California Licensed Professional Fiduciary, National Certified Guardian and Notary Public.

Licensed and Bonded

About Me

As a California Licensed Professional Fiduciary and National Certified Guardian, I provide critical services to seniors, persons with disabilities, and children. I manage matters for clients including daily care, housing and medical needs, and also offer financial management services ranging from basic bill paying to estate and investment management.

A California Licensed Professional Fiduciary and a National Certified Guardian, and an alumni of California State University Fullerton, I have over 14 years experience in providing fiduciary services to the public.

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.

Before starting my Professional Fiduciary career, I worked for over a decade with the Law Offices of Linda Roberts-Ross, APLC as a Certified Paralegal for its Trust, Estates, Estate Administration and Probate section. I have vast experience working with persons with special needs and the aging adult community.

I believe that contributing to my community makes it a better and safer place for all citizens and am currently serving as the Vice Chair for the Yucaipa Valley Chamber of Commerce a 501 C(3) organization, Secretary for the City of Yucaipa’s Public Arts Committee, as Commissioner Chair for the City of Yucaipa’s Mobile Home Rent Review Commission, an Ambassador for the Yucaipa Valley Chamber of Commerce, an Ambassador for the Department of Veterans Affairs Voluntary Services Department and Secretary for the Freemason Park Foundation. 

I am an active member of The National Guardian Association, The Professional Fiduciaries Association of California, the Yucaipa Valley Chamber of Commerce and Yucaipa Valley Visionquest Art Gallery.

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Services

Experience You Can Trust

Trust Administration and Estate Planning Services

Fiduciary Services

Financial Services

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35141 Yucaipa Boulevard

Yucaipa, CA. 92399

Email:   /  Tel: (909) 403-4080