As a licensed professional fiduciary in California, I advocate for and help those who need assistance whether due to emotional, cognitive, or physical disabilities which prohibit them from providing fully for themselves or due to the simple everyday difficulties and stress experienced with caring for one’s own or a loved one’s financial and physical well-being. Governed by a strict code of ethics under the California Probate Code, I handle both private clients as well as court appointed positions of trust. With a successful 30 year career in banking, health care publishing, and consumer packaged goods, I bring a strong skill set of financial, legal, and organizational abilities to this very important role. My business experience has been augmented by working with highly respected and established Bay Area fiduciaries for the last few years before starting my own practice. Combining my expertise with a sense of compassion and understanding, I am a good communicator and problem-solver with diverse groups of people. I also have built a vast network from which to draw additional expertise and help when necessary.Areas of Expertise: Budgeting & Financial AccountabilityRelationship BuildingOrganizational & Project Management SkillsHiring and Managing StaffConflict Management