Barbara is our esteemed estate planning, trust administration and probate paralegal advisor. She brings over 45 years of legal training, experience and skills with discrete projects such as drafting/editing estate planning documents (including, wills, powers of attorney, health care directives, trusts and related materials), preparation of transfer deeds and supporting assessor forms, real property affidavits,…
Meet Lexa. Lexa heads client greetings, security, and example napping behavior. Does she look mean? Nah. Just tenacious. About providing affection and earning it in return.
Dedicated and hardworking with an administrative support skill set, Wendy brings over 27+ years of experience in banking, finance, accounting to our team!
Wendy’s work experience includes specialization in trust and fiduciary accountings, where she served and liasoned with individual trustees, attorneys, private professional fiduciaries, and financial institutions…
With a keen eye for detail and a commitment to excellence, Monika is your go-to resource for comprehensive administrative support, bookkeeping, and a range of other essential tasks. Her proficiency in maintaining accurate records and her sharp ability to identify inconsistencies ensure that your financial affairs are in safe and capable hands. As a Banker at…
Dedicated, driven, and results oriented, Lindsay brings over 14+ years of experience as a trust and fiduciary officer, and a comprehensive understanding of sophisticated estate, financial, and tax planning strategies. Lindsay is a graduate of the University of California Santa Barbara where she earned a degree in Biological Sciences with an emphasis in molecular, cellular…
