About Me

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 as a Certified Paralegal specializing in Trusts, Estates, Estate Administration and Probates. I have vast experience working with persons with special needs, veterans 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 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 Member of the Veterans of Foreign War (VFW) Post 7347 and the Yucaipa Valley Chamber of Commerce.