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I believe that contributing to my community makes it a better and safer place for all citizens and am currently serving as an Ambassador for the Yucaipa Valley Chamber of Commerce, an Ambassador for the Department of Veterans Affairs Voluntary Services Department and Board member for Smiles for Seniors. 

 

I am an active member of The National Guardian Association, The Professional Fiduciaries Association of California, a Life Member of the Veterans of Foreign War (VFW) Post 7347 and the Yucaipa Valley Chamber of Commerce.

 

Accreditation:

California Licensed Professional Fiduciary 1171

National Certified Guardian 13133

Registered Legal Document Assistant, San Bernardino County 0414

California Notary Public Commission 2333914
 

M. Jason Ross,CLPF, NCG
 

California Professional Fiduciary
  National Certified Guardian

            Licensed and Bonded

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Prior to my Professional Fiduciary career, I managed a local law firm successfully for over 15 years in addition to owning and operating a custom manufacturing business. 

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I also served as the Chief Finance Officer for the Yucaipa Chamber of Commerce from 2013 to 2015 and 2021-2023. I have been a local resident of Yucaipa since 1994.

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Working for an estate planning law firm allowed me to gain insight into the issues a lot of our aging, disabled adults and disabled children face on a daily basis and how difficult it may be for and the families who care for those individuals to obtain resources or services.

 

I became a Professional Fiduciary because wanted to do something meaningful that would impact the community that has supported me and offer support to the families and individuals who need guidance getting care and services for themselves and their loved ones.

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Accreditation:

California Licensed Professional Fiduciary 1371

National Certified Guardian 14706

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A PROUD MEMBER OF

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With care and

Compassion

Services

Experience You Can Trust

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Trust Administration and Estate Planning Services

Fiduciary Services

Financial Services

Testimonials

Bethany E.

“Thank you for the support and patience you have shown my Dad over many years; and for the support and patience you have offered me. I am able to safeguard my Dad and I appreciate the guidance you gave me.”

Contact

Schedule a Free Consultation

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