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.