Kevin Quinn, Co-Founder and Chairman of the Board

As the principal of TrusteeTexas, Kevin has served as a professional trustee since 2013, employing the skills and knowledge he gained as a family trustee for years prior.  He is a Master Certified Independent Trusteee.

In his career, Kevin has worked for both large corporations and small companies.  He has over twenty years of experience leading long term strategic multi-million dollar business and information technology projects for senior and ‘C’ level executives.  

Kevin is active in the Knights of Columbus for which he has served as a Grand Knight, Faithful Navigator, District Deputy and State Chairman for the Columbian Squires, the official youth group of the Knights of Columbus.  He served on the Zoning Board of Adjustments for the city of Sachse, Texas from 2005-2015.  He is a Certified Project Management Professional (PMP) and holds an Executive Certificate in Non-Profit Governance from the University of Texas at Dallas. 

Marguerite C. Lorenz, Vice Chair

2003-2024, Marguerite served as a Managing Partner in Lorenz Private Trustees and has served as a Professional Trustee and Executor for more than a hundred families. Marguerite’s book, Ethics for Trustees 2.0, gives further understanding to the work of a Fiduciary and its ethical considerations. Marguerite is a frequent presenter for national organizations and conferences. Ms. Lorenz serves as Vice-Chair of the Board for the Independent Trustee Alliance.  Follow Ms. Lorenz on LinkedIn
Marguerite is a California Licensed Professional Fiduciary (#319), a Certified Trust and Fiduciary Advisor (CTFA) #87097 (Inactive), a Master Certified Independent Trustee through the ITA and has been awarded Certification through the Institute of Certified Bankers/American Bankers Association. She is a Graduate of the National Trust School, American Bankers Association at Northwestern University and holds a Certificate in Professional Fiduciary Management for Trustees from California State University, Fullerton. Marguerite hopes that her work inspires others to complete their estate plans, and then keep those plans up to date.

M. Anthony Vaida, Vice-Chair for Strategic Partnerships

Tony has more than 30 years of experience advising corporate and personal clients in a variety of areas. He has focused his practice on trust administration, transactions, business succession planning, estate planning, probate and conservatorships. During his 43 year career he has represented clients in the preparation of complex estate plans, business succession plans and real estate acquisitions and sales. He currently serves as a family office for a family with net worth in the $30 million range.

Tony is admitted to the bars of New Jersey, New York, District of Columbia and Colorado, as well as the New York Supreme Appellate Division, Third Department, the Southern District of New York and the New Jersey United States District Courts, the Third Circuit and District of Columbia Circuit Courts of Appeal, and the United States Supreme Court.

He holds a Bachelors of Arts degree from Brown University and a law degree from Cornell Law School.

Dave Folz, Director

Dave got his law degree at the Georgetown University Law Center in Washington, D.C., and then spent seven years in Chicago at Continental Illinois National Bank- learning about the trust world. While he was there, he attended the John Marshall Law School and got a Masters in Tax, doing his thesis on IRA Rollovers. In 1980, the First National Bank in Dallas recruited him to Texas, and“he got here as soon as he could.”

Since then he has started two Wealth Management and Trust Groups, the first in 1987 at NorthPark National Bank (now Comerica) and the second in 1999 at Texas Capital Bank. He retired from Texas Capital in 2015 and since has consulted for and coached individual trustees, often continuing to serve his clients after the initial assignment as their “trustee hot line.” Most recently, he has developed a course and a thirty page checklist for new trustees, “Trustee Boot Camp.”

Dave has been active with the Wealth Management and Trust Division of the Texas Bankers Association, serving on its Administrative Council and its Governmental Relations Committee, twice as Chair, and has been active in its legislative efforts.

Dave is involved with the community, serving for many years with the Dallas Metropolitan YMCA in a variety of Board capacities most recently as Chair of their Foundation. He serves as Chair of the Parkland Foundation Investment Committee. For the Theodore Roosevelt Association, he serves on the Executive Committee and is Chair of the Investment Committee. He is the current Secretary for the Preston Center Rotary Foundation and a member of the Board of the Preston Center Rotary Club.

