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 our local Humane Society to help shelter pets reunite with their families or find new, loving homes.  I also serve on the board of Let Them Be Little Feline Rescue, a 501(c)(3) non-profit organization whose mission is to reduce euthanasia of underage and at-risk cats and kittens by placing them into foster homes until they are ready for adoption. 

SoCal Fiduciary Accounting Services

Trusts   Conservatorships   Guardianships   Estates

Providing accounting services to professional fiduciaries, probate attorneys & individuals since 2002