I am a professional fiduciary, licensed by the State of California. I am also a member of the Professional Fiduciaries Association of California, and I am a National Certified Guardian. I work as a trustee for some clients, a conservator for some, or sometimes just a representative payee. I also do various kinds of bill-paying functions for some clients who are finding it harder to keep track of financial affairs in their later years. I work with several Veterans by appointment by the Veterans Administration, as their legal guardian.

My business got started seven years ago after working 25 years as a Certified Shorthand Reporter. After nine years of caring for my father, I saw firsthand how much older people could be taken advantage of and how much they needed someone they could trust to help them in many facets of their lives. This was the impetus for my finishing my college degree at this late stage of my life and starting courses towards being licensed as a fiduciary.