Judith Pearson, Director

Judith Pearson is a recognized authority on fiduciary risk, governance, and insurance solutions for family offices, trustees, and private trust companies. As the founder of Precision Brokers and creator of the Nomadx MGA, she has pioneered specialized insurance and risk management frameworks designed to protect complex wealth-transfer structures and the fiduciaries who oversee them.

Judith’s work sits at the intersection of insurance, trust law, governance, and multi-generational wealth stewardship. She is widely known for identifying emerging fiduciary exposures and translating them into innovative insurance products and risk-management strategies that go beyond traditional market offerings. Through Precision Brokers and Nomadx, she advises trustees, family offices, and Trust Companies on how to mitigate risk while supporting governance.

Prior to founding Precision Brokers, Judith launched Nomadx Solutions, LLC, a firm dedicated to addressing the unique risk challenges faced by fiduciaries and wealth-management structures. Earlier in her career, she served as President of ARIS Title Insurance Corporation, where she pioneered title insurance for fine art and valuable collectibles—an innovation that earned her recognition as one of the 2015 “Power 100 Leaders in the Art World” by Blouin/Artinfo International.

Judith previously held senior leadership roles as Family Office Group Leader at Woodruff Sawyer and Senior Executive Vice President in Aon Corporation’s Financial Services Group, where she also led the firm’s intellectual property division. She began her career underwriting management liability risks at AIG and Chubb, specializing in Directors’ and Officers’ Liability, Errors & Omissions, and related coverage for Fortune 500 companies and global corporations.

A sought-after speaker and advisor, Judith regularly presents at leading forums including Trust & Estate conferences, ABA Trust School, and Family Office Exchange (FOX) events. Her insights have been featured in The Wall Street Journal, The New York Times, The Economist, and Art & Auction Magazine, and she has authored articles for Trusts & Estates, Wealth Management, and Estate Planning. She was also recognized with the 2022 JD Supra Readers’ Choice Award for Wealth Management.

Theresa L. Hughes, Director

Theresa L. Hughes is an experienced personal trust professional with over 40 years in the trust industry. Theresa has held senior roles in the personal trust field such as Chief Fiduciary Officer Managing Director. She has been accepting trustee appointments as an Independent Individual Delaware Trustee since 2017. Theresa holds an MBA and a Bachelor of Science in Finance from Wilmington University. Her certifications include Certified Trust and Fiduciary Advisor and Accredited Estate Planner.

Timothy B. Borchers, Esq., EPLS, AEP®, CTFA, Director

Tim brings over 30 years of expertise in trustee services, trust administration, tax planning, estate planning, probate, and real estate.
Tim’s positions and participation in professional organizations:
  • Co-Founder of Northeast Private Trustee Services, LTD., Founder of Borchers Cusano Trust Law, P.C.
  • Trust, Estates, and Tax Practitioner; Wealth Counsel, Twice Past President of Massachusetts Forum of Estate Planners
  • Admitted to MA and NH bars
  • Holds the designation of Certified Trust and Fiduciary Advisor (CTFA) and has completed the Cannon Graduate Trust School, Level III., Boston College Law, Bowdoin College
  • Co-Author of Saving the Family Cottage, Nolo Press, 7th Ed. (2025); Author of the Heirloom Ownership Trust™ and Heirloom Property Toolkit™ for Lawyers, and other trusts and processes
  • Professional Fiduciary over 30 years

Rick Ybarra, Treasurer

Mr. Ybarra has served as a private fiduciary for more than 5 years. He holds an MBA (with a concentration in Finance) from The University of Texas at Austin and has earned the prestigious Certified Trust & Financial Advisor (CTFA) designation. Since 2012, Mr. Ybarra has been a Private Guardian, certified by the State of Texas Judicial Branch Certification Commission. To maintain his CTFA designation and Private Guardian certification, Mr. Ybarra successfully undertakes Continued Education classes each year.

Previously he served as a Trust Officer for many years at these financial institutions: JP Morgan Chase, Frost Bank and MEMBERS Trust Company.