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A little about me...

     After studying accounting at Northeastern University in Boston, I returned home to San Diego in 2002. While many of my former classmates were climbing all over each other to get onboard one of the Big Four accounting firms, I knew that I wanted to head in a different direction. I soon met Rick Williams, a private fiduciary based in Alpine, who introduced me to the world of trusts, conservatorships and other probate matters.  After just a few weeks of working with him, I found what I'd been searching for: the perfect blend of numbers, people and problem solving. 

     Approximately 70% of my caseload consists of court-supervised conservatorships, guardianships, trusts and estate administrations, as well as trust and probate litigation matters.  In addition to preparing routine accountings, I am frequently hired to correct accountings rejected by the court for non-conformance to the very specific guidelines set forth by local probate rules and the California Probate Code. 

     When I'm not working from my home office in the beautiful San Jacinto Valley, I enjoy spending time with my husband, Eli, our son, Matt, our two dogs and three cats. We take full advantage of all of the mountains, beaches, museums and parks that our area has to offer. The three of us are also very passionate about helping animals and work with Karlee's Angels, a local 501(c)(3) nonprofit animal rescue that helps to reduce euthanasia by placing sick, underage and senior pets into loving foster homes until they are ready for adoption.

Trust conservatorship estate guardianship fiduciary accounting san diego riverside southern california
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