About Santa Barbara Fiduciary

Young Lindsay and Grandma - Santa Barbara Fiduciary
Lindsay and Grandma - Santa Barbara Fiduciary

Santa Barbara Fiduciary - Lindsay and GrandmaI was eight days old when I first met my grandmother and began one of the truest and deepest relationships in my life. As the eldest of four children in a family with separated parents, there was hardly a week of my childhood that went by when she wasn’t close by. Even as family tangles eventually pulled my family apart, my grandmother and I always remained very close.

Attending UC Santa Barbara, I helped her through the loss of my grandfather and her diagnosis with bone marrow cancer. But it wasn’t until my grandmother turned 85 that I finally realized the journey that lay ahead for both of us: that caring for her was more than an unspoken bond between the two of us, but a serious commitment and a challenging passage into the unknown. Managing her care during her rapidly declining health was only my first challenge, followed by her passing, then having to administer her will and trust while grieving. It was the most challenging period in my life.

LL-HeadShot-191x300

Lindsay Leonard

OWNER & FOUNDER
Lindsay Leonard is a graduate of the University of California Santa Barbara where she earned a B.S. degree in Biological Sciences with an emphasis in molecular, cellular and developmental biology and immunology. She has work experience as research intern at an early stage biotechnology company focused on next generation antibody therapeutics where her work provided the fundamental data used in the company’s 2003 patent submission. She has also worked as a Research Associate at a publicly held biotech company in San Francisco focused on the research and development of novel immunotherapies for the treatment of cancer. As a junior financial analyst at two well known asset management firms in the Santa Barbara area, Lindsay performed intensive investment research and analysis of companies, products and industries under consideration.

As the eldest of four siblings and the sole care over-seer for her grandmother, Lindsay has chosen to spend much of her life believing in others and supporting them along their paths. Through a variety of supportive positions, both professional and personal, she has developed great attention to detail, strong organizational skills and the ability to multi-task with speed, ease and efficiency while remaining calm and enthusiastic. She has experience directly supporting executives, in managing communications, preparing research, project analysis and organization. Lindsay has also worked with high profile individuals and has respect for the fact that all clients value their privacy.

Lindsay became a licensed California Professional Fiduciary in 2010 and earned certifications in Professional Fiduciary Management for Conservators and Trustees. She is a National Certified Guardian, a member of the Professional Fiduciary Association of California, member of the State and Santa Barbara County Bar Associations and member of the Santa Barbara Estate Planning Council.