A Trustee for Your Clients

As a Licensed Professional Fiduciary, I can serve as an independent trustee for your clients' trusts. I don't offer wealth management, so your client relationship stays yours.

What I Do

  • ✓Act as current or contingent trustee for client trusts
  • ✓Manage trust administration with fiduciary care
  • ✓Work hand-in-hand with your firm

What I Don't Do

  • ✗I do not provide wealth management services
  • ✗I will not solicit or accept your clients as my own
  • ✗I do not compete with your firm in any way

Who This Is For

Financial advisors who need a trustworthy, independent trustee for their clients' trusts and estate plans. Someone who understands the advisory world, respects the client relationship, and won't create conflicts of interest.

As a former president of a large RIA, a licensed fiduciary, and a CPA, I bring both the fiduciary expertise and the industry understanding to serve your clients well — and keep your relationship intact.

Need a trustee your clients can trust?

Let's talk about how I can help your clients — without getting in the way of your practice.

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