Professional Fiduciary (CA License PF470)
Registered Trust & Estate Practitioner (TEP)
Santa Barbara Fiduciary, Owner | Founder
[email protected]
805.308.6842
Dedicated, driven, and results-oriented, I bring over 12+ years of experience as a trust and fiduciary officer and a comprehensive understanding of sophisticated estate, financial, and tax planning strategies to Santa Barbara Fiduciary.
I founded Santa Barbara Fiduciary right after I finished my own personal journey caring for, and losing, my grandmother- my rock, best friend and mentor. Taking care of her was an emotional ride, fraught with challenges, mistakes and exhaustion. I was constantly afraid of litigation stemming from a dysfunctional family, felt like I was having to re-invent the wheel and was regularly trampled on. Thankfully, I survived all my challenges, and now give back by delivering efficient and quality-oriented systems and services to clients and their loved ones navigating this stage of life.
Before founding Santa Barbara Fiduciary, I worked as a research intern at an early stage biotechnology company focused on next-generation antibody therapeutics and at a publicly held biotech company in Foster City focused on the research and development of novel immunotherapies for the treatment of cancer.
When I moved back to Santa Barbara to take care of my grandmother, I held junior financial analyst positions at two well-known asset management firms in the Santa Barbara area, where I performed intensive investment research and analysis of companies, products and industries as a junior financial analyst.
I have been a licensed California Professional Fiduciary since 2010 and have certifications in Professional Fiduciary Management for Conservators and Trustees. I am a National Certified Guardian, a fully registered Trust & Estate Practitioner (TEP), and am a member of the Santa Barbara Estate Planning Council.
Areas of Practice
Education
Licenses & Certificates
Professional Associations and Memberships
Outside of the office, I enjoy cross country running, particularly in the mountains and on the beaches of Santa Barbara with my doberman, Lexa. I have a Firearms Safety Certificate and maintain survival, defense, and firearms training. I am passionate about international travel and have a long bucket list of foreign languages to learn.