We are proud of the work that we do, and wouldn’t be successful without our awesome team of dedicated people. If you’ve got the desire to be a part of a dedicated, hard working group of people, and thrive in providing high touch customer service, have strong organization skills, and are able to work quickly and efficiently in a fast paced environment, we’d love to hear from you.
Our Team
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…
Ava is a skilled and dedicated intern with a strong foundation in economics and accounting, currently pursuing her Bachelor of Arts at the University of California, Santa Barbara (UCSB). Expected to graduate in Winter 2025, Ava has demonstrated a commitment to both academic excellence and professional growth, maintaining a strong 3.5 GPA. Ava has gained…
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…
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.
We are a dream team!
Our values & culture
- Driven to achieve excellence
- Open, articulate, and independent
- Patient, detail oriented and organized
- Systematic and analytical
- Determined with a high sense of responsibility
- Committed to learning and innovation
Current Openings
