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.
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. Kevin is a charter member of the Dallas Collaboratory of the Purposeful Planning Institute, a professional organization geared to financial advisors, estate planning attorneys and other professionals and consultants serving family trusts and family businesses. He maintains active membership in the Institute for Excellence in Corporate Governance and the Dallas Chapter of the Society of Financial Services Professionals. Kevin 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
Since 2003, Marguerite serves as a Managing Partner in Lorenz Private Trustees and has served as a Professional Trustee and Executor on over one hundred cases. 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 is a member of the National Association of Estate Planners and Councils, is President of the Estate Planning Group Network and 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 Financial Advisor (CTFA) #87097, 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.
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 for new trustees, “Trustee Boot Camp.” He also serves as an expert witness on investment and trust matters.
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. He currently serves on the Investment Committee of the Parkland Hospital Foundation. For the Theodore Roosevelt Association, he is Treasurer, a member of the Executive Committee, and Chair of the Investment Committee. He is the current Secretary for the Preston Center Rotary Foundation.
Judith Pearson, Director
Judith Pearson, a seasoned insurance industry and risk management expert who leads the Family Office & Trustee Liability Resource Group for Woodruff Sawyer. Judith has an expertise in identifying, mitigating and transferring risk for wealth transfer vehicles. Trust laws and structures are changing, complex and contradictory creating fiduciary responsibility and personal liability. With an understanding of this risk Woodruff Sawyer is in a position to educate trustees and other fiduciaries to reduce risk as well as implement insurance solutions to transfer risk which surpasses what’s currently available in the marketplace. Her clients range from individual and professional trustees, trust companies, law firms and CPA’s as well as family offices and private trust companies. Ms. Pearson also is on the board of SAR, Securities Class Action | SAR | United States (sarlit.com). Follow Ms. Pearson on https://www.linkedin.com/in/pearsonjudy/
Prior to joining Woodruff Sawyers she formed Nomadx Solutions, LLC to provide risk management solutions to fiduciaries. Ms. Pearson was President of ARIS Title Insurance Corporation which was formed under her direction to provide title insurance for fine art and other important collectibles. While leading ARIS Ms. Pearson was named one of the 2015 Power of 100 Leaders in the art world by Blouin/Artinfo International for her role as an insurance innovator.
Ms. Pearson also held the positions of Senior Executive Vice President of Chicago based AON Corporation’s Financial Services Group (“FSG”) and head of FSG’s intellectual property division. A veteran in the insurance industry whose career spanned underwriting for AIG and then Chubb as an underwriting manager, an insurance broker at AON and one of its acquisitions. Judith specialized in Intellectual Property Liability, Directors’ and Officers’ Liability, Fidelity and similar coverage forms and underwriting for U.S based Fortune 500 and equivalent foreign based corporations.
Ms. Pearson has been a frequent speaker at Trust and Estate Forums, ABA Trust School, Additionally, Ms. Pearson has been quoted in The Wall Street Journal, New York Times, The Economist, Chicago Sun Times, LA Times, Art and Auction Magazine and has written articles for Trust & Estates, Wealth Management and Estate Planning Magazines.
Ari Medoff, Director
Ari Medoff, is the CEO of Arosa. He has been working to create better jobs and superior business models in the senior care industry since 2012.
Ari earned an MBA/MPP at the Harvard Business School and Kennedy School of Government with Rubenstein and George Fellowships, and graduated from Duke University as a BN Duke Scholar. He went to Durham Tech to become a CNA in 2013. Ari serves on the boards of the Durham Workforce Development Board, Jewish for Good, Duke Learning Innovation Advisory Council, and Carolina Foundation for Jewish Seniors. Ari was the founding Chairman of the Junior Board of Directors of Seeds of Peace and has been a Big Brother to two for over a decade. Prior to founding Arosa, he worked in private equity in New York City.
Most importantly, Ari is married to his summer camp sweetheart, Diana, and they are the proud parents of Shai, Juliet, and Asher. Ari’s hobbies include trail running, reading historical non-fiction, and inadvertently butchering James Taylor’s classics to get the kiddos to sleep.
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.