As a trained project manager for large and successful corporations, my skillset focuses on the effective execution of a plan – communicating, managing a budget, oversight of individuals, groups, and companies. Then, tending to tasks in a time efficient manner, which makes for a strong fiduciary representative. 

My management and leadership training expands over multiple areas of focus critical to a Fiduciary Professional’s role: Communication, Budgeting and Accounting, Finance and Investment, Reporting, and overall Task Management. The experience I received in working at an Estate Planning Firm revealed the terms of law and the processes necessary in fulfilling the law. And, most recently by interning and working with Professional Fiduciaries, that have over 50 years of experience combined, I have gained the insight, needed for procedural and client care duties from some of the most respected professionals in the industry. 

My experience has nurtured skills to creatively resolve problems, thoughtfully collect information, maintain organized and detailed data/information, adhere to deadlines and build a workable schedule that everyone understands. In working with different groups and an array of personalities, there has been no shortage of dealings with difficult situations – as a result, I have developed the ability to dig deep and get creative so that a successful outcome is the end result. 

Family legacies are best served and maintained when a professional is engaged. A professional brings unbiased care and attention. A professional allows the family to continue with its routine, and when necessary, mourn and console one another without worrying about deadlines, tasks, and favoritism. 

Let me serve, as your fiduciary, in representation of you and your loved ones. My commitment is providing personable, professional, efficient, services in administering your Estate, so that the legacy you envisioned for yourself and your loved ones is realized. I would be happy to work with you, for this is my calling. 

To contact me please call 424-206-9226