From 2004-2008, I was employed as a Trust Officer and Assistant Vice President for the Wealth Division of Montecito Bank and Trust and served in those capacities for Rabobank, N.A. from 2008-2009. In 2010, I became licensed in California as a Private Professional Fiduciary by the Professional Fiduciaries Bureau under the California Department of Consumer Affairs, and I have continued to serve as a private professional trustee or Agent Under Power of Attorney for the past 12 years in both California and Texas. Although I now live in Texas, I continue to retain my California license and I maintain errors and omission liability insurance.
Services
Accepting New Clients
Yes
Accepts Trusts/Business in Other States
Yes
Services Offered
Trustee, Trustee - ILIT, Trustee - Successor, Trustee - Coach / Consultant, Estate Executor / Administrator
Types of Trusts / Specialties
Real Estate in Trusts, Discretionary Trusts, Hold Durable Power of Attorney, Hold Medical Power of Attorney, California Licensed Professional Fiduciary, Alternate Assets (i.e. art, crypto)